Mitch Miliam posted a helpful tidbit in Workflow
Ownership and Disabled Users. Be careful when disabling users that nothing
is assigned to them especially workflows which will stop running. Also a good
reminder to keep an eye on your waiting system jobs to notice these problems
quickly.
Jukka Niiranen teaches us a thing or two in CRM
Reminder Workflows Done Right. This describes the correct way to create a
reminder workflow and some things you should keep in mind.
Biggest news over the last week was the release of Rollup 17
for CRM 2011. Here are the pieces you need to be able to find: Knowledge Base Article, Download
Site, PFE
Blog. Sonoma Partners also recorded their top
picks here. Here is what I picked out of the KB (probably still too much to
read but less than what we started with):
Important Fixes
·
Quick Find fails with "Invalid
Argument" when whole number fields are added as find columns
·
Removing / Adding any field to the form
after enabling the option "Automatically expand to use available
space" causes the sub grid to shrink or resize to much smaller in size.
·
Reports cannot be executed once the
default filter form the report is removed and the update is saved. The
execution fails with the following error on screen. "Reporting Error: The
repot cannot be displayed"
·
After applying Update Rollup 16,
Solution import fails with overwriting components
·
After installing Update Rollup 16, CRM
reports embedded in IFRAME objects (on forms / dashboards /etc...) no longer
display correctly when using Internet Explorer 9 or Internet Explorer 10
·
A form has multiple tabs which are
initially hidden and then made visible programmatically. Once the tabs are made
visible, the navigation bar containing the links to other related entities
moves down and part of it gets off the screen, making the users unable to see
or select some links.
·
After exporting the results of a Quick
Find search to Excel Pivot Table, the resulting file cannot be opened. The
following error appears: "[Microsoft][ODBC SQL Server Driver][SQL
Server]The SELECT permission was denied on the object 'AccountBase', database
'...._MSCRM', schema 'dbo'."
·
Cannot change owner on create of
Appointment after Update Rollup 16
·
Audit setting disabled when changing
cascading behavior
·
Activity Types change when importing
Solutions. As a result a view on the Activity entity that references the custom
activity entity stops working. Warning message on the filter: This condition
had one or more list values that no longer exist in the system.
·
After applying Update Rollup 16 in
Microsoft Dynamics CRM 2011, users are unable to remove Deployment
Administrators if the account exists in a separate domain.
·
After installing Update Rollup 12,
there are changes to the Microsoft Dynamics CRM 2011 forms that may impact the
visually impaired such as lighter colors and the absence of highlighting on
items such as the SiteMap and Tab titles.
Interesting/Odd
Fixes
·
Bulk Edit on Cases shows wrong dialog
box
·
Advanced Find date range with
"last-x-fiscal-years" is wrong when exported to a Dynamic Worksheet
·
When you have an HTML web resource on a
form, the web resource is removed when clicking the backspace button in
Internet Explorer
·
Users attempting to delete the oldest
audit log in Microsoft Dynamics CRM 2011 after Update Rollup 12 receive the
following error:
"You
can only delete the oldest audit log"
·
If the number of notes on a record
exceeds the records per page set in a user personal options, you will not be
able to see the additional notes in the control. For example, if the records
per page is set to 25, and you have 26 notes on the record, you will not be
able to see the first note. Prior to Update Rollup 12 the Notes Control had
"Add a new note..." and "Show more notes" hyperlinks on the
notes control.”Show more notes" would allow you to display the next page
of notes in the notes control.
·
Even though the print preview fits one
page, always blank page 2 is printed.
CRM
for Outlook Issues
·
When you create service activities and
you sync those activities to your Outlook Exchange Mailbox, and you have
devices like an iPhone or Windows Phone you will see UNKNOWN:UNKNOWN on the
activity parties or invitees on those devices when viewing those service
activities. This can lead to invitees getting removed from the service activity
or becoming duplicated in CRM.
·
Poor performance with smart matching
when the Email Hash and Activity tables have a large number of records.
·
Clicking the mail merge button in the
Ribbon bar of the Advanced Find screen opened from the Contacts entity doesn't
do anything.
·
The context sensitive ribbon is not
displaying in the Outlook 2011 Client when configured to a CRM 2013 deployment
·
After Update Rollup 12 or greater is
applied to the Outlook client, the startup time for Outlook.exe can be
significantly impacted if the configured organization contains many
customizations
·
Microsoft.Interop.Mapi.MAPINameId.GetHashCode
module led to Outlook crash
·
Outlook start-up time is impacted post
Update Rollup 12
·
Outlook Quick Find does not work
correctly for custom entities after Update Rollup 12
·
When users have several forms open in
the Outlook Client and then open a model dialog such as a Lookup, several of
the forms will be forced to the background, losing focus.
·
An environment where the
SendEmailSynchronously OrgDbOrgSetting set to 1 the message below is presented
when forwarding e-mails from Outlook.
"A
record with these values already exists. A duplicate record cannot be created.
Select one or more unique values and try again. Do you want send the e-mail? If
you click Yes, the e-mail will be sent out, but no corresponding activity will
be created in Microsoft Dynamics CRM."
·
When a manually tracked contact in
Microsoft Dynamics CRM 2011 Client for Outlook is merged with another contact
as a subordinate record, that contact can be incorrectly synchronized to
Outlook if the Outlook Client is reconfigured.
·
Untracking an email you do not own
results in the email being deleted from CRM
·
Quick campaigns are not working in
Outlook client when Critical Update is installed
·
Users of the Microsoft Dynamics CRM
2011 Client for Outlook may experience issues where shared personal views may
not show up on entity grids if the views had been shared or unshared
previously.
·
After installing Update Rollup 10, 11,
or 12, file attachments for emails get a contentId appended to them. If file
name is mywordfile.doc, then the file attachment in CRM will show
{cid:somecontentid@somedomain}mywordfile.doc
