Dynamics 365 Customer Engagement
General Availability Readme (Known Issues)
This document provides important, late-breaking information about this product version:
- Dynamics 365 (online), Enterprise edition, version 9.0
You’ll also find information about known issues and possible workarounds.
Services & Apps Availability
|Services & Apps||GA||Public Preview||Private Preview|
|Dynamics 365 for Sales, Enterprise edition and Dynamics 365 for Service, Enterprise edition||X|
|Dynamics 365 for Field Service||X|
|Dynamics 365 for Project Service||X|
|Portal capabilities for Dynamics 365||X|
|Relevance Search Enhancements||X|
|Resource Scheduling Optimizer||X|
|Connected Field Service (Internet of Things)||X|
|Office 365 Group||X|
|CaféX Live Assist||X|
|Company News (Available on 10/8)||X|
|Unified Service Desk||X|
|Voice of the Customer||X|
|Dynamics 365 App for Outlook (Available on 10/8)||X|
|Relationship Insights - Auto Data Capture||X|
|Relationship Insights - Relationship Assistance||X|
|Relationship Insights - Email Engagement||X|
|LinkedIn (Lead Gen Forms only)||X|
|Cortana (Available on 10/8)||X|
|Mobile offline (Dynamics 365 for tablets and phones)||X|
|Relationship Insights - Relationship Analytics||X|
Sales and Customer Service web client apps
Sample data does not get installed under Settings > Data Management.
Activities are not created after the campaign activity is distributed.
Unable to add members in a locked marketing list by selecting Add using advanced find.
Unable to create a dynamic marketing list.
Unable to add members in a marketing list by selecting Add using advanced find.
Occasionally unable to unsubscribe an account, contact, or lead from the campaign activity.
Suggestions are not available on the Product sub-grid in Quote, Order, and Invoice forms.
Unable to create a new data source entity when there are spaces in the entity’s name.
The campaign response form does not load, so it can’t be converted to a lead.
Unable to convert a campaign response to a lead.
Unable to open a Campaign Activity page to unsubscribe an account, contact, or lead, convert a campaign.
Unable to add a custom view as a subcomponent for the Account entity in a solution.
Using the Customer Service Representative role, the user is unable to save a case for a customer with Entitlement setting for "Decrease Remaining On" as "Case Creation”. There is no issue in saving a case record otherwise.
Pricing error notifications are not displayed on the Quote Order Invoice detail forms.
Unable to Add Quote from opportunity form for products with Read-only property.
Save and Close of Price List Item displays an error and does not close the window properly.
Sales Hub and Customer Service Hub apps
For best performance, the following table shows the recommended app to use in the browser or on mobile devices for each scenario.
|Service||Unified Interface app in a browser||Unified Interface app on mobile||Web client in a browser|
|Customer Service – Knowledge management scenarios||Customer Service Hub||Customer Service Hub|
|Customer Service - Case management scenarios||Customer Service Hub||Customer Service|
Sales Hub app on Dynamics 365 for tablets and Dynamics 365 for phones
An error is displayed on iPads whenever a user tries to add a product to an opportunity. The workaround is to dismiss the error.
The command bar action of a sub-grid with no title (Opportunity product, Opportunity Quotes) appears as an ellipsis above the grid but not aligned right.
Web resources are not rendered on the dashboards.
Web resources and iframe tags are not displayed with the height and width they’re allocated in the mobile app configuration.
Quote command bar is missing icons.
Opportunity Product Quick Create opens in new window instead of through a sliding dialog.
Customer Service Hub app on Dynamics 365 for tablets and Dynamics 365 for phones
When you install the Community portal, the Read-only in Mobile metadata flag is enabled for the Case entity. This results in the Case entity being read-only in the Customer Service Hub. The workaround is to go to entity customizations, and for the Case entity metadata, clear the Read-only in mobile check box. Then, click Save and Publish all customizations.
In certain Trial organizations, saving Knowledge articles causes a duplicate record error due to an issue with the Knowledge article sequence number. The work around is to update the prefix of the Knowledge article public number (Settings > Administration > Auto Numbering > Knowledge Articles) or update the article sequence number by using an API.
The Case business process flow is not available when a new case is being created. It is available after the Case form is saved.
Phone to case process: The Find Case option on the identify stage is not available for update for an existing case.
On devices, use the Assign action from the command bar. Changing the owner value using the owner lookup is not functional.
The Similar Cases sub-grid is not available on the Case form.
Email is read-only on the Customer Service Hub.
On opening the read-only user and Entitlement form, a script error is displayed.
Knowledge Articles related translations sub-grid is getting hidden while zooming in.
Anchor links are not working in the Knowledge Search control.
User and team queues are not available in the Add to Queue lookup.
Fallback forms are shown for the main forms for Category, Feedback, and Knowledge Article View entities, because their intended main forms (called interactive forms) are inactive by default. The workaround is to activate the forms manually. This issue will be fixed in the upcoming release, but orgs upgrading from Potassium Preview will need to manually activate the forms.
Invalid commands are visible for custom activities from the sitemap.
App modules and App Designer
The app module URL suffix provides a friendly URL for the app module in the form <server url>/apps/sales. Admins can set this URL suffix for their organization to provide their users a friendly URL. However, this URL suffix cannot be exported or imported via solutions at this time.
In some versions of the Firefox browser, the check boxes on the Create App page in App Designer don’t appear.
Any change in the name of a chart or dashboard made through corresponding editors launched from App Designer will be reflected in the App Designer for the app module only after refresh.
The Custom business process flow entity that is created for custom business process flow might not get automatically added to the App Designer canvas when the business process flow is added to the app module.
When the view designer is opened, sample data from several columns overlap intermittently.
When filters are ungrouped, the order of the filters is not persisted.
Dashboards in Unified Interface
Users will experience some right-to-left issues, such as the dashboard picker and label are not properly aligned.
On a Windows 10 phone or Internet Explorer, users will experience problems on the dashboard because this device and browser are not supported.
Interactive dashboards in Unified Interface
Interactive dashboards are not supported in offline mode.
Any metadata settings in option sets to configure visual filter colors have no effect, and charts will not be rendered in customized colors.
Occasionally, streams don’t show any data for the records. The workaround is to reload the application.
Occasionally, filtering doesn’t work on custom interactive dashboards. The workaround is to reload the application.
When an activity grid is configured to be rendered as a calendar control, the Open Dashboards command opens the Activity Pointer dashboard instead of the actual activity dashboard.
Doughnut charts, pie charts; and other charts might not be rendered correctly; this can affect the usability of some of the charts in visual filters.
Doughnut and tag charts hide other data points when filtering is done on them and show only the data point that was used for filtering.
In global filters and applied filters, the default minimum value of numeric data type appears in scientific notation instead of decimal.
Under certain conditions, after you click Switch to Tile View or Switch to Stream view, some of the tiles and stream may show a See more action. This action is not intended to be shown and will be fixed in a future release.
Charts in Unified Interface
Charts show the message “Loading” when the user does not have the read privilege for the chart’s underlying entity.
On devices, a pie chart with too many slices might not show all data indexes.
On iOS devices, a chart in expand mode might look blurred.
Filters on a chart are not preserved. If you select Hide Chart and then Show Chart, the chart filter is lost and all the data in the entire view is reloaded.
On phone devices, the chart overlaps the records available in a grid after you close the expanded view for the grid page.
On some grids, the Show Chart button shows an empty chart selector because no chart exists for the underlying entity.
Users will experience some right-to-left issues on charts, such as tooltips not showing up.
When you click Show Chart on a grid while in offline mode, no chart will be displayed.
Trying to enable Show Filter Pane in the configuration property of Timeline control in dashboard shows the message “An unexpected error occurred.” This is a transient problem; the workaround is to close the dashboard editor and refresh the page.
In certain resolutions on dashboards, when you open the filter pane in the Timeline control, the filter pane almost covers the Timeline control and the user cannot see the records. The workaround is to customize the dashboard and increase the height of the Timeline control.
In dashboards, if the Timeline control is too short, some filters will not be visible because the filter pane is not scrollable.
Field controls and mobile application in Unified Interface
Visual controls are not fully functional.
Selecting a location card does not open the map in the native app of the device.
Phone call activity quick-create form is not opened when the call action is initiated on the mobile app.
Date fields cannot be set in Internet Explorer 11, Firefox, or Edge.
The date-time control uses browser locale as opposed to user locale for editing.
On Android devices, when you perform a quick create and use the Duration field, the inline mode of editing the duration value results in the entire quick create form scrolling up. The workaround is to swipe down to locate the Duration field and continue the update. There are no issues with using the out-of-the-box values when you use the Duration field selector (down arrow icon).
Text controls - Long values are not getting wrapped in read mode.
Unable to add an unresolved email ID to a party list.
Incorrect quick-create forms are rendered when a new record is created by using +New in the Regarding lookup field.
Lookup most recently used list doesn't take into account the lookup view.
Unable to change the value of the Owner field in the header fields section.
For related grids, command flyouts do not open in See More mode.
Entities that have not been enabled for Unified Interface appear in multiple-entity grids (for example, the Activity grid).
Device settings are not preserved across app restarts for an online org with no cache.
Cache mode does not work for disconnected mode.
Grids and lists in Unified Interface
On tablets, in some languages, the index (character) filters might be displayed too close to each other. The workaround is to use the Search command to find records that begin with a certain character.
The due date filter on an activities grid might not work as expected in conjunction with other filters on the page, such as the view selector and index (character) filters.
On tablets, resizing column width on grids can be harder because of the smaller dragging touch target. The workaround is to change the column width in the view definition if some columns need to be wider.
Multi-select option set in Unified Interface
The multi-select option set control always appears in edit mode.
The multi-select option set control drop-down arrow appears as a square box.
The control is not aligned correctly on iOS devices.
The control UI is not displayed correctly on Android 5.
Timer control in Unified Interface
The Timer control is not supported, and it results in an “Error loading control” message. For the out-of-box Case form in Customer Service Hub app, the workaround is to navigate to the SLA tab and revisit the Summary tab.
The Timer state does not change in sync mode when SLA is paused.
Subject control in Unified Interface
- The last node within a hierarchical structure of a subject tree doesn’t appear as a child of its parent. It is shown at the same level as a parent node.
Dynamics 365 App for Outlook
- Dynamics 365 App for Outlook will be available in a future update of this product. The previously released version of the app is not supported with this release.
Inactivity timeout is not enforced in the following clients:
Dynamics 365 for tablets
Dynamics 365 for phones
Unified Service Desk using the WPF browser
Live Assist (Chat)
Portal capabilities for Dynamics 365 has its own session and inactivity timeout settings that are independent of the timeout settings in System Settings. This is by design.
Business process flows
Action Steps within Business process flows cannot use process actions that contain any of the following: any input or output arguments of type Entity, EntityCollection, or Option Set (picklist); more than one output argument of type EntityReference; or any input arguments of type EntityReference.
Action steps on business process flows cannot be exported or imported as part of a solution.
When configured with an on-demand (real-time) workflow and called from the mobile Unified Interface, an action step on a business process flow will cause an error message and will not complete the operation successfully.
Web client visual refresh
Because the font size for list and grid views has been slightly increased, column data might be constrained, depending on the data you have. We are considering whether to increase column widths or decrease font size in a later release.
Some empty areas can occasionally be seen on certain forms, for example a marketing list. Select Ctrl+F5 to remove these.
Empty sub-grids show a message with the entity schema name instead of the display name.
Star symbols for fields secured via field-level security, might be incorrectly positioned in certain cases, for example in a multi-select option set field that has been secured by field-level security.
The mandatory field indicator in some bulk edit forms might be positioned incorrectly.
Sort and filter icons are incorrectly positioned on the activity wall on iPad.
The calculator icon might be incorrectly positioned in certain rollup fields and calculated fields.
Gray shading on the web client forms:
Does not appear on a new form in create mode.
Does not change dynamically when the height of a field or component changes and might leave an empty space. However, this empty space will disappear on refresh
Project Service Automation
Product bundles do not work correctly on project-based opportunities, quotes, and orders.
The Contract Performance tