Tag Archives: 2016

Client Access Licence – Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

I’ve recently dealt with a user having difficulties trying to regain access into Microsoft Dynamics CRM 2016. The user reported an issue where there are no entities showing in the sitemap. The landing page is also showing error prompts stating that the users does not have sufficient permissions to view the appropriate dashboards and activity feed. This seemed surprisingly odd given that I’ve already given the user the System Administrator role.

image thumb Client Access Licence   Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

The following screenshots shows the user accessing the sitemap for Sales and Service, with the out-of-the-box and custom entities missing in the sitemap.

image thumb 1 Client Access Licence   Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

image thumb 2 Client Access Licence   Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

After further investigation and checking user settings, I noticed that the field Access Mode under the section “Client Access Licence (CAL) Information” in the Administration tab is set to Administrative.

image thumb 3 Client Access Licence   Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

Setting this to Read-Write resolved the issue for the user, allowing the user to access Dynamics CRM as usual, with out-of-the-box and custom entities available through the sitemap.

image thumb 4 Client Access Licence   Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

Client Access Licence (CAL) is a commercial software licence that allows clients to connect to Microsoft Dynamics CRM with underlying right to access components, services, and other parts of Dynamics CRM. This additional layer of security gives users additional accessibility settings to Microsoft Dynamics CRM.

image thumb 5 Client Access Licence   Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

Having CAL = Administrative doesn’t particularly sound useful given our case, as the user is not able to access anything in the system. Further exploring on CAL is when setting CAL = Read, users can access components in the Site Map and view records as per usual, but cannot edit any record information in Dynamics CRM. All records are currently set to read-only, and the user has only limited actions to do e.g. Email A Link, Run Report on the entity record. I could see this being used for users trying to administer and monitor data in Dynamics CRM but not use the actual system itself and have highly limited functionality of only reading data. This is speculating from my findings and implying as to how Microsoft would intend CAL to work in Dynamics CRM.

image thumb 6 Client Access Licence   Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap

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Cumulative Update #9 for SQL Server 2016 RTM

The 9th cumulative update release for SQL Server 2016 RTM is now available for download at the Microsoft Downloads site. Please note that registration is no longer required to download Cumulative updates. To learn more about the release or servicing model, please visit:

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Use PowerShell: build a redist folder to install Dynamics CRM 2016 without an internet connection

We’ve had several customers ask about an updated PowerShellscript that would download the Dynamics 2016 pre-requisites and put them in to a folder for installations without internet access.  Since the previous two versions there’s been a change to the files required in 2016, so with a few tweaks and a little testing, we have a script to paste in to PowerShell and create our own CRM 2016 Redist folder with all the pre-requisite files.

Usually you find PowerShell scripts downloadable as PS1 files, for the sake of safety I’ve provided it as text as well as a txt download so you can review the script it before running it in PowerShell.  With that in mind, this script can be simply copied and pasted into PowerShell so you can quickly build your redist folder.

Instructions for use:

  1. Open PowerShell on the computer you have internet access on
  2. Copy the script below top to bottom (from the “#begin script” to the “#end script”) – NOTE you may need to edit your language code in the script if you are not installing the EN-US language
  3. Paste it right into PowerShell – if it doesn’t execute hit enter to run the “Create-CRM2016Redist” function
  4. This will pop up a folder picker, pick a folder and press OK
  5. After you press Ok, the script will create a new Redist folder in the destination you’ve selected it will then proceed to create the directory structure (11 Folders), then download 24 files, this should total about 216MB of disk space when it’s all done.
  6. Finally, once it has completed, copy the redist folder to the install folder containing: Server, Client, EmailRouter, and BIDSExtensions folders
  7. When you’re done copying your install folder should look like the graphic below:

Download the PowerShell Script as a .txt file.

#begin Script 
#Function to Show an Open Folder Dialog and return the directory selected by the user. 
function Read-FolderBrowserDialog([string]$  Message, [string]$  InitialDirectory) 
{ 
    $  app = New-Object -ComObject Shell.Application 
    $  folder = $  app.BrowseForFolder(0, $  Message, 0, $  InitialDirectory) 
    if ($  folder) { return $  folder.Self.Path } else { return '' } 
}
#download pre-req function, also creates the folders 
function dlPreReq($  root, $  folderName, $  fileName, $  url)
{
  $  fldr = Join-Path -Path $  root -Child $  folderName
  $  dest = Join-Path -Path $  fldr -Child $  fileName
  #create folder if it doesnt exist 
  if((Test-Path -Path $  fldr) -ne $  True)
  {
    New-Item -Path $  fldr -ItemType directory | out-null
  }
  Write-Host ("Downloading {0} to path: {1} " -f $  fileName, $  fldr)
  $  wc = New-Object system.net.webclient
  $  wc.downloadFile($  url,$  dest)
}
#download each pre-req 
function Create-CRM2016Redist()
{
  $  linkRoot = "http://go.microsoft.com/fwlink/?LinkId="
  $  langCode = "ENU" 
  $  LHex = 0x409 #must match above langCode
  $  folderRoot = (Read-FolderBrowserDialog "Pick the location to create the Dynamics CRM 2013 redist folder") #folder root
  if(($  folderRoot.length) -gt 0)
  {
    $  fr = Join-Path -Path $  folderRoot -Child "Redist"
    dlPreReq $  fr dotNETFX "NDP452-KB2901907-x86-x64-AllOS-ENU.exe" "$  ($  linkRoot)328855&clcid=$  ($  LHex)"
    dlPreReq $  fr WindowsIdentityFoundation Windows6.0-KB974405-x86.msu "$  ($  linkRoot)190775&clcid=$  ($  LHex)"
    dlPreReq $  fr WindowsIdentityFoundation Windows6.0-KB974405-x64.msu "$  ($  linkRoot)190771&clcid=$  ($  LHex)"
    dlPreReq $  fr WindowsIdentityFoundation Windows6.1-KB974405-x86.msu "$  ($  linkRoot)190781&clcid=$  ($  LHex)"
    dlPreReq $  fr WindowsIdentityFoundation Windows6.1-KB974405-x64.msu "$  ($  linkRoot)190780&clcid=$  ($  LHex)"
    dlPreReq $  fr SQLNativeClient sqlncli_x64.msi "$  ($  linkRoot)178252&clcid=$  ($  LHex)"
    dlPreReq $  fr SQLSharedManagementObjects SharedManagementObjects_x64.msi "$  ($  linkRoot)293644&clcid=$  ($  LHex)"
    dlPreReq $  fr SQLSystemCLRTypes SQLSysClrTypes_x64.msi "$  ($  linkRoot)293645&clcid=$  ($  LHex)" 
    dlPreReq $  fr ReportViewer "ReportViewer.msi" "$  ($  linkRoot)390736&clcid=$  ($  LHex)"
    dlPreReq $  fr SQLExpr SQLEXPR_x86_$  langCode.exe "$  ($  linkRoot)403076&clcid=$  ($  LHex)" 
    dlPreReq $  fr SQLExprRequiredSp SQLEXPR_x86_$  langCode.exe "$  ($  linkRoot)403077&clcid=$  ($  LHex)"
    dlPreReq $  fr SQLCE SSCERuntime_x86-$  langCode.exe "$  ($  linkRoot)253117&clcid=$  ($  LHex)"
    dlPreReq $  fr SQLCE SSCERuntime_x64-$  langCode.exe "$  ($  linkRoot)253118&clcid=$  ($  LHex)"
    dlPreReq $  fr MSI45 Windows6.0-KB942288-v2-x86.msu "$  ($  linkRoot)139108&clcid=0x409"
    dlPreReq $  fr MSI45 Windows6.0-KB942288-v2-x64.msu "$  ($  linkRoot)139110&clcid=0x409"    
    dlPreReq $  fr VCRedist vcredist_x86.exe "$  ($  linkRoot)402042&clcid=$  ($  LHex)"
    dlPreReq $  fr VCRedist vcredist_x64.exe "$  ($  linkRoot)402059&clcid=$  ($  LHex)"
    dlPreReq $  fr VCRedist10 vcredist_x86.exe "$  ($  linkRoot)404261&clcid=$  ($  LHex)"
    dlPreReq $  fr VCRedist10 vcredist_x64.exe "$  ($  linkRoot)404264&clcid=$  ($  LHex)"
    dlPreReq $  fr IDCRL wllogin_32.msi "$  ($  linkRoot)194721&clcid=$  ($  LHex)"
    dlPreReq $  fr IDCRL wllogin_64.msi "$  ($  linkRoot)194722&clcid=$  ($  LHex)"
    dlPreReq $  fr WindowsIdentityFoundationExtensions "MicrosoftIdentityExtensions-64.msi" "http://download.microsoft.com/download/0/1/D/01D06854-CA0C-46F1-ADBA-EBF86010DCC6/r2/MicrosoftIdentityExtensions-64.msi"
    dlPreReq $  fr Msoidcrl msoidcli_32bit.msi "$  ($  linkRoot)317650&clcid=$  ($  LHex)"
    dlPreReq $  fr Msoidcrl msoidcli_64bit.msi "$  ($  linkRoot)317651&clcid=$  ($  LHex)"    
  }
  else
  {
    write-host "No folder selected, operation was aborted. Run Create-CRM2016Redist to retry."
  }
}

#kick off the script 
Create-CRM2016Redist 

#End Script 

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Dynamics CRM in the Field

How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On-Premise

Reports in Dynamics CRM 2016 have the functionality to be saved as a ‘snapshot’, either following a scheduled date and time or On-Demand. The screenshot below shows a custom report I had created with a snapshot created On-Demand. These snapshots are also able to be sent via email on a schedule.

This blog will provide a short guide on how to set up the sending of a scheduled report snapshot automatically via email. For this to work, CRM and CRM Users would need to be configured correctly to receive and send emails with either an Email Router, Server Side Sync or CRM for Outlook. This blog is only for Dynamics Dynamics CRM 2016 On-Premise and will not work for Dynamics CRM 2016 Online.

image thumb How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On Premise

Step 1: Connect to the server the Reporting Service is located on.

Step 2: (Optional) If you are unsure of your “reports” URL you can find it by opening the Reporting Services Configuration Manager, clicking Connect with the correct server selected and navigating to “Report Manager URL”. Your URL will be shown in the area blocked out after “URLS”.

image thumb 1 How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On Premise

Step 3: Open Internet Explorer as an administrator and navigate to the URL  for your reports.

Step 4: In the top right corner click the button ‘Details View’ button to change to the ‘Tiles View’.

image thumb 2 How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On Premise

Step 5: Navigate to your MSCRM folder (i.e.) and then to Custom Reports .

image thumb 3 How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On Premise

Step 6: (Optional) In the top right corner, you can search for “snapshot”. This will display all your scheduled report snapshots. If you have a large amount of custom reports this will definitely make it easier to manage.

image thumb 4 How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On Premise

Step 7: Hover over the value in the “Name” column, click the dropdown arrow and select ‘Subscribe’.

image thumb 5 How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On Premise

Step 8: From here you should be able to set up the information for sending a scheduled snapshot of a report to a User, as shown in the screenshot below.

image thumb 6 How to Schedule a Report Snapshot to Be Sent via Email in Dynamics CRM 2016 On Premise

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Useful Dynamics CRM 2016 Web API Queries: Part 2

Web API is an easy way to send queries to CRM with Javascript. Since the XMLHttpRequest and JSON libraries are available with Javascript we can use these libraries to send a HTTP request to the Web API and parse the JSON response data to objects.

Here are some more queries which I found useful.

Updating Lookup field

When updating a lookup field on a record in Dynamics CRM 2016 using the name of the field the following error will be presented.

image thumb Useful Dynamics CRM 2016 Web API Queries: Part 2

PATCH http://testserver/testorg/api/data/v8.0/mag_resolutions(639ea864-a071-e711-80d6-00155d048d70)
Request {
  “mag_resolutionnumber”: “5264”,
  “mag_issueid@odata.bind” : “/mag_issues(93f66077-a071-e711-80d6-00155d048d70)”
}
Response {
   “error”:{
     “code”:””,”message”:”An undeclared property ‘mag_issueid’ which only has property annotations in the payload but no property value was found in the payload. In OData, only declared navigation properties and declared named streams can be represented a
…………
}

Using the Schema Name of the lookup field resolves the issue (i.e. it is case sensitive). For other field types in Dynamics CRM 2016, you must use the field name. Best practice is to create fields with lower case names so the Name and Schema Name will both be lower case therefore updating a lookup field will be the same as updating other field type fields using lower case name of the field.

image thumb 1 Useful Dynamics CRM 2016 Web API Queries: Part 2

Querying a record by Lookup Id

When querying Dynamics CRM 2016 records filtering against a lookup field using the name or schema name of the field the following error will be presented.

image thumb 3 Useful Dynamics CRM 2016 Web API Queries: Part 2

GET    http://testserver/testorg/api/data/v8.0/mag_resolutions?$ select=mag_name,mag_IssueId&$ filter=mag_IssueId eq 93f66077-a071-e711-80d6-00155d048d70
{
   “error”:{
     “code”:””,”message”:”The navigation properties are not supported with $ select clause”,”innererror”:{
       “message”:”The navigation properties are not supported with $ select clause”,”type”:”Microsoft.Crm.CrmHttpException”,”stacktrace”:”   at …………
}

Adding the underscore character (_) followed by the name of the lookup and ending with ‘_value’ results in a successful query.

