December 2012 Service Update and Update Rollup 12 for Dynamics CRM 2011 – Important Information for Administrators

The December 2012 Service Update and Update Rollup 12 for Dynamics CRM 2011 have been released to Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2011 On Premise.
Therefore, we have put together a list of some trending issues that customers and partners have been encountering.

New Form Experience (CRM Online)

Duplicate Detection does not run on create in the new form experience in the Microsoft Dynamics CRM Online December 2012 Service Update
http://support.microsoft.com/kb/2771688

The process control does not appear for some users in the new sales and service......
http://community.dynamics.com/product/crm/crmtechnical/b/dynamicscrmsupportblog/archive/2013/01/28/december-2012-update-has-been-released.aspx



























http://www.dynamicsconsulting.de/december-2012-service-update-and-update-rollup-12-for-dynamics-crm-2011-important-information-for-administrators/

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Posted in: CRM 2011 Update Rollup Issues,CRM 2011 Update Rollups

Issues that are resolved in Update Rollup 11 for Microsoft Dynamics CRM 2011

Update Rollup 11 contains the following fixes and updates:
http://www.dynamicsconsulting.de/issues-that-are-resolved-in-update-rollup-11-for-microsoft-dynamics-crm-2011/

• When you upgrade an organization from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, permissions for the SystemForm entities are not assigned correctly.
• When you run the Set Regarding function on an email message, the lookup view lists all active accounts. However, you should be able to set a different default view for the lookup.
• The WAUTH parameter is not supported in Federation Provider properties in the deployment web service.
• When you run the Mail Merge function, the CRM add-in crashes on the Word Automation services.
• When you change the First Week of Year setting in the organization settings, the changes are not considered when the system uses the fetch functionality to retrieve some date data that is grouped by week.
• After you change the reminder time in Outlook, recurring appointments are corrupted.
• When you perform a Quick Find search on the Activities view, the search may return unexpected results.
• You cannot hide CRM ribbons in Outlook 2010.
• The Address Book Sync Entity list is not filtered by security permissions.
• When you perform bulk operations in Microsoft Dynamics CRM 2011 client for Outlook, you experience slow performance.
• When you access a CRM website in a claims authentication deployment, the Authentication Engine may reject the request. In this situation, you receive the following error message:
  404 - File or directory not found.
• When you browse to the Discovery service, you receive the following error message:
  The server was unable to process the request due to an internal error.
  This issue occurs because of the address in the deployment manager.
• The Rule Deployment wizard does not work in a Microsoft Exchange Server 2003 and Exchange Server 2010 mixed environment.
• When you use custom menu options, an Internet Explorer script error may occur.
• The Quick Find search does not apply the user's default date-format setting.
• The secondary sorting function does not work in a view in Microsoft Dynamics CRM 2011 client. This issue occurs when the DisableMapiCaching registry key is enabled.
• Workflow instances that are upgraded from Microsoft Dynamics CRM 4.0 workflow definitions do not work correctly when the workflow definitions use owning users or owning teams.
• The CreatedOn and ModifiedOn values for a UOM Primary Unit record are generated in incorrect formats in the database.
• Microsoft Dynamics CRM 4.0 client for Outlook does not work correctly when you connect the client to a Dynamics CRM 2011 organization.
• When you perform a synchronization in Outlook 2007 that has the Cached Exchange mode disabled, the synchronization tries to re-promote CRM email activities that were sent through a web client.
• When you try to close the Print Preview form, a script error occurs. This issue occurs when a tab that contains a subgrid is hidden.
• When you import a managed solution, audit records are generated unexpectedly.
• Dynamics CRM claims-based authentication does not work with trusted partner Active Directory Federation Service (ADFS) users.
• After you change the searchable setting for a Dynamics CRM 2011 attribute in the editor form, all fields in the editor form are dimmed unexpectedly.
• When you import a solution that contains a field that has the searchable value set to No, the searchable setting of the field is not updated correctly.
• When you install Microsoft Dynamics CRM 2011 client for Outlook on a computer that is running Windows 8, Windows Identity Foundation (WIF) is not enabled.
• The JavaScript editor is limited to 2,000 characters unexpectedly. In this situation, a script that contains more than 2,000 characters may be truncated.
• When you configure Microsoft Dynamics CRM 2011 client for Outlook to use SQL Server CE 4.0, the client crashes.
• When you try to import a solution, you receive the following error message:
  The solution package cannot be imported because it contains invalid XML.
• The Quick Find search fails and displays no result.
• When you save a form, the save action may be blocked by an update action of the background main page grid.
• The following error message is logged in the Microsoft Dynamics CRM client trace log:
  NullReferenceException <InvalidateItemCache>
• Save of a form is blocked by refresh of the background main page grid.
• Scheduling dialog box form pops up after you save a rescheduled service activity.
• Duplicate Detection job does not show more than 12 records, and page navigation is disabled.
• "There was an error displaying the records in this view" error message when you use special filters Incidents.
• Cannot set X and Y fields in charts in Outlook.
• Cannot insert duplicate key row in object DBO.DependencyNodeBase when importing a solution.
• Duplicate Appointments Are Being Created in Microsoft CRM Client For Outlook When Appointment First Created In Web Client and Edited in Outlook.

Hotfixes and updates that you must enable or configure manually

Update Rollup 11 for Microsoft Dynamics CRM 2011 does not contain any hotfixes or updates that you must enable or configure manually.
Update Rollup 10 for Microsoft Dynamics CRM 2011 contains the following hotfixes and updates that you must enable or configure manually. For more information about the EnableRetrieveMultipleOptimization functionality, view the "Optimizing the Performance of Queries Against Large Datasets" section of the Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure white paper. For more information about the Quick Find functionality, view the "Optimizing the Performance of Quick Find Queries" section of the Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure white paper. To download the Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructurewhite paper, go to the following Microsoft Download Center website:

Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure

(http://go.microsoft.com/fwlink/?LinkID=213093)

Update Rollup 8 for Microsoft Dynamics CRM 2011 contains the following hotfixes and updates that you must enable or configure manually. To enable or to configure these hotfixes or these updates on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in the following Microsoft Knowledge Base article. For more information, click the following article number to view the article in the Microsoft Knowledge Base:

2651621 (http://support.microsoft.com/kb/2651621/ ) You experience poor performance when you use Find Available Times in Microsoft Dynamics CRM 2011

Update Rollup 7 for Microsoft Dynamics CRM 2011 contains no hotfixes or updates that you must enable or configure manually.
Update Rollup 6 for Microsoft Dynamics CRM 2011 contains the following hotfixes and updates that you must enable or configure manually. To enable or to configure these hotfixes or these updates on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in the following Microsoft Knowledge Base article. The article contains steps that you can follow after you install Update Rollup 6 for Microsoft Dynamics CRM 2011 to clean up the PrincipalObjectAccess table:

2664150 (http://support.microsoft.com/kb/2664150/ ) How to control PrincipalObjectAccess table growth in CRM 2011

2741514 (http://support.microsoft.com/kb/2741514/ ) Slow performance when pinning views in Microsoft Dynamics CRM

Update Rollup 5 for Microsoft Dynamics CRM 2011 contains no hotfixes or updates that you must configure manually.
Update Rollup 4 for Microsoft Dynamics CRM 2011 contains no hotfixes or updates that you must configure manually.
Update Rollup 3 for Microsoft Dynamics CRM 2011 contains no hotfixes or updates that you must configure manually.
Update Rollup 2 for Microsoft Dynamics CRM 2011 contains the following hotfixes and updates that you must enable or configure manually. To enable or to configure these hotfixes or these updates on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in the following Microsoft Knowledge Base article. The article contains steps that you can follow before you install Update Rollup 2 for Microsoft Dynamics CRM 2011 if you want to maintain the functionality of the release version of Microsoft Dynamics CRM 2011:

2535245 You experience slow performance when you perform RetrieveMultiple queries on large datasets in Microsoft Dynamics CRM 2011

Update Rollup 1 for Microsoft Dynamics CRM 2011 contains no hotfixes or updates that you must configure manually.

