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Microsoft CRM 2011 Update Rollup 3 Released

Microsoft just released Update Rollup 3 for Microsoft Dynamics CRM 2011. As a reminder, the first two update rollups were released on:

You can download Update Rollup 3 from www.microsoft.com/downloads now, otherwise it will be automatically available via Windows Update on August 9th. Update Rollup 3 is a cumulative update rollup that includes all the fixes for the issues that are documented in Update Rollup 1 and Update Rollup 2. In addition, Update Rollup 3 contains the following additional fixes (none of which require manual configuration):

  • Assume that you import a plugin method in Microsoft Dynamics CRM 2011. You publish the customization. In this situation, when you start the plugin method, you receive the following error message:

    Unexpected Error
    An error has occurred.

  • The search results for system views in the Dynamics CRM 2011 Client for Outlook are not compliant with the search results in the Microsoft Dynamics CRM web client.

  • When you run a custom report that uses a primary entity and secondary entities, the values in the date and time columns are displayed incorrectly. The columns that should be displayed in the date-only format, are displayed in the date-and-time format instead.

  • Assume that you enable the http compression setting on the Dynamics CRM server. In this situation, the Microsoft Dynamics CRM 2011 Outlook client does not receive responses for SDK calls as compressed. This problem occurs because the Outlook client does not send an "EnableDecrompression" http header with the request.

  • The Dynamics CRM 2011 Client for Outlook initiates background send requests to the CRM server. This behavior can cause high server load and reduce performance because these requests are not throttled. This fix throttles these background send requests.

  • Consider the following scenario:
    • You create a custom entity that has a custom icon.
    • You create at least two records that begin with the letter "A."
    • You create a "1 to many" relationship from the custom to another entity.
    • You expose the Lookup field for the relationship to the custom entity in the related entity.
    • You log on to a Microsoft Dynamics CRM 2011 Outlook Client that connects to the environment through IFD/Claims.
    • You clear the Microsoft Internet Explorer cache.
    • You create a new record for the related entity.
    • You run the auto-resolving lookup function by using the letter "A" for the custom entity.

      In this situation, you receive a warning message that states there are multiple matching records. Additionally, the icon does not appear.
  • The Help files are updated.

  • Assume that you configure the Dynamics 2011 Client for Outlook. You browse to the Account folder or the Contact folder. In this situation, when ribbons and menus are rendered, you experience slow performance.

  • The Start Date field in the Fiscal Year Settings dialog box does not display the date that is converted according to the user time zone settings.

  • The Value for the Set this computer to be the synchronizing client in the Dynamics CRM 2011 Client for Outlook will appear to be different if you open the personal settings dialogbox by clicking the Options button in the Track In CRMpane on an email or appointment. Additionally, if you select the Set this computer to be the synchronizing client check box, the dialog box becomes unresponsive.

  • Some duplicate attribute labels exist. Therefore, it is difficult to map data on imports.

  • The Russian translations of the Create column heading and the Delete column heading are incorrect in the security role permissions.

  • When you send a Direct Email message to a large dataset, duplicate email messages are generated.

  • When you add a user in a multi-site domain, you experience slow performance after you click Save.

  • Assume that you enable the auditing for the Contact entity. If you use a Microsoft Dynamics CRM 2011 Client for Outlook, an auditing log is displayed every 15 minutes or every time that the Outlook client is synchronized with Microsoft Dynamics CRM 2011.

  • Some translations for the Slovenian language are incorrect.

  • Assume that you specify a comma (",") as the decimal separator in the personal format settings. When you enter a decimal custom value in a Duration field, the value is rounded unexpectedly.

  • When you export a static excel worksheet with non-English operating system settings, the Currency values are multiplied by 10,000.

  • When you export a Duration field to a Microsoft Excel worksheet, the value in the Duration field is displayed as text instead of as a number.

  • If an organization starts a large number of asynchronous operations, the async service allocates many resources to process those requests from the organization. In this situation, other organizations will have an increasing backlog of asynchronous operations. This fix introduces a new deployment setting to limit the number of items that can be processed by a single organization at one time.

  • Metadata cache access for one organization is blocked if another organization is loading metadata.

  • Assume that you create a contact who has a 200-character email message in Microsoft Dynamics CRM 4.0. When you upgrade the system to Microsoft Dynamics CRM 2011, you receive an upgrade error.
    When you create a contact who has a 200-character email message in Microsoft Dynamics CRM 2011, an internal server error occurs.

  • When you add a URL that contains a query string parameter to a sitemap area or a subarea in Microsoft Dynamics CRM 2011, the URL is rendered incorrectly.

  • Some Swedish language translations are incorrect.

  • Assume that you have a contact who has the Business Phone filed populated with a value. When you add a new phone call activity by using the ribbon from the Activities area, the Phone Number field is not populated in the phone call activity.

  • When you import a solution, some entities are not imported. Additionally, you receive the following error message:
    • Cannot change the max length of the owneridname attribute.
  • When you view the file properties of some files by clicking the Details tab, the value in the Company name field and the value in the Product name field are blank.
Topics: Microsoft Dynamics CRM 2011

Give CRM Custom Entities a Little Visual Love

Since Microsoft Dynamics CRM 3.0, you could customize the icon of configurable entities. This is an often overlooked aspect of the customization process, but can bring tremendous value to your users as they can more quickly identify areas of the application based on a unique visual reference (icon).

As a reminder, Dynamics CRM 4 used 3 entity icon sizes, a 16x16 gif (thumbnail icon used in sitemap/lookups/etc), 32x32 ico (for outlook), and a 66x48 gif (for forms). However, Dynamics CRM 2011 uses only two types of icons a 16x16 (sitemap/lookups/ribbon) and 32x32 (forms/outlook) icon file. Typically, we use png files for the image file type.

In Dynamics CRM 2011, you need to first create web resources for each entity icon for each size. A couple of utilities/code samples exist in the SDK to help automate this process, so be sure to check those out if you are updating numerous entities.  Once the web resource(s) are created, click the entity in the solution explorer and you should see an Update Icons button in the toolbar.

updateicons

After you click the button, you see the Update Icons dialog page where you then associate the icon to the web resource as shown below.

updateicons_selection

Note that in CRM 2011, you will see 3 options in the dialog (including the 66x48 option), but the 66x48 is not currently used, as described here

 

iconexperience_logo

We found a company back in 2005 that provides a fantastic (and inexpensive) icon library called IconExperience. We have recently upgraded to their v2 product line which contains over 2,500 icons! The download even contains folders with icons sized for Microsoft Dynamics CRM. Even better, IconExperience provides a utility to merge and reformat their icons (it uses the Java runtime, so you'll need to install that first to get the utility to work). You can quickly create your own unique composite icons, further increasing the size of your graphics library!

iconexp_toolkit

For those of you who don't have access to a graphic design department, IconExperience and configuring custom entity icons is a great way to create a more visually appealing Dynamics CRM application in a matter of minutes!