GET    http://testserver/testorg/api/data/v8.0/mag_resolutions?$ select=mag_name,_mag_issueid_value&$ filter=_mag_issueid_value eq 93f66077-a071-e711-80d6-00155d048d70
{
“@odata.context”:”http://testserver/testorg/api/data/v8.0 /$ metadata#mag_resolutions(mag_name,_mag_issueid_value)”,”value”:[
     {
       “@odata.etag”:”W/\”1255350408\””,”mag_name”:”Resolution 1″,”_mag_issueid_value”:”93f66077-a071-e711-80d6-00155d048d70″,”mag_resolutionid”:”639ea864-a071-e711-80d6-00155d048d70″
     }
   ]
}

Executing a Fetch XML Query

Instead of using OData queries you can also use the familiar Fetch XML queries. But to use Fetch XML the query would need to be URL encoded.

Fetch
  
    
      
        
      

  

< /fetch>
URL Encoded    %3Cfetch%20version%3D%221.0%22%20output-format%3D%22xml-platform%22%20mapping%3D%22logical%22%20distinct%3D%22true%22%3E%0A%20%20%3Centity%20name%3D%22mag_resolution%22%3E%0A%20%20%20%20%3Cattribute%20name%3D%22mag_name%22%20%2F%3E%0A%20%20%20%20%20%20%3Cfilter%20type%3D%22and%22%3E%0A%20%20%20%20%20%20%20%20%3Ccondition%20attribute%3D%22mag_name%22%20operator%3D%22eq%22%20value%3D%22Resolution%201%22%20%2F%3E%0A%20%20%20%20%20%20%3C%2Ffilter%3E%0A%20%20%3C%2Fentity%3E%0A%3C%2Ffetch%3E

The query will contain ‘fetchXML=’ followed by the URL encoded fetch query.

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Cumulative Update #8 for SQL Server 2016 RTM

The 8th cumulative update release for SQL Server 2016 RTM is now available for download at the Microsoft Downloads site. Please note that registration is no longer required to download Cumulative updates.

To learn more about the release or servicing model, please visit:

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Cumulative Update #5 for SQL Server 2016 SP1

The 5th cumulative update release for SQL Server 2016 SP1 is now available for download at the Microsoft Downloads site. Please note that registration is no longer required to download Cumulative updates.

To learn more about the release or servicing model, please visit:

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Useful Dynamics CRM 2016 Web API Queries – Part 1

Web API is a new platform feature of Dynamics CRM 2016 that exposes CRM data over OData (Open Data Protocol). Web API offers REST based endpoint which can be used across a wide variety of programming languages, platforms, and devices.

Since Web API is intended to replace existing SOAP base endpoint I started using the Web API feature in JavaScript web resources to query for data.

Here are some queries which I found useful:

Use the plural name of the entity when querying for data

image thumb Useful Dynamics CRM 2016 Web API Queries   Part 1

When using the Entity Name as it is the result will be an error “Resource not found for the segment”.

GET    http://testserver/testorg/api/data/v8.0/mag_consumersetup?$ select=mag_name&$ filter=contains(mag_name,’Test’)
     {
   “error”:{
     “code”:””,”message”:”Resource not found for the segment ‘mag_consumersetup’.”,”innererror”:{
       “message”:”Resource not found for the segment ‘mag_consumersetup’.”,”type”:”Microsoft.OData.Core.UriParser.ODataUnrecognizedPathException”,”stacktrace”:”   at
…………
}

Using the plural name of the Entity by added ‘s’ to form mag_consumersetups resolves the issue.

GET    http://testserver/testorg/api/data/v8.0/mag_consumersetups?$ select=mag_name&$ filter=contains(mag_name,’Test’)
     {
   “@odata.context”:”
http://testserver/testorg/api/data/v8.0/$ metadata#mag_consumersetups(mag_name)”,”value”:[
     {
       “@odata.etag”:”W/\”1257828567\””,”mag_name”:”Test A”,”mag_consumersetupid”:”e0b6ae92-4230-e711-80bf-00155d048d78″
     }
   ]
}

Querying a custom entity with Business Process Flow enabled

image thumb 1 Useful Dynamics CRM 2016 Web API Queries   Part 1

When querying for all field values of Entity records the error “Property ‘stageid’ is of an unrecognized EdmPropertyKind”.

GET    http://testserver/testorg/api/data/v8.0/mag_consumersetup?filter=contains(mag_name,’Test’)
     {
   “error”:{
     “code”:””,”message”:”Property ‘stageid’ is of an unrecognized EdmPropertyKind. Entity mag_onboardingrequest has duplicate navigation property names. All property names (Navigation and Structural property) must be unique in an Entity “,”innererror”:{
       “message”:”Property ‘stageid’ is of an unrecognized EdmPropertyKind. Entity mag_onboardingrequest has duplicate navigation property names. All property names (Navigation and Structural property) must be unique in an Entity “,”type”:”Microsoft.Crm.CrmHttpException”,”stacktrace”:”   at Microsoft.Crm.Extensibility.OData.CrmODataEntityTypeSerializer.CreateSelectExpandNode(EntityInstanceContext entityInstanceContext)\r\n   at …………
}

Query only the fields you need by specifying a select statement and field names

GET    http://testserver/testorg/api/data/v8.0/mag_consumersetups?$ select=mag_name&$ filter=contains(mag_name,’Test’)
     {
   “@odata.context”:”
http://testserver/testorg/api/data/v8.0/$ metadata#mag_consumersetups(mag_name)”,”value”:[
     {
       “@odata.etag”:”W/\”1257828567\””,”mag_name”:”Test A”,”mag_consumersetupid”:”e0b6ae92-4230-e711-80bf-00155d048d78″
     }
   ]
}

