Podcast and Overview: Update Rollup 2 for Microsoft Dynamics CRM 2013 Service Pack 1

Contents:

• Build number, Download Center Page, Master KB article
• Podcast
  
• CRM Update Rollup and Service Pack Collateral Page
• Service Pack 1 Update Rollup 2 packages available for download
• Update Rollup prerequisites
• Functionality and Performance issues resolved by this Update Rollup
• Support for new technologies provided by this Update Rollup
• Hotfixes and functionality that you have to enable or configure manually
• Ramp up on Microsoft Dynamics CRM 2013
• New functionality in CRM 2013 Service Pack 1:
  • Marketing
  • Sales
  • Customer Service
  • Social
  • Platform enhancements

We're proud to announce that all packages for Update Rollup 2 for Microsoft Dynamics CRM 2013 Service Pack 1 were released on Friday, February 6th 2015 to the Microsoft Download Center!  The Service Pack 1 Update Rollup 2 packages should appear on Microsoft Update in February, 2015.

Note: Update Rollup 2 for Service Pack 1 was released to the Microsoft Download Center briefly on Wednesday January 28th, but an issue was found that warranted recalling the version 1 packages.  If you downloaded the packages released on January 28th, please discard them and replace them with the re-release versions announced here.

Update Rollup 2 for Service Pack 1 Re-Release Build number:

 06.01.0002.0112

Update Rollup 2 for Service Pack 1 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Update Rollup 2 for Service Pack 1: (KB 2963850). Going forward, the plan is for the Master Knowledge Base articles for CRM 2013 and CRM 2015 Rollups and Service Packs to be published a bit in advance of release to aid planning.

Podcast

On Monday, February 9th 2015 at 1:30 PM Pacific Time, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:

• The release of Update Rollup 2 for Service Pack 1 for Microsoft Dynamics CRM 2013
• New fixes made available In Update Rollup 2 for Service Pack 1 for Microsoft Dynamics CRM 2013

during their Microsoft Dynamics CRM 2013 Update Rollup 2 for Service Pack 1 Podcast

Note regarding Podcasts: We've recently changed the location of where we are hosting and distributing our podcasts.  See PFE Dynamics Podcast Update for more information.

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The "CRM Update Rollup Collateral Page"

For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all Microsoft Dynamics CRM Update Rollups and Service Packs, visit the "CRM Update Rollup and Service Pack Collateral Page"

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General Upgrade Rollup and Service Pack Notes:

• Testing CRM 2013 Update Rollups: Best Practices
  • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Update Rollups, which could be the functional and performance testing that you would do with a new major release or a subset of that test plan
  • The “general rule of thumb” for test plans for Update Rollup installs are:
    • Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
    • Consider using the Performance Toolkit for Microsoft Dynamics CRM to simulate your production user load in your testing environment, to shake out any performance-related issues early. The Dynamics CRM Premier Field Engineering can help you with using the CRM Performance Toolkit with CRM 2013 or CRM 2015
    • Test using the permissions your most restrictive end-user roles have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
    • Concentrate on your SDK customizations, JavaScript, ISV add-ons – basically anything that’s not OOB ("Out of Box") functionality or customizations done from within the UI

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Update Rollup 2 for Service Pack 1 packages are available for download via: 

• The Update Rollup 2 Microsoft Download Center page - released February 6th, 2015
• The Microsoft Update Catalog - packages scheduled for release in February, 2015
• The Microsoft Update detection / installation process

to update the Dynamics CRM Product installations listed in this Microsoft Knowledge base article:

Microsoft Dynamics CRM Installations, Updates and Documentation

Note: Microsoft Dynamics CRM 2013 Updates will be pushed via Microsoft Update as Important updates