Hotfixes and updates that were released as individual fixes

The following bugs were fixed and delivered as critical on-demand (COD) fixes:

• When you open a managed dialog box in a Microsoft Dynamics CRM 2011 client for Outlook, a memory leak occurs. Additionally, the Outlook client may crash.
• When you add an OnSave action script on a Service Activity entity by using Jscript Libraries Editor, the OnSave action does not work as expected before a Service Activity record is updated in the database.
• When you change a price list item, closed opportunities are updated unexpectedly.
• Unexpectedly, you cannot enable the Sending email option for an entity that has existing records.
• When you reply to an email message that was tracked in Microsoft Dynamics CRM 2011, two entries are inserted in the ActivityPointerBase table incorrectly.
• Custom error messages for software development kit (SDK) plug-ins are not displayed as expected. Instead, a generic error message that states that ISV code aborted the operation is displayed.
• Unexpectedly, you cannot add a sales literature attachment to a custom entity.
• When you add many members to a marketing list, you experience slow performance. Additionally, an Internet Explorer script error may occur. This issue occurs when the paging functionality is used in the members lookup.
• When multiple secure token services (STS) are used to access Microsoft Dynamics CRM 2011, the WHR parameter (Home Realm) that was added to the CRM sitemap is blocked by the parameter filter unexpectedly.
• Assume that you create an appointment in Microsoft Dynamics CRM 2011. You edit the appointment in Outlook. In this situation, duplicate appointments are created.
• After you apply Update Rollup 10, a SDK DataContractJsonSerializer error may occur in Service Contracts.
• You receive the following error message in Microsoft Dynamics CRM 2011 client for Outlook:
  Event ID 9646 : Mapi session Exceeded the maximum of 250 objects of type "objtmessage".
• When you run the Set Regarding function in Microsoft Dynamics CRM 2011 client for Outlook, you may receive a warning message that states that you do not have permissions to take this action.

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Posted in: CRM 2011 Update Rollups

Understanding Dynamics CRM SPNs

see this greate article here to expain how SPNs works

Think of an SPN as a “username” used to identify a program that is busy dealing with credentials. And we're only allowed to talk to this program using its “username”. PERIOD. Simple! Yes, that's all an SPN is: a "username". And as with any username, the name itself isn't really that important. It is merely to make identifying a person (or entity) easier to remember to humans. In this particular case, however, there are some naming conventions for this "username". Okay, so what username (SPN) is the right one? And where do we set it? These 2 questions are where all the confusion lies. We split the SPN into 2 parts and occasionally 3 parts: The first part is the “service type” and the second part is the “host name”. And sometimes the 3rd part is present which is the “port”. In the end, however, all these different parts are simply used to come up with this "username" that we call the ServicePrincipalName.

Let’s say I wanted to connect to a process called BrianService.exe. And the DNS name to route my connection was blah.overthere.com. As the designer of this weird service I might come up with a “service type” of BRIAN. So the SPN would be BRIAN/blah.overthere.com. Okay, and where do we set that? Simple, simple, simple. If my BrianService.exe process is running under “DOMAINNAME\someAccount” then we’d set the BRIAN/blah.overthere.com SPN on “DOMAINNAME\someAccount”. If my process (BrianService.exe) were running as something like “Network Service”, “Local Service”, or “Local System” then I’d set BRIAN/blah.overthere.com on the computer account itself that is running that process. If you ever change the account that is running your program then you need to remove the SPN from the original account and set it on the new account because we can't have the same username assigned to multiple "people" (or accounts in our case).

 Recap. An SPN is just a *name* that we've given to a "service" which is in the format of ServiceType/HostName and occasionally ServiceType/HostName:PortNumber. And it is set on which ever account is handling authentication for that service. I should also note that you as an administrator don’t get to pick whether you use a port. I used to think that maybe I could throw a port number on an SPN if I wanted to make it more secure. But it is the client application that has the decision built in on whether to use a port.