Querying an Action that has multiple output parameter with a least one of type EntityReference

image thumb 2 Useful Dynamics CRM 2016 Web API Queries   Part 1

POST    http://testserver/testorg/api/data/v8.0/mag_TestMultipleOutput
     {
   “error”:{
     “code”:””,”message”:”Resource not found for the segment ‘mag_TestMultipleOutput’.”,”innererror”:{
       “message”:”Resource not found for the segment ‘new_TestMultipleOutput’.”,”type”:”Microsoft.OData.Core.UriParser.ODataUnrecognizedPathException”,”stacktrace”:”   at
…..
}

Workaround is to change the ContactOutput type from EntityReference to String and return a json string representing the contact record.

image thumb 3 Useful Dynamics CRM 2016 Web API Queries   Part 1

POST    http://testserver/testorg/api/data/v8.0/mag_TestMultipleOutput
     {
   “@odata.context”:”
http://testserver/testorg/api/data/v8.0/$ metadata#Microsoft.Dynamics.CRM.mag_TestMultipleOutputResponse”,”StringOutput”:”test”,”ContactOutput”:”{ \”contactid\” : \”FA2A2CA9-B0FC-E211-A2E0-00155D0C8359\” }”
}

Use JSON.Parse to convert response from a Json string into a response object then JSON.Parse the ContactOutput string to obtain the contacted.

image thumb 4 Useful Dynamics CRM 2016 Web API Queries   Part 1

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How to Add a Sub Grid Search Box to a Dynamics CRM 2016 Quick View Form

Using a Quick View Form on a record in Dynamics CRM is a good way to view information about a related record. Fields can be added to the Quick View Form and sub grid to associated records. There are times when a sub grid contains many records and to search the records you can enable the Search functionality by selecting the “Display Search Box” option when setting up the properties.

clip image002 thumb How to Add a Sub Grid Search Box to a Dynamics CRM 2016 Quick View Form

But once you view this sub grid on the form with the “Display Search Box” option enabled, the Search Box is mostly hidden. Entering text into the Search Box is possible but the text is not visible.

clip image004 thumb How to Add a Sub Grid Search Box to a Dynamics CRM 2016 Quick View Form

Use the following unsupported JavaScript to add styling to the main div html tag to fix the issue and force the Search Box to be fully visible.

clip image006 thumb How to Add a Sub Grid Search Box to a Dynamics CRM 2016 Quick View Form

clip image008 thumb How to Add a Sub Grid Search Box to a Dynamics CRM 2016 Quick View Form

Note that Dynamics 365 does not have this issue, so be sure to remove this unsupported JavaScript if you decide to upgrade in the future.

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Podcast and Overview: Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises)

Related collateral you should know about:

We’re proud to announce that all packages for Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) were released on May 17th, 2017 to the Microsoft Download Center and are available for download! Appropriate packages will appear on Microsoft Update shortly.

Note: The Updates documented in this blog update the Dynamics CRM 2016 components described in this Microsoft Knowledge base article:

Microsoft Dynamics CRM Installations, Updates and Documentation

Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Build number:

8.1.1.1005

Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Download Center page

Here’s the “Master” Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises): (KB 3203310). Going forward, the plan is to continue publishing Master Knowledge Base articles for CRM Updates a bit in advance of release to aid planning.

Podcast:

On Thursday, May 18th 2017, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:

  • The release of Microsoft Dynamics 360 Update 2.1 and Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises)
  • New fixes made available in Microsoft Dynamics 360 Update 2.1 and Microsoft Dynamics CRM 2016 Update 1.1
  • New functionality made available in Microsoft Dynamics 360 Update 2.1 and Microsoft Dynamics CRM 2016 Update 1.1

during a Microsoft Dynamics 365 (on-premises) Update 2.1 and CRM 2016 Update 1.1 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 “Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral” Page

For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all supported Microsoft Dynamics CRM Updates, Update Rollups, and Service Packs, visit the “Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral” page.

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Important note:

An updated Unified Service Desk for Microsoft Dynamics 365 / CRM (Build 2.2.2.806) has been released. See the following Microsoft Download Center webpage for download details:

Unified Service Desk for Microsoft Dynamics 365

General Upgrade Rollup and Service Pack Notes:

  • Testing CRM 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 link above points to a recently-released version of the Toolkit reworked to support CRM 2016! Talk to your TAM (Technical Account Manager) if you want Premier Field Engineering to help your team install and configure it!
      • 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 functionality or customizations done from within the UI

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Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) packages are available for download via:

  • The Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Download Center page – released May 17th, 2017
  • The Microsoft Update Catalog – to be released shortly
  • The Microsoft Update detection / installation process
    • Note: Microsoft Dynamics CRM 2016 / Microsoft Dynamics 365 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 Microsoft Dynamics 365 Update 2.1 “master” Microsoft Knowledge Base article

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Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Prerequisites:

  • Essentially the prerequisites listed in the Microsoft Dynamics CRM 2016 Implementation Guidedownload or Online TechNet for the various CRM components serviced

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Issues resolved via Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises):

