Podcast and Overview: Update Rollup 3 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 3 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 3 for Microsoft Dynamics CRM 2013 Service Pack 1 were released on Thursday, April 16th 2015 to the Microsoft Download Center!  The Update Rollup 3 packages for Service Pack 1 should appear on Microsoft Update in Q2, 2015.

Update Rollup 3 for Microsoft Dynamics CRM 2013 Service Pack 1 Build number:

06.01.0003.0119

Update Rollup 3 for Service Pack 1 Microsoft Download Center page

Here's the "Master" Microsoft Dynamics Knowledge Base article for Update Rollup 3 for Service Pack 1: (KB 3016464). Going forward, the plan is for the Master Knowledge Base articles for CRM 2013 and CRM 2015 Updates to be published a bit in advance of release to aid planning.

Podcast

On Monday, April 27th 2015 Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team will provide information about:

• The release of Update Rollup 3 for Service Pack 1 for Microsoft Dynamics CRM 2013
• New fixes made available In Update Rollup 3 for Service Pack 1 for Microsoft Dynamics CRM 2013

during their Microsoft Dynamics CRM 2013 Update Rollup 3 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 Updates, 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 Updates, 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 3 for Microsoft Dynamics CRM 2013 Service Pack 1 packages are available for download via: 

• The Update Rollup 3 Microsoft Download Center page - released April 16th, 2015
• The Microsoft Update Catalog - packages scheduled for release in Q2, 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 <a href="http://blogs.msdn.com/controlpanel/blogs/posteditor.aspx/Service Pack 1 Update Rollup 2 "master" Microsoft Knowledge Base article">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 3 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 3 for Service Pack 1: 

Microsoft Dynamics CRM 2013 Update Rollup 3 for Service Pack 1 contains fixes for issues reported by customers or discovered via internal testing.

Fixes released via CRM 2013 Update Rollup 3 for Service Pack 1:

• The URL that is used for creating a new business closure can allow a malicious user to inject cross-site scripting (XSS) into the URL of the new closure
• Duplicate Key error when you import a solution into an upgraded organization
• In sub grids, multi-line field column headers are not a tab stop
• Address information is removed in CRM for some contact records that use the CRM Outlook Client
• In a very small subset of circumstances when you decode a UTF 8 e-mail message from pop3, an email field may be lost
  • This occurs when a header field of interest to CRM is in the first line of results retrieved from the pop3 server
• Incorrect Contact Mailing Address  synchronizes with Server Side Sync when a contact is promoted from Outlook
• Assigning records throws an error when the assigning user has assign permissions on a user level
• Cannot display Note intermittently if setting Note as the default tab of the social panel
• Removing the preprint privilege for a user will not remove their ability to print records and grids as it would in CRM 2011
• New Button added in customization.xml for ribbon customization does not display on first attempt
• SLA - 12:00 AM schedule end time causes an endless loop and spikes the w3wp process
• Cannot upload files when you use Safari on an iPad with CRM On Premise
• The URL used for creating a new business closure can allow a malicious user to inject cross-site scripting (XSS) into the URL of the new closure
• When you attempt to save a new case from an existing case form in Microsoft Dynamics CRM 2013 SP1 UR1 using the Save and Close button, users will encounter script error:
  • Microsoft Dynamics CRM has encountered an error - Unable to get property 'handleSingleClick' of undefined or null reference
• Adding a multi-line form control such as an iFrame or Web Resource to a form will not respect a non-default number of rows for height if visibility is collapsed by default
• Quick Find view definition is not properly considered. The columns being defined in the Quick find view are not used in the result that is displayed
• The Help button in the menu has no text for Screen Readers or Windows Narrator to read
• The Home button in the menu has no text for Screen Readers or Windows Narrator to read
• The Settings button in the menu has no text for Screen Readers or Windows Narrator to read
• Create a CRM 2013 Organization having the English language as base language. Install any language pack on top of it (for example, Norwegian):
  • If a user who sets the Norwegian language as the primary language is his personal options, opens the Out Of Box Sales Pipeline Chart, the user sees the name of this chart in Norwegian
  • However the legend of the chart remains in English
• Outlook lookup/dialog windows does not scale when the DPI is set to 125 or 150 percent
• If the Sales Professional Connection Role is deleted then it is no longer possible to remove Sales Team members from an Opportunity
• When a customer is using LINQ to query the CRM database from inside a plugin step, the query works fine in CRM 2013 UR 2. After upgrading to UR 3, it throws an error
• Email ModifiedOn Date changes when you use Reply, Forward or Reply All
• The default font does not have a proper font tag in the HTML Definition
• Tracing level Options are added to the Outlook Client Diagnostic
• Field mapping does not work for Option Sets in the tablet app. Option Set values do not get pre-populated
• addPreSearch is not applied to team lookups when the refresh button is pressed
• The Connector for Microsoft Dynamics (ERP) Solutions fails to import into CRM at Customer Address entity
• When you create a Roll up Query that has the ampersand symbol (&) in the field, it fails to open and gives the following error:
  • Error: There was an error processing your request. Please wait and try again later
• The Dialog box indicating that the Offline Process is complete closes too early
  • When the user assumes the process is already done, they try to access the CRM Data in offline mode and may encounter error messages, crashes, or hangs in Outlook
• When you upgrade or create a CRM organization on a CRM 2013 SP1 with UR1, during the "Microsft.Crm.Tools.Admin.InstallDatabaseUpdateAction" phase, most of the Out Of Box labels related to the base language of the organization will be updated to blank in the Localizedlabel table in the organization database
• If you work offline and you have the CRM client for Outlook with SP1 installed and you attempt to open a Sales Order Detail (Order Product) Invoice Detail (Invoice Product) Quote Detail (Quote Product), you receive a generic error on the web page that should have been shown:
  • If you look at tracing, you see the error ArgumentException:
    • Unsupported Entity code. Parameter name: entityTypeCode
• FilterRelationships on form lookups do not work properly
• If you try to import the CRM 2013 Management Pack on SCOM 2007 SP1/R2, you get the following error:
  • Cannot load Management Pack from specific sealed assembly file: [C:\Program Files (x86)\System Center Management Packs\ Microsoft System Center Management Pack for Dynamics CRM 2013\Microsoft.Dynamics.CRM.MP] This assembly is built by a runtime newer than the currently loaded runtime and cannot be loaded (Exception from HRESULT: 0x8013101B)
• Users of Microsoft Dynamics CRM 2013 will notice that the fields in the form's footer are not refreshed until the form is closed and reopened
• When we have a record that has a date and time already defined and click on the pick list to change the time, the first value we see is 0:00 or 12:00 AM instead of the selected value
• Embedded images do not render in E-mails
• When you send workbooks as attachments in Microsoft Excel and have Microsoft Dynamics CRM 2013 Client for Outlook is installed, Excel will appear to hang if the user did not save their changes prior to sending the attachment
• Users of Microsoft Dynamics CRM 2013 may encounter script error dialogs showing an InvalidCharacter Error
• There are three incorrect translations in the notes section of the activity pane for the German CRM 2013 that are misleading:
  • "Insert note" which is translated to "Knoten eingeben" (translated back it comes out as "Insert Knot" or "Insert Node" as in XML-Node). Expected: "Notiz eingeben."
  • The button "done" is translated to "abgeschlossen" ("closed" in English). Expected: "Fertig."
  • The delete button "Delete Note." The german translation is "Diese Rolle löschen", which would mean "Delete this role."