Okay, so let’s make this more complicated by using more realistic names. But while I do that I want you to maintain faith in what I just explained above regarding how simple these concepts are. Let’s say you’re connecting to an IIS server with a machine name of “iis-prod-01”. And let’s say the active directory domain name is “company.com.” In Internet Explorer you use an address of http://someInventedName. The “application pool” (i.e. the w3wp.exe process) is running under the account of “COMPANY\myserviceAccount”. With the knowledge that the web service’s Kerberos “service type” is “HTTP” (don’t confuse this with the browser’s protocol type) you’re probably thinking we can set an SPN of “HTTP/someInventedName” on “COMPANY\myserviceAccount”.  Doh!! Sorry no. Almost, but Kerberos would probably not work with that. The problem with that idea is that you have to know how name resolution is working also because it is ultimately name resolution that dictates what the "host name" part of the SPN should be. If you open a CMD prompt and ping someInventedName, it will most likely resolve to someInventedName.company.com. Therefore the SPN that “IE” will request is “HTTP/someInventedName.company.com”. IE was not programmed to request an SPN using the port so that part of the SPN is not needed nor can it ever be used. What if the ping did show the name as just “someInventedName”? Then IE would in-fact use Kerberos with an SPN of “HTTP/someInventedName” When dealing with NetBIOS names, because name resolution can be affected by many things, the key is to make sure an SPN of both “HTTP/someInventedName” and “HTTP/someInventedName.company.com” are set on the “COMPANY\myserviceAccount” account. Or the way I prefer to say that is you need to create an SPN that represents both the NetBIOS name and the Fully Qualified name.

Okay, so I can hear what many of you are thinking. “But I thought that KB article said to set the SPN on the computer account!” Well, yes, that would be accurate *IF* the process handling authentication was running as “SYSTEM”. If the process for that service is not running as SYSTEM (or Network Service, or Local Service) then you can’t set the SPN on the computer account (well you can but Kerberos isn’t going to work).

Recap 2: An SPN should actually be in the format of ServiceType/NetBIOSName *and* ServiceType/FQDN. And we *always* set that on whatever account is running the process that is handling the authentication. Read the above paragraphs a couple times and just maintain faith that it is really that simple. Don’t complicate it with questions!!  

I want to mention one last thing before I go. Whenever a computer is joined to a domain, it is assigned 2 SPN's by default: HOST/netbiosName, and HOST/FQDN.com. netbiosName being the machine name of the computer you're joining to the domain, and FQDN.com being the fully qualified machine name. These two SPN's use the generic "HOST" service type which includes all the various services that *come* with Windows. Therefore, if you connect to http://machineName or http://machineName.company.com, you will already have SPN's set that will handle Kerberos when using those names. Or if you connected to \\machineName\SomeShareName you'd also be all set for Kerberos (UNC's need a "CIFS" SPN which is included under "HOST" also). For a full list of the different service types included in HOST please see Table 1 of this technet article.

Source: http://blogs.iis.net/brian-murphy-booth/archive/2007/03/09/the-biggest-mistake-serviceprincipalname-s.aspx

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Posted in: Dynamics CRM SPNs

Dynamics CRM Online Dezember Update–Polaris

Dynamics CRM Online Dezember Update–Polaris
Source: http://www.dynamicsconsulting.de/dynamics-crm-online-dezember-update-polaris/
Es ist soweit das neue Release des Dezember Updates für Microsoft Dynamics CRM Online (Codename “Polaris”) ist nun angekündigt und auch der Dezember 2012 als Releasedatum bestätigt.
die Highlights des Dynamics CRM 2011 Updates:

• Neue vordefinierte und konfigurierbare Verkaufs- und Service-Prozesse
• neu angepasste Dynamics CRM UI
• Kompatibilität mit Microsoft Office 2013 und dem Dynamics CRM 2011 Client
• Erweiterte Browser-Unterstützung
• Unterstützung fpr Apple Ipad
• Skype Integration on Top zur vorhandenen Lync Integration
• Neues Import Interface für großen Datenmengen
• Support von Custom Workflow Activities in Dynamics CRM Online

Zum Abschluss noch eine kleine Sammlung der Links mit den Ankündigung zum Polaris Update:
Source: Dynamics CRM 2011 Online Service Update

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Microsoft Dynamics CRM - Dynamics CRM 2011