  • Cannot read property ‘raw’ of undefined” error message is displayed for null-valued Two Option fields when Legacy Form Rendering is enabled
  • The Refresh from CRM button in Excel corrupts the Currency, Date and Time cells
  • The keyboard tab focus goes back to the CRM Home icon after you select any lookup value from the lookup dialog when using the keyboard
  • The Outlook client fails initial configuration with single sign-on (SSO)
  • Product Properties hyperlink to edit products does not work
  • When you create activities by using the Quick Create function, the notes section is unavailable in CRM Online 2016
  • 102 duplicate errors occur when you change a contact through the duplicate detection
  • You cannot add products from the product associated view in the orders and invoices entities
  • “Access Is Denied” error message occurs when you change an owner of a record through a lookup field
  • The Activities and Closed Activities icons aren’t displayed correctly
  • After the opportunity and contact view is updated with SLA columns, performance decreases when the view contains a Hierarchy condition
  • The Alt key does not lookup ActivityParty entities that reference from SDK
  • Application metadata sync detection should be language aware
  • Application metadata sync lock should be language aware
  • Application metadata sync on invalid tables should immediately obtain write lock
  • Application metadata sync should not set header state to invalid for user application metadata
  • An appointment that is tracked in Outlook creates duplicate appointments in Outlook after it is synced to CRM
  • You cannot create an opportunity record if a business process flow exists
  • Web API query does not honor the nested filter criteria that has multiple OR and one AND conditions
  • Calling setValue in the new form experience causes OnChange events to loop
  • “You must supply Parent campaign before you create a Campaign response” error message is displayed for campaign response reimports
  • Cancelling SLA Key performance indicators (KPI) does not cancel SLA timer
  • Cancelled order title is not displayed on the Activities tab
  • You cannot view the default sales dashboard
  • Case merge does not function as expected when you switch between the 2 cases and try to merge
  • Changing state attributes is not allowed when you create a 20-plugins stage in Dynamics CRM 2016 Service Pack 1
  • Changing the language through the top bar does not work on a Voice of the Customer survey
  • Charts return different results in the Mobile App client than in the Web CRM client
  • ClearOptions() of the OptionSet control will trigger the OnChange event through the new form rendering experience
  • Clicking telephone number links will open the Quick Create form
  • The command bar on the activities tab in the social pane does not display all buttons
  • The command bar is missing on multinational entity search on pop-up context
  • A contact who has a deleted email address in Exchange isn’t successfully synchronized back to CRM
  • The Contract Cancellation Date field is set to current day instead of the selected date on cancel
  • “System.InvalidOperationException: Collection was modified after the enumerator was instantiated” error message when you fail to create a placeholder
  • The notes section is unavailable when you create activities by using the Quick Create function
  • “Tracking Outlook Item in CRM contacting CRM” error message is displayed in Microsoft Dynamics CRM 2015 for sent email messages that have been tracked in Outlook
  • A SQL error is displayed when you download a Word template for account entities in Microsoft Dynamics CRM 2016 Service Pack 1
  • Update messages for plugins are inconsistent with documentation in Microsoft Dynamics CRM 2016 Service Pack 1
  • Users see a blank chart area after you switch to offline in Microsoft Dynamics CRM 2016 Service Pack 1
  • After you create an appointment in Microsoft Dynamics CRM and synchronize it to Outlook, the appointment disappears from the Outlook calendar
  • The time zone isn’t set correctly for Voice of Customer survey response entities in Microsoft Dynamics CRM 2016
  • The IME mode setting for fields are not respected in Microsoft Dynamics CRM 2016 Service Pack 1
  • Field values do not display from the opportunity Business Process Flow when the quote is revised in Microsoft Dynamics CRM 2016 Service Pack 1
  • The CRM App for Windows 8.1 phones freezes on a Stop error after you enter an organization URL
  • An error is displayed when you try to move admins to a different business unit
  • CRM for phones does not open a web browser when a URL contains multibyte characters
  • CRM mail merge sends only one email when recipients are restricted
  • The CRM Online copy feature fails if there is an alternative key on a business unit entity
  • CRM Online forms shift to the right when you select a lookup
  • CRM version upgrades fail if a SQL plan guide is in place on a customer database
  • Japanese characters are garbled in survey pages in Microsoft Dynamics CRM 2016
  • Xrm.Page.data.process.moveNext does not work when you save in Microsoft Dynamics CRM 2016 Service Pack 1
  • A Business Process Flow related error occurs when you convert a quote to an order in Microsoft Dynamics CRM 2016 Service Pack 1
  • Custom entities cannot be found by using the Quick Find function in the Dynamics 365 mobile app in offline mode
  • Custom views in a lookup window using AddCustomView does not align data and column titles
  • You cannot set 0 precision on the Opportunities page when you close it
  • Date fields display an incorrect value in the Response Summary area from a survey response record
  • Description fields do not scroll in read-only mode
  • Different security behavior with the new form experience and quick views within forms
  • The drop-down arrow is missing from select lists
  • Edge browser fails and redirects when you filter a view by using a custom filter
  • Emailing a link throws an exception on the Opportunity form when the All Stakeholders view is used
  • The MailboxQueueManager.GetExecutingOperationsMapping() email connector throws the “System.ArgumentException: An item with the same key has already been added”
  • Email router fails to process POP3 emails
  • Email tagger query performance has been optimized
  • Emails that are sent from Outlook or Gmail in response to CRM emails and emails to internal users are not tracked
  • Emails with attachments that are larger than the size set in CRM cannot be tracked
  • Exporting activities does not return expected related records
  • Engagement hub does not show queue items for personal views
  • Error occurs when you edit a chart in dashboard if it is created from a different language
  • Error occurs when you publish customization when using the Safari browser in Mac
  • The Error Reporting tab disappears in privacy preferences
  • Error occurs when you try to create an order from a revised quote
  • Error occurs when you open a case that is resolved by a workflow
  • Error occurs with the knowledge base search control on the lead entity
  • Exceptions in plugin assemblies will not surface as the inner exception
  • Error occurs when you try to add addresses when using the Safari browser on the iPad
  • “Custom form label for cell id ‘xxx’, phonecall.scheduledend matches the metadata display name and should be removed from the form” exception is displayed
  • Export to Dynamic worksheet does not respect regional settings
  • Export to Excel fails if there are columns that have duplicate display names
  • ExtendedTimeout in the prepareSync requests is not honored by the Outlook client
  • You cannot manually track appointments in Outlook if you type Korean characters in the subject
  • Incorrect errors (File Not Found or does not exist on disk) in logs on offline servers occur because of missing offline files
  • Sent email messages are left aligned for Hebrew organization
  • ForceApply user command does not give error details when the command fails
  • Bing API calls are made from a form even though the Bing Map control was removed
  • Forwarding or Replying an email in CRM clears the Received time stamp and keeps only the date
  • The from field on the email form in Microsoft Dynamics CRM 2015 Update 1.0 shows all email enabled entities
  • Generated synchronization error is not visible both in the Dynamics 365 mobile app, and the Web client
  • An AJAX component error occurs upon upgrade from Microsoft Dynamics CRM 2011 to 2016
  • GetPowerBISharePointSites causes unnecessary exception handling
  • Graceful restart and recycle enhancements for the CRM Sandbox servers
  • A Handler that is added through the addOnChange API during onLoad will not run after a form was rendered in the new form experience
  • Large amount of customizations (entities and attributes) will cause bad performance on system customizations
  • Hierarchical security model filtered views cause performance regeneration
  • If preventDefault is called on OnSave in the Quick Create form, the Save button no longer works
  • An Iframe is not refreshed with the new source URL when you click the form section selector
  • Importing by using CRM templates is not possible because of incorrect behavior on the date or time field’s format
  • Importing multiple solutions from different publishers that contain overlapping components throws an exception
  • When you click lookup fields in the new forms experience footer, referenced records cannot be opened
  • An incorrect title is displayed on custom entity forms on the Interactive Service hub
  • Increase the amount of time before an IIS timeout
  • Index creation on Norsync log tables
  • “Permission Denied” error message when you create a case from sub grids on a contact entity form in InPrivate mode in Internet Explorer
  • Invalid Odata filter expression is sent to Azure for search
  • Large volume exceptions are displayed when it writes to CRM event log
  • Location disappears from appointments
  • Lookup is not default in CRM 2016
  • Mailbox stays locked if communication with site wide fails
  • Metadata synchronization fails
  • Microsoft analyzers have incorrect word-breaking on strings that contain signed numbers
  • Microsoft Dynamics CRM client for Outlook disables when you switch network connections
  • Minimal copy breaks rollup fields. Copy should include RollupPropertiesBase
  • Missing the + icon on the quick view control
  • Missing page navigation arrows for Knowledge Article views after a quick search
  • Mobile offline profile work items synchronizing as data work items
  • IOS Shim displays script errors when you select the Home button in the Dynamics 365 for mobile app
  • Xrm.Utility.openEntityForm API call does not work when using the Dynamics 365 for mobile app
  • The ModifiedOn field on Emails is updated without any updates from the user
  • Money fields fail to import for non-English languages in Microsoft Dynamics CRM 2015
  • Move up and move down buttons disappear on inline products grid of quotes, orders, invoices and opportunity if the default view is changed
  • Multiple databases backups occur for the same organization per day even though a maintenance job is supposed to run once per day
  • N:N relationship between two custom entities does not work in the Outlook client
  • Dynamics CRM 2016 Service Pack 1 AddMembersTeamRequest SDK call does not work after the global auditing and user entity auditing are enabled
  • The setValue function causes the OnChange event handlers to run in the new form rending experience using Dynamics CRM 2016 Service Pack 1
  • NavBar current entity record name disappears when you click cancel on unsaved pop-up messages
  • No results are returned on the Interactive Service hub when you search email subjects that contain square brackets or other special characters
  • Null value is added when you update recipient To, Cc, and Bcc fields in workflow steps
  • Object does not support the $ find property or method when you click the Results button two times
  • Odata issues with stage ID
  • On the closing dialog of a telephone call, the dropdown for status code shows two rows maximum
  • The OnChange event is called multiple times on Option sets
  • The OnChange event is fired when a lookup field is changed by the setValue() function
  • OneNote integration displays incorrect date and time on new notebooks
  • Appointments, Contacts, and Tasks in Server Side Synchronization stop processing if it’s approved by non-O365 admin in CRM online that uses a hybrid profile
  • The OnSave() event does not trigger on the Close as Lost or Close as Won button for opportunity records
  • Operation returns a RequestEntityTooLarge status code that is invalid
  • Optimize bulk delete on SubscriptionSyncEntryOfflineBase during a reinitialize of a subscription
  • The Option Set fields do not clear previous record values in the Dynamics 365 for mobile app
  • The Organizer field value disappears when an appointment is created from the sub grid
  • Other addresses do not synchronize to CRM when they are the only field that is updated in Outlook
  • The Outlook client going offline causes a timeout error
  • You cannot save data to a custom field on Outlook forms
  • The Outlook client displays popup messages during tracking
  • Override the behavior for the trialAndGracePeriod hard code value for the TrialExpireNotification message bar
  • Parsing of decimal number limits fails in the Dynamics 365 mobile app when locale settings use a comma as a separator
  • The Personal Options buttons are not visible with a 1280×768 resolution
  • Plugin failures to connect through non-listening (or filtered) network port results in SecurityException because of serialization issues with SocketException
  • The PrincipalObjectAccess table is not cleaned up after you delete related activity types
  • Preserve the Iframe view when navigating back while using the new form rendering experience
  • Multiple invoices are created when you press the Create Invoice button multiple times
  • Pricing is locked with a padlock on Quote, Invoice, Order, and Opportunity Product
  • Process triggers can be in an orphaned state
  • The processing dialog box is missing when you send, forward, or reply to emails after CRM online was updated to CRM 2015 SP1
  • Publishing errors occur with orphaned CustomControlDefaultConfig records
  • Querying WebAPI with filter returns null owners
  • QueueInitializationOperation can result in non-initialized queue managers
  • A race condition occurs in the SandboxAppDomainManager static singleton class
  • Remaining terms (entitlements) are increased after you reactivate an incident record if there are any workflows that change the status of the case
  • Removed Germany billing address check in PVS manifest for Voice of Customer
  • RetrieveMetadataChanges request should have a limit for max filters or conditions
  • RetrieveMultiple does not work on customer service calendars that have varying day schedules
  • Changes are reverted for the Fetchxml Paging report because of back-compatible break
  • Rollup field’s Last Update On field causes script errors
  • “Access is denied” SandboxHostUnhandledException when you spin up a native process
  • The Save and New button functionality does not work in CRM 2016
  • The Save button moves to the center of the Opportunity form when a two line footer is enabled
  • Saved views with FetchXML that contain a left outer join does not work in Outlook client add-in
  • Saving mobile offline filters fail on a custom entity because of the default advanced view that has a linked entity
  • Script error occurs when you have a html web resource in Internet Explorer using the new form experience
  • Scrollbar on read-only fields is not visible
  • The Send Invitation modal appears because two JavaScript functions are renamed as the same
  • Server-side sync creates ACT duplicates
  • You cannot enter contract lines on case forms when the field is locked
  • Service request queue lookup does not work in CRM online because of the or statement in the where clause
  • ServiceId is missing in the logs and it is set to Guid.Empty. You cannot search once this happens
  • SetCurrentView does not work in the Grid Load event handler
  • SharePoint folder hierarchy is incorrectly created by using parent/child relationships
  • After the updates from CRM 2016 RTM to CRM 2016 SP1 you try to create an appointment by using the social pane, and the business process flow inside the appointment entity is not visible
  • SIS EntityHandler does not handle inability to subscribe to change notifications correctly
  • SIS null reference exception in SearchIndexEntityHandlerHelper ExecuteSync
  • ASCII question mark characters are escaped for Skype integration (Click to Call)
  • Sorted results of interactive service hub knowledge articles in Microsoft Dynamics CRM 2016 SP1 are inconsistent
  • Stored XSS in dashboard or form editor
  • Sub grids are loaded even if the tab is collapsed
  • Synchronization cycles fail with the EWS time-out exception if an Exchange mailbox has many Appointments, Contacts, and Tasks
  • Synchronization error occurs when you delete the email address from a contact
  • Contact synchronization that uses server-side synchronization causes infinite updates
  • Synchronized appointments are not cancelled in Exchange when the appointments are cancelled in CRM
  • System and user application metadata table locks should be more precise
  • Tabbing into a lookup field opens the most recently used list and does not let the user type without pressing the escape button
  • The hierarchy button in the upper-right corner disappears after you open the Quick Create popup
  • The billing end date is not computed correctly
  • The line breaks between Internet Explorer 11 and Firefox are different when you create an email template
  • The Outlook client creates frequent PrincipalObjectAccess calls in order to be available for a potential offline synchronization
  • Time zone issues with appointments that are synchronized to Outlook through Server-Side Synchronization
  • Trace log files are created and logged on TraceEtwOnly
  • After you track an email into CRM, the View in CRM button isn’t enabled
  • The new form experience treat a single line text field that has the TextArea format differently than the legacy forms did
  • When you navigate away and back to Associated views, two mastheads are displayed after a script error occurs
  • Contact method option set is not displaying the correct values when you use the new form experience
  • You cannot access HTML Web resources in the Outlook client
  • You cannot change the dialog names if the user language differs from the base language
  • You cannot set the S2S authentication with Microsoft Dynamics CRM 2016 Service Pack 1
  • You cannot create a new lead because of the business process error
  • You cannot customize lead address entities in Microsoft Dynamics CRM 2016 Service Pack 1
  • You cannot delete a team or business unit
  • You cannot enable the field level security for the PriorityCode attribute on appointment entities in Microsoft Dynamics CRM 2016 Service Pack 1
  • An error occurs after you enable mobile offline for the entity Work Order Service tasks from the Field Service solution
  • You cannot override the default product price per unit on an order entity
  • You cannot delete the Enable for Mobile option in on-premises for default entities
  • You cannot retrieve entity metadata through the SDK if the SLA feature is enabled for that entity
  • You cannot retrieve metadata for Customer type fields
  • An error occurs when you try to search for existing products by using a language that’s not the default language of the organization
  • You cannot use the Web client email with Voice of Customer installed and Legacy forms enabled
  • An unhandled exception occurs during Server Side Synchronization processing of a single mailbox that affects all email mailboxes in the organization and may cause duplicates
  • Untracking appointments does not remove an entry from the IdMapping table or from the Outlook client
  • “ErrorIrresolvableConflict” error message occurs when you update an individual instance of a recurring appointment in CRM and it does not reach Exchange