    • As role is the short form of security-roles, there is confusion about what this button does with security-roles. Expected: "Notiz Löschen."
• Printer prompts for 8.3"x11" paper when you print a report created in the report wizard
• When you attempt to save a new case from an existing case form in Microsoft Dynamics CRM 2013 SP1 UR1 using the Save and Close button, users will encounter script errors:
  • Microsoft Dynamics CRM has encountered an error - Unable to get property 'handleSingleClick.'
• Updates to Appointments are not synced from Outlook to CRM if they are owned by a team of which the user is a member
• Users that modify the horizontal axis labels on their charts will notice that the charts are displayed incorrectly in Microsoft Dynamics CRM 2013
• When you try to change views for a grid, if the view picker contains a large amount of options such as 50, Safari on the iPad may not render it
• You cannot create a record from a custom activity entity when theRegardingObjectId is set
• When date/time columns are null for a mailbox in CRM Online, 2013, or 2015, and access is tested for that mailbox, the CRM Asynchronous Service will crash
  • The event viewer will record an error stating Host {server name}: failed while monitoring asynchronous operations queue. Event ID 17411
• When many records are updated in Dynamics CRM, and all of those records have 1 or more workflows which are waiting for updates to those records, performance problems may occur in the SQL database for CRM
  • This could result in the blocking of SQL queries when those records are updated
• w3wp and crmasync platform trace logs contain Excessive Warnings logged for "Invoking delegate number XX for eventId XX"
• The onChange event for a field is not triggered for second time if a focus call is made within the onchange script
• Embedded Images fail to download after organization import. When viewing a network / http trace such as Fiddler, a 404 is occurring because the wrong URL is being used
• Error mails are received due to the existance of the CrmOrgMailboxPrefix* folder
• JavaScript using setRequiredLevel("none") does not work on CRM for Tablets for Business Required fields
• OnChange works incorrectly on the mandatory field if it is selected more than twice
• Consider the scenario where Plain text emails are promoted\create in CRM using the CRM Email router or SDK:
  • When the body of the email is shown by expanding email in the Social Pane Wall, it doesn't word wrap unless there is an explicit line break
  • In CRM if a user replies to the offending email and is subsequently tracked in CRM, the issue stops occurring for the replied email
  • This issue is reproducible in all browsers
• Before Service Pack 1 Update Rollup 1, Product Lookup from Order showed Product ID. After Service Pack 1 Update Rollup 1, Product Lookup from Order showed Price Per Unit
  • Also, the Product Name is shown twice in the lookup
• Receiving Invalid Parameter Error in Mobile Client Application client for sub grid views that contain Related Entity columns
• Some form field types are not read when you use JAWS disability software
• Cannot navigate look up fields and they do not return any output to the user when using JAWS disability software
• When you use JAWS disability software, a search box with results or no results available does not have any auditory feedback
• You cannot delete a Managed solution when it includes a ribbon customization that references JavaScript
• Importing solutions is slow in environments with field level security in use
• When you navigate to a Lookup dialog, using only the keyboard, narrator does not read entries of a lookup control
• You cannot insert Email Templates after Update Rollup 2 for CRM 2013 Service Pack 1
• Removing the preprint privilege for a user will not remove their ability to print records and grids as it does in CRM 2011
• CRM performs HTML encoding for the last recently viewed items which causes name corruption
• Multi line fields auto grow even when the field definition is not set to "automatically expand to use available space."
  • Once you tab out of the field the Multi line field gets automatically expanded and the scroll bar disappears
  • However, this leads to corruption of the form rendering
• Upon selecting the chevron in a quote, the Documents button does not appear even though it is in the form
• When you create a record from a sub grid related through a N:N relationship to the main entity, after filling in the mandatory fields and saving the record, the focus jumps to the parent page
• Mailboxes stop processing incoming and outgoing email when you use CRM Server Side Synchronization for email processing
  • This occurs when the mailbox that needs to be processed remains in a locked state
• When you run a report in CRM Online, or when you execute a Sandbox plugin, the report or plugin may fail with an exception similar to the following:
  • >System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error:
  • Reference number for administrators or support: #B944196D: System.Security.SecurityException: Either a required impersonation level was not provided, or the provided impersonation level is invalid
• NullReferenceException occurs when you send messages to an Azure topic using CRM SDK ServiceBus Plugins
• 12:00 AM schedule end in Service Level Agreements causes endless loop and spiked w3wp process
• After Update Rollup 1 for CRM 2013 Service Pack 1, an error occurs when creating Appointments when AutoRouteToOwnerQueue is set to 1
  • This can also occur with plugins in place on Book of appointment

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Support for identical new technologies provided by CRM 2013 Update Rollup 3 for Service Pack 1:

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM 2013 and associated CRM Updates 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 Updates 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 for Service Pack 1 provides 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

Microsoft Dynamics CRM 2013 Update Rollup 3 for Service Pack 1 provides additional support for:

• Apple OS X Yosemite (web client only)
• Google Chrome v37 and later
• Microsoft SQL Server 2012 Service Pack 2

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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
• Service Pack 1 Update Rollup 3: 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 and associated Updates 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, Microsoft Dynamics CRM

Microsoft Corporation

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