• Client packages installed manually by downloading the packages and running install will require local administrator privileges. If the client packages are installed via Microsoft Update or SCCM (System Center Configuration Manager), they will not require local administrator privileges
• Consider using Windows Server Update Services (WSUS) or similar software distribution technologies to distribute Dynamics CRM Update Rollups internally.  WSUS is a locally managed system that works with the public Microsoft Update website to give system administrators more control. By using Windows Server Update Services, administrators can manage the distribution of Microsoft hotfixes and updates released through Automatic Updates to computers in a corporate environment
• For help with installation please see the Installation Information section of the Service Pack 1 Update Rollup 2 "master" Microsoft Knowledge Base article
• Please review my former teammate Jon Strand's blog posting "CRM 2011: Silently Installing Update Rollups" which provides details on installing CRM Outlook client update rollups "silently" in order to limit end-user interruption, which also applies to CRM 2013 and CRM 2015 Update Rollups and Service Packs

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Microsoft Dynamics CRM 2013 Update Rollup 2 for Service Pack 1 Prerequisites:

• Essentially the prerequisites listed in the Microsoft Dynamics CRM 2013 Implementation Guide download for the various CRM components serviced

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Issues resolved via Microsoft Dynamics CRM 2013 Update Rollup 2 for Service Pack 1: 

Microsoft Dynamics CRM 2013 Update Rollup 2 for Service Pack 1 contains fixes for issues reported by customers or discovered via internal testing.

Fixes released via CRM 2013 Update Rollup 2 for Service Pack 1:

• Charts that contain Option Sets ignore the order that is specified
• The GetFirstDayOfFiscalPeriod function does not correctly categorize date times that are equal to the start of each fiscal period
• When exporting a custom report with a single page of data, an additional blank page is included in the export
• Incoming email to a queue with an unresolved sender, and a blank subject fails to promote
• SRS Data Connector Install fails if SQL Reporting Service Account in Trusted Domain
• Unable to use Quick Find to search KB Articles when they are added to a dashboard as a list
• Offline Synchronization error dialog was changed in the Outlook client
• After the email to case functionality is set up using the opt in features of Service Pack 1, email delivery will fail if the email was sent from an unknown sender to a queue
• Accessing a child record from a parent can cause parent activities to load on the child record's activity wall
• An Unexpected error occurs when the combination of Access Mode and License Type is incorrect on a User form
• The Cancel button on the bulk edit page is unresponsive
• Ellipses are removed when the command bar labels contain many characters, and the resolution of the screen is set to 1024 by 768 or less
• Relationship name is now visible in navbar items for relationships when building subgrids
• When importing or deleting a solution you may receive query timeouts due to blocking from queries on the MailboxBase table
• Generic SQL error is encountered when Synchronizing to Outlook or Exchange
• Records, or Views are unable to be opened if they contain an invalid Option Set, or pick list values
• Incorrect translation for the Left Voicemail label in Norwegian
• The Record URL (Dynamic) functionality used in a dialog, or workflow produces a URL that is missing the organization name
• When a custom web resource is added to the ribbon, and includes a custom icon the icon is not displayed
• Business Rules will not activate when you compare a decimal field value with 0
• Updates the Outlook Synchronization dialog to indicate the CRM Client for Outlook will be temporarily disabled during synchronization after CRM 2013 Service Pack 1
• Resolved Case setting in Case Creation rule is not processing as expected
• The report wizard now adds a link to transaction currency if a money field is in the report. This uses on of the 10 QueryLinkEntityLimit entries, so reports that have 10 linked entities will now fail
  • When you add a new tab to the top of form, and the tab will be collapsed by default, any content that loads when the tab is expanded will not load
• With the windows DST patch for Russia and UR 18 installed, fields with date value set between 7th August 2015 to 26 October 2015 have an incorrect time offset
• Outlook view sort order was changed if user clicked different entity and back to the original entity
• When you try to edit a multiple line text field using a mobile form in either a mobile web browser or the iOS and Android mobile apps, the multiple line text field does not show enough text to easily scroll or perform edits
• Importing a solution that contains new Quick Forms the import fails with the following error:
  • "The requested record was not found or you do not have sufficient permissions to view it"
• Chart legends were not respecting a user's primary language if the base language for the CRM 2013 organization was set to English
• Marketing Campaign headers displayed incorrectly with the Russian Language Pack
• Performing a Save and Close of an Appointment record on the Sales Calendar resulted in an error if the user clicked the Save and Close button twice
• LINQ queries defined in a custom plugin step were not functioning correctly
• Inserting an e-mail template using Internet Explorer results in the template being inserted at the top of the e-mail body, instead of at the designated cursor location
• Xrm.Utility.openEntityForm call fails with error:
  • 'Unable to get property 'argumentNull' of undefined or null reference'
• When phone call activities are quick created from the Social Pane, the Subject of the phone call is set to the Description value entered.
  • This caused an issue if the Description value contained a line break
• Reports embedded in IFRAME elements experience display issues when using Internet Explorer 9
• When a customer creates an email activity or tracks an email that contains HTML content, and that content includes STYLE elements to apply CSS to the HTML content of the email, the style information will be inherited by the rest of the form on which the email body content is displayed.
  • This can occur on the email activity forms, or when viewing the Activities tab on the Social Pane
• When you attempt to open the business process flow editor form for a managed business process flow, a script error will occur:
  • Unable to get property '_clientdisabledcontrols' of undefined or null reference
• Generic SQL error occurs when Synchronizing to Outlook or Exchange
• Activity Feeds UI experiences display issues if using a Japanese Language Pack after CRM 2013 Service Pack 1
• The reading pane of Phone Call records is not displayed after switching the displayed form to "Information" and then attempting to customize the reading pane
• One-to-Many relationships that are created during the creation of Entity Entitlement and Entitlement Template do not get created for any custom activity entities
• Enable Rules that utilize Xrm.Page.getAttribute for custom Command Bar ribbons do not display correctly in the CRM 2013 Client for Outlook
• Activity Feed Walls and Grids generate a script error when browsing with Internet Explorer 11:
  • Unable to get property 'text' of undefined or null reference
• Go Offline operations in the CRM 2013 Client for Outlook were not synchronizing down all related records as expected
• A SQL deadlock can occur if updating an Opportunity Product record after CRM 2013 Service Pack 1
• After installing the CRM 2013 Client for Outlook, many platform tracing messages occur reporting Insufficient Memory Exceptions
• A managed solution created in CRM 2013 Update Rollup 2 could not be upgraded by a new managed solution if it contained custom Activity entities
  Daylight Saving Time changes for Russian Time Zones
• Navigating to the second page of a sub grid will cause the total record count to disappear.
  • Navigating to the last page of the sub grid will cause the entire paging bar to disappear
• A script error occurs when attempting to Save and Close a quote record:
  • "Unable to get property 'tryTransitionToAlwaysEditMode' of undefined or null reference"
• Duplicate Tracking Tokens are generated in the CRM 2013 Client for Outlook
• Corrected an issue with Rollups that caused statement recompilation in SQL
• An issue causing labels for the base language of an organization to disappear could occur when creating a new organization or upgrading an organization to Update Rollup 1 for CRM 2013 Service Pack 1
• Scroll bar does not appear on Edit Properties and View Properties dialog windows
• Rendering issues with SharePoint integration when using managed metadata columns in SharePoint
• "Insufficient Permissions" error when adding user to a team
• Cannot Save or Delete Connections when Team Templates are removed
• Datetime fields with a format setting of Date Only were still showing the time value when viewing the field in CRM for Tablets
• A lookup field for Appointment time on a Task entity form is not populated when using a mobile CRM client
• If you execute ApplyRoutingRuleRequest message in code it executes with no error but the rule is not applied
• When you use the SDK for Dynamics CRM, and you must authenticate to CRM using Claims authentication, the SDK will fail to work correctly unless the STS which should be used offers an issuing endpoint that produces an Asymetric Token security token response
• When the async service attempts to process an async plugin, the service crashes with an error indicating an item with the same key has already been added
  Attempting to export a merged form from CRM 2013 results in a solution import failure:
  • "The label '{0}', id: '{1}' already exists. Supply unique labelid values"
• Importing a solution with dashboards containing a custom label for another language fails if the language is disabled in the destination organization
• Cannot update section names between Source and Destination server via import of a managed solution
• When security roles are changed on a Microsoft Dynamics CRM 2013 form, the changes are not immediately being displayed
• SharePoint integration does not work if SharePoint display language is not set to English
• Drilling down into a chart generates a conversion error if the chart has two category (x-axis) attributes.
  • One category attribute is a field from a related entity, while the other is a lookup field on the main entity
• A custom relationship set to Do Not Display is still shown in the CRM 2013 Mobile Express UI
• When adding data to the CRM Fields form in the Microsoft Dynamics CRM 2013 Client for Outlook, that data is not being persisted to the record if the user does not click away from the field to lose focus
• You may experience an error when uploading reports to CRM if the report contains a dynamic parameter as part of the paging information, such as count or page number
• When you attempt to view an entity view or switch to a different view for a currently shown entity type you may receive an error:
  • "We are downloading some data in the background. Please wait several minutes and try again. Error code: 0X9000000 - C"
• E-mails do not get tracked into CRM for a custom e-mail enabled entity
• Some error messages when working with Appointment activities appear in a different language than the one selected in CRM
• Users will receive "An error occurred" message when paging to the next page of related records in the Microsoft Dynamics CRM 2013 mobile site
• Estimated revenue field is still editable after closing opportunity, even though the form is marked as read only
• In a scenario where a user is using the web client to reply to an html email, if multiple line breaks are inserted or inserted then removed, the possibility exists of losing the font information for certain lines, which will not be apparent to the user until after the email is sent
• When users attempt to add unordered lists in the Microsoft Dynamics CRM 2013 Email Text Editor, the indenting and bullet points of the list are lost when the email is sent or saved
• Party information is not populated if creating an activity from a subgrid
• Error when saving an email with dynamic values in Workflow Designer using Google Chrome
• When AutoSave is off in System Settings and a View is modified for an Entity in Customize this System an error is encountered:
  • "Your changes have not been saved. To save you changes click cancel to stay on the page"
  • This error occurs after changing the Edit Filter Criteria and selecting OK, then attempting to Add Columns
• When attributes are added to the quick find views, the views may timeout or perform slowly if the quick find indexes are not created properly
• Going offline with the CRM 2013 Client for Outlook fails with error message:
  • "Column names in each table must be unique. Column name 'LeftVoiceMail' in table 'ActivityPointerBase' is specified more than once"
• When you publish a web resource that is used on an entity form, the updated version of the web resource is not shown on the form
• Users recieve exception for "Parameter name: s" when using Server Side Synchronization
• Formatting of the notes in the Print Preview does not match the format in which the note is entered, ignoring line feeds
• Numbered list formatting is incorrect when replying to an email within CRM
• When you type the AltGR+A key for the Polish character "ą" in the body of an email CRM will show you the dialog to insert a KB article
• After CRM 2013 Service Pack 1, a user is unable to add items via a sub grid on a non-refreshed entity
• After upgrading to Update Rollup 1 for CRM 2013 Service Pack 1, solutions containing custom actions cannot be imported
• Uninstalling a managed solution fails if another solution was created to hold managed components in an attempt to allow other components to be deleted
• On Quote, Order, and Invoice forms the Associated entity navigation bar options do not change between refreshed and non-refreshed forms
• When enabling High Contrast settings in Personal Options, the red asteriks or blue plus for required and business recommend fields no longer appear
• Navigation buttons randomly disappear when viewing various entity forms in CRM 2013
• Clicking between navigation tiles and the command bar may generate a script error
• When you add or remove a user to an access team and you are using EnableRetrieveMultipleOptimization of 2, the users accessibility to the record is delayed
  • They will be able to see records that they shouldn't if removed from an access team, or not see records that they should if they were added to an access team
• When you attempt to filter a lookup using a relationship which is a 1:N relationship, the filtered lookup produces an error dialog when the lookup icon is clicked
• When accessing a CRM 2013 organization from an iPad device using Safari, form scrolling will be choppy at points if the forms contain a custom web resource in an IFRAME element
  • In addition, the IFRAME may appear to render incorrectly, missing the right and/or bottom borders
• When you view the documents area on a record, and then deactivate or activate a record from within the record you will receive a script error:
  • Unable to get property 'primaryEntityId' of undefined or null reference
• After a user opens an Appointment record from the Service Calendar, if they click the back button the browser an error indicating the Record Is Unavailable will occur
• Attempting to set a notification using Xrm.Page.ui.setFormNotification will not work for Quick Create forms in CRM 2013
• After setting the OrgDbOrgSetting 'SkipGettingRecordCountForPaging' to True, you will no longer be able to see the number of records selected
• A solution created for backwards compatibility cannot be imported to a pre-CRM 2013 Service Pack 1 organization if the solution contains a workflow that triggers a child workflow
• When adding a write-in product on the Quote entity, the Quote Product window may have an incorrect radio button selected and the Quote may not recalculate field values for calculated fields
• When using Server Side sync and setting the option to track all email within personal options, received emails do not change the Track button, this causes the View in CRM buttons to not get enabled within the command bar
• After applying the latest Product Update for Service Pack 1, it is no longer possible to Add New records to related sub-grids if the user accessing the record does not have write permissions to the parental entity
• When merging records in the CRM web application UI, and the data to be merged included lots of fields to be moved from subordinate to the master, or if a few fields are merged and they contain large amounts of text, you are unable to merge the records
• In CRM 2013, if you create more than one Quick Create form for an entity and adjust the form order to what you would like to be the default Quick Create form, the order will not be respected
• If the CRM 2013 Service Pack 1 Japanese MUI update is applied to an Outlook Client where the base language is Japanese, the labels in the CRM subsection of the ribbon are displayed in English
• The Display Rules for command bar buttons are not reevaluated after a Case record has been reassigned
• When you troubleshoot the CRM Unzip Service and you view the trace logs, it mentions SharePoint Async service when it should mention CRM Unzip Service
• Attempting to open an Order Product, Invoice Product, or Quote Product record when working offline in the CRM 2013 Service Pack 1 Client for Outlook a generic error may occur
• After upgrading a CRM 2011 database to CRM 2013 Service Pack 1, some hidden system entities become visible in the Customize the System area of CRM 2013

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Support for identical new technologies provided by CRM 2013 Update Rollup 2 and Service Pack 1:

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM 2013 against pre-release and release versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft releases enhancements via future Microsoft Dynamics CRM 2013 Update Rollups, Service Packs, or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics CRM Compatibility List. Microsoft Dynamics CRM 2013 Update Rollup 2 and Service Pack 1 provide support for:

• Microsoft Windows 8.1 and Internet Explorer 11 using the Microsoft Dynamics CRM 2013 web application and Microsoft Dynamics CRM for Tablets
• iOS 7 support with Safari on iPad using the Microsoft Dynamics CRM web application
• Support for Safari using the Microsoft Dynamics CRM web application and CRM for Tablets using the tablet app for iPad Air
• Microsoft Windows Server 2012 R2 for Microsoft Dynamics CRM Server

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Hotfixes and updates that you have to enable or configure manually

Occasionally, updates released via Update Rollups require manual configuration to enable them. Microsoft Dynamics CRM Update Rollups are always cumulative; for example, Update Rollup 2 will contain all fixes previously released via Update Rollup 1 as well as fixes newly released via Update Rollup 2. So if you install Update Rollup 2 on a machine upon which you previously installed no Update Rollups, you will need to manually enable any desired fixes for Update Rollups 1-2:

• Update Rollup 1: no updates requiring manual configuration
• Update Rollup 2: no updates requiring manual configuration
• Service Pack 1: no updates requiring manual configuration, but some new features need to be enabled by a CRM Server Administrator
  • Go to Settings > Administration and then click Install Product Updates
• Service Pack 1 Update Rollup 1: no updates requiring manual configuration
• Service Pack 1 Update Rollup 2: no updates requiring manual configuration

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Microsoft Dynamics CRM compatibility with technology stack components: Internet Explorer, Windows Client and Server, Office, .NET Framework, and more

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM 2013 against pre-release and release versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft will release enhancements via future Microsoft Dynamics CRM 2013 Update Rollups, Service Packs, or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics CRM Compatibility List.

Greg Nichols
Senior Premier Field Engineer, Dynamics CRM
Microsoft Corporation

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