  • Updating imported appointments from Exchange does not synchronize to CRM
  • Upgrade from earlier versions fails with Turkish collation
  • Upgrade tasks should automatically fail if it takes longer than expected
  • You cannot remove a campaign in marketing lists in which the status is read-only
  • UserID isn’t replaced in retrieve multiple queries which have multiple references
  • You cannot see case views in the views dropdown and you only see My active cases
  • You are prompted to save changes when you navigate away from the Entity form with the Embedded Quick View form in Microsoft Dynamics CRM 2015
  • Users can see a form that they do not have permissions to if they’ve used a direct link
  • Users from other business unit do not appear in the CRM App client for Outlook entity in an Add Eligible users list
  • A user’s team is not evaluated in a view query properly because the data is not displayed in the Team view on the mobile client
  • You cannot override pricing after upgrade to Microsoft Dynamics CRM 2016 Service Pack 1
  • Using advanced find to add marketing list members causes an error when Auditing is enabled
  • Using Exchange on-premises from CRM Online (Hybrid) causes mailboxes to be stuck if connection to Exchange is slow
  • Voice of the Customer plugins use shared class members
  • The Voice of the Customer survey page isn’t editable when you copy or paste text on the page
  • Quotation mark is replaced by the “”” text string
  • Web resource height isn’t set correctly
  • Web resource size isn’t respected on the Turbo forms in Microsoft Dynamics CRM 2016 Service Pack 1
  • Week numbers are incorrect (for United States date format) on charts
  • When a quick view form contains a sub grid and it is inside a tab collapsed by default, paging controls will be missing from the sub grid
  • When you switch between the main form and the related records in CRM, occasionally the Boolean fields (two options) are reset to the default value and will be submitted to the CRM database
  • White space is saved to the CRM database at the end of text
  • Symbols and fonts are not displayed in Win 10 tablet shim with the Windows 10 anniversary update
  • Workflows will have the Running status for the Stop Workflow step (Succeeded or Cancelled)
  • Incorrect “expires on date” is displayed when you create a contract through SDK
  • Adding New Records to sub grids for N:N Relationships from the CRM for Outlook client causes a script error “ServerError” to occur
  • Unexpected email resolution when using Full-Text Search
  • When the Hierarchical Security Model is enabled the performance of New User Creation decreases
  • The Sort Order of a View is changing after navigating away from the View
  • Fields marked as Read-Only on the Opportunity Product Form can be edited
  • The error “The sender does not have an email address on the party record ” occurs when attempting to process Pop3 emails using the E-mail Router
  • A Synchronous Workflow is causing a Business Process error when attempting to create a related record
  • A SQL timeout error occurs when attempting to Go Offline using CRM for Outlook when millions of records are being synchronized
  • A Scheduling Alert will occur without any details after changing an existing Appointment
  • Unable to load a View of Knowledge Articles while using the Interactive Service Hub
  • Data in columns is missing when attempting to perform a Quick Find Search for Knowledge Articles
  • Add attachments is not available after saving a new email message in CRM while using Legacy Form Rendering
  • Multi-line read-only fields do no not resize or expand properly
  • Meeting invitations do not get sent to appointment attendees while using Server-Side Synchronization
  • Formatting issues occur in Dashboard Views while using the Dynamics 365 mobile app
  • After creating an appointment in CRM the Organizer Field is not populated
  • The Sandbox Worker holds on to Socket Handles from the Host Service and causes port exhaustion
  • The import of custom entity fails because of a duplicate CustomControlDefaultConfig
  • When an Appointment is created and the Organizer places themselves as a Required Attendee, the Required Attendee will be removed after syncing with Server-Side Synchronization
  • When using the Dynamics 365 mobile app the Lookup Results bar is hidden behind the on screen keyboard
  • SharePoint Document Lists take over 15 seconds to load
  • Parature Integration KB Search by default uses “OR” Search which return too many results
  • Knowledge Management Search does not return any results when using Unified Service Desk
  • Goal Participating records do not show records with the same filter as the Rollup Field
  • A bullet point is inserted incorrectly when working in an Email Form and inserting bullet points
  • Recently Viewed items are not stored on a Danish or Swedish installation of Windows 10
  • After changing a user’s Security Role, they are no longer able to access Interactive Service Hub
  • After updating an Appointment in Outlook the Description field changes are not being updated when syncing with Server Side Synchronization
  • The email body is disabled when using Google Chrome in Citrix and Google Chrome (Incognito mode) in Windows
  • If a CRM organization has over 5000 ribbon rules the Homepage will fail to load
  • A Field may overlap a sub grid when the resolution on the screen is lower than 1920×1080
  • Spell Checker in Interactive Service Hub does not work for the email drafting textbox
  • Marketing Lists are not being associated with an existing undistributed Campaign Activity
  • A Case record fails to save while using the Dynamics 365 mobile app
  • The “Follow” dialog appears incorrectly on a server installation using the German language
  • Server-Side Synchronization fails to process because the previous connection to the mailbox was not closed properly while using a Hybrid Email Server Profile
  • The column values are misaligned on a Product sub grid from the Quote Entity
  • While using Hierarchy Modeling, Personal Dashboards appear for the incorrect users
  • Appointment attachments are not being synchronized from CRM to Exchange while using Server-Side Synchronization
  • Unable to see a Lookup Field in order to select the correct Queue in the “Add To Queue” dialog box while using Unified Service Desk
  • Charts are not shown using Quick View Forms
  • A record window opens in the background when it is opened from a Dashboard in Outlook
  • Server-Side Synchronization continuously updates Appointments
  • A Pre/Post Create Plugin on the SystemUser Entity does not trigger in CRM Online
  • Appointments, Contacts, and Tasks (ACT) syncing fails after performing a Minimal Copy in Dynamics 365 as the Synchronized Fields and User Filters were not created
  • Error in ‘UpdateOwnerEmailAddress’ causes user provisioning to fail if the organization is using a Hybrid Email Server Profile
  • After enabling Full-Text Search an organization is unable to be updated to Service Pack 1 for CRM 2016
  • Changing the owner using a Workflow also changes the Owner in a Create Audit Event
  • Odata Expand Property fails while retrieving custom Lookup Fields
  • Lead Ribbon does not refresh on Assign
  • The + button on the Connection sub grid is not working on the Main Form for the Case Entity
  • A solution import will fail if it is a merged Solution
  • Modifying a user’s Mailbox to remove Server-Side Synchronization does not reset EnabledforACT back to 0
  • One corrupt email in the database will prevent other e-mails from being sent using Server Side Synchronization
  • An error occurs when closing a case form after deleting an e-mail with an attachment
  • Word Templates using multiple lines of text with line breaks is not working properly
  • Some buttons do not respond when clicking on them within the ribbon
  • After going offline with the Outlook client, notes are not available for records if a user had previously cancelled offline synchronization
  • Client side telemetry should not include the app suspended time
  • Users can experience a lookup control error when trying to assign incoming tracked emails
  • Errors are not reported on an operation in certain failure instances with locked-file handling
  • After an async service restart, a few sandbox execution calls from each worker process will result in a SdkCommunicationException
  • Multiple lines of text do not work properly with a Word template
  • Multi-lines in a quick view form are not displayed correctly because the max-height attribute is set unexpectedly
  • Scan worker threads appear to hang on a ping which delays the status update and results in low clean worker process count
  • Dynamics 365 configured with SharePoint on-premises ReadUrl and EditUrl are incorrect
  • Pop3 synchronous changes converts async steps in the Pop3 incoming pipeline to run synchronously
  • Added dependency information to the exception logged by ThrowCrmException
  • Too many resolved email addresses cause performance issues in the async service
  • Need to declare the StringBuilder Object _stringBuilder as static
  • Added dependency information to the exception logged by ThrowIfDependenciesMissing
  • Record window opens in the background when it is opened from a dashboard
  • The connection subgrid on a case main web form and the button on the grid is not working
  • Error when importing a solution into Turkish base language organization
  • Exception on inserting a null value in the WorkflowLogBase table for a non-null column
  • Legacy SDK clients that rely on ACS flows no longer authenticate
  • The Message field for trace errors contains the entire stack trace
  • SQL Query is not included in the exception message
  • Reconfiguring Outlook uses the same installation id and does not allow to differentiate between first time and subsequent loads
  • The Async plugin is facing an intermittent 2 minute timeout due to cold .NET ThreadPool and slow scale up
  • I/O exception on thread synchronization
  • Allows a flush of the metadata cache if a new option set value is added Alerts”

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Support for new technologies provided by Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises):

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM 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 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 2016 CRM Compatibility List.

Hotfixes and updates that you have to enable or configure manually

Occasionally, updates released via Microsoft Dynamics CRM Updates require manual configuration to enable them. Microsoft Dynamics CRM Updates are always cumulative; for example, Update 0.2 will contain all fixes previously released via Update 0.1 as well as fixes newly released via Update 0.2. So if you install Update 0.2 on a machine upon which you previously installed no Updates, you will need to manually enable any desired fixes for Update Rollups 0.1 – 0.2:

  • Microsoft Dynamics CRM 2016 Update 0.1: no updates requiring manual configuration
  • Microsoft Dynamics CRM 2016 Update 1.0: Microsoft Dynamics CRM 2016 Update 1 contains updates that you must configure manually. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must “opt in”. For more information on how to install product updates in Microsoft Dynamics CRM 2016 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates
  • Microsoft Dynamics 365 Update 2.0: Microsoft Dynamics 365 Update 2 contains updates that you must configure manually, as does Microsoft Dynamics CRM 2016 Update 1.0. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must “opt in”. For more information on how to install product updates in Microsoft Dynamics 365 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates
  • Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) contains updates that you must configure manually. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must “opt in”. For more information on how to install product updates in Microsoft Dynamics 365 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates

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Greg Nichols
Dynamics 365 Senior Premier Field Engineer
Microsoft Corporation

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