Microsoft Dynamics CRM

http://www.dynamicsconsulting.de/microsoft-dynamics-crm-dynamics-crm-2011/
Microsoft Dynamics CRM (Customer Relationship Management) ermöglicht ein professionelles Kundenmanagement. Von der Interessentenanfrage über den Verkauf bis zum Kundenservice lassen sich Arbeitsabläufe in Dynamics CRM flexibel abbilden, umfassend auswerten und besser steuern.
Wie alle Microsoft-basierten Lösungen ist auch Microsoft Dynamics CRM eng mit dem Microsoft Office-System verzahnt. Die Integration der von Dynamics CRM in eine vertraute Arbeitsumgebung sorgt für kurze Einarbeitungsphasen in das Dynamics CRM System, hohe Akzeptanz und hohe Produktivität. Microsoft Dynamics CRM wird direkt aus Microsoft Outlook bedient, so dass Ihre Mitarbeiter in Marketing, Vertrieb und Service nicht zwischen den Geschäftsanwendungen wechseln müssen. Es kann alles direkt in Dynamics CRM erledigt werden.

Hier die Dynamics CRM Module im Überblick:

Microsoft Dynamics CRM Marketing

Microsoft Dynamics CRM Marketing unterstützt Sie dabei, alle Kundeninformationen zu bündeln und effizient Marketing-Kampagnen durchzuführen und auszuwerten. Mit Hilfe der Analyse- und Reporting-Funktionalitäten von Dynamics CRM können der Erfolg bisheriger Marketing-Aktivitäten gemessen und Kundenpräferenzen eingeschätzt werden, neue Kampagnen geplant und initiiert werden. Über den Dynamics CRM Massenimport von Daten, automatische Entfernung von Duplikaten und die Verfolgung von Opt-ins/Opt-outs kann die Effizienz Ihrer Kampagnen in Dynamics CRM deutlich erhöht werden. Dieses Modul ermöglicht Ihnen eine Erfolgsmessung im Marketing sowie eine Minimierung der Kampagnenkosten.

Microsoft Dynamics CRM Vertrieb

Das Vertriebs-Modul von Microsoft Dynamics CRM Vertrieb dient der Optimierung und Automatisierung der Prozesse im Vertrieb. Ihre Vertriebsfachleute haben mit den Dynamics CRM online und offline Zugriff auf alle Daten, so dass sie effizienter arbeiten und mehr Zeit für ihre Vertriebsaufgaben haben. Durch Registrierung von Kundenpräferenzen und Aktivitäten sowie die Erstellung von Folgeaktivitäten haben Ihre Vertriebsmitarbeiter alle Interessenten im Blick und den Vertriebsprozess im Griff. Mit der Beurteilung von Verkaufschancen in Dynamics CRM können die Vertriebsprojekte besser priorisiert werden. Gleichzeitig unterstützt Dynamics CRM Vertriebsmodul das Management aller wesentlichen Dokumente, von Angeboten und Aufträgen bis zu Verträgen und Verlängerungsmitteilungen.

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Microsoft Dynamics CRM 2011 Update Rollup 11

Kurz nach Microsoft Dynamics CRM 2011 Update Rollup 10 wurde nun auch Microsoft Dynamics CRM 2011 Update Rollup 11 freigegeben. Neue Funktionen in Microsoft Dynamics CRM 2011 Update Rollup 11:

• Unterstützung von Windows 8/Internet Explorer 10/Office 2013 (Preview compatibility)
• Weitere performance and stability-related fixes, enthalten im CRM Client für Microsoft Outlook
• Enthält alle hotfixes/updates aus früheren Update Rollups (kumulativ)
• Die Performance der Schnell Suche wurde entscheidend verbessert und EnableRetrieveMultipleOptimization SQL query performance Verbesserungen (erstmals über Update Rollup 10 zur Verfügung gestellt)

Update-Rollup 10 enthält Leistungsverbesserungen, wenn Sie mehrere Abfragen abrufen und für die Schnellsuche-Funktionalität. Weitere Informationen finden Sie unter "Optimieren der Leistung von Abfragen für große Datasets" und "Optimieren der Leistung von Abfragen für die Schnellsuche" Abschnitte der folgenden Microsoft-Whitepaper:

Optimierung und Wartung der Leistung einer Microsoft Dynamics CRM 2011-Serverinfrastruktur

Buildnummern und Dateinamen für dieses Updaterollup

Tabelle minimierenTabelle vergrößern

Rollup-Paket	Build-Nummer	Dateiname (32-Bit-Versionen)	Dateiname (64-Bit-Versionen)
Microsoft Dynamics CRM 2011 Server	5.0. 9690.2835	Nicht zutreffend	CRM2011-Server-KB2739504 -LangID-amd64.exe
Microsoft Dynamics CRM 2011 für Microsoft Office Outlook	5.0. 9690.2835	CRM2011-Client-KB2739504 -LangID-i386.exe	CRM2011-Client-KB2739504 -LangID-amd64.exe
Microsoft Dynamics CRM 2011 e-Mail-Router	5.0. 9690.2835	CRM2011-Router-KB2739504 -LangID-i386.exe	CRM2011-Router-KB2739504 -LangID-amd64.exe
Microsoft Dynamics CRM-2011-Berichterstellungserweiterung	5.0. 9690.2835	CRM2011-Bids-KB2739504 -LangID-i386.exe	Nicht zutreffend
Microsoft Dynamics CRM 2011 Language Pack	5.0. 9690.2835	CRM2011-Mui-KB2739504 -LangID-i386.exe	CRM2011-Mui-KB2739504 -LangID-amd64.exe
Microsoft Dynamics CRM 2011 Reporting Extensions	5.0. 9690.2835	Nicht zutreffend	CRM2011-Srs-KB2739504 -LangID-3exe

weitere Informationen im zugehörigen KB Artikel: http://support.microsoft.com/kb/2739504

http://www.dynamicsconsulting.de/microsoft-dynamics-crm-2011-update-rollup-11/

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Posted in: CRM 2011 Update Rollups

Updaterollup 10 für Microsoft Dynamics CRM 2011 ist verfügbar

Updaterollup 10 für Microsoft Dynamics CRM 2011 ist verfügbar. Dieser Artikel beschreibt die Hotfixes und Updates, die in diesem Updaterollup enthalten sind. Dieses Updaterollup ist für alle Sprachen, die von Microsoft Dynamics CRM 2011 unterstützt werden.
WichtigWo befindet sich das Updaterollup 9 für Microsoft Dynamics CRM 2011 aktualisieren?
Updaterollup 9 für Microsoft Dynamics CRM 2011 wird wegen einer Verzögerung in Q2-Service-Update nicht freigegeben werden. Aktualisieren Sie Rollup 10 Updates alle Probleme, die in Update Rollup 9 bilanziert worden wären. Weitere Informationen finden Sie in der folgenden Website von Microsoft Dynamics:
https://Community.Dynamics.com/Product/CRM/crmnontechnical/b/crmconnection/Archive/2012/07/06/Q2-2012-Service-Update-New-Delivery-Schedule.aspx

(https://community.dynamics.com/product/crm/crmnontechnical/b/crmconnection/archive/2012/07/06/q2-2012-service-update-new-delivery-schedule.aspx)

Zusätzliche Funktionen:
Support mit Microsoft Dynamics CRM 2011 und Microsoft Office 2013

(http://support.microsoft.com/kb/2744957)

Unterstützung bei der Microsoft Dynamics CRM 2011 und Windows 8

(http://support.microsoft.com/kb/2744954 )

Unterstützung bei der Microsoft Dynamics CRM 2011 und InternetExplorer 10

(http://support.microsoft.com/kb/2743941 )

Update-Rollup 10 enthält Leistungsverbesserungen für abrufen, mehrere Abfragen und Schnellsuche. Weitere Informationen finden Sie in den Abschnitten, die mit dem Titel "Optimieren der Leistung von Abfragen gegen große Datasets" und "Optimieren der Leistung von schnelle Abfragen suchen" innerhalb der Optimieren und warten die Leistung des Microsoft Dynamics CRM 2011 Serverinfrastruktur

(http://www.microsoft.com/en-us/download/details.aspx?id=27139)

White Paper.
more Information: http://support.microsoft.com/kb/2710577
http://www.dynamicsconsulting.de/updaterollup-10-fur-microsoft-dynamics-crm-2011-ist-verfugbar/

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Posted in: CRM 2011 Update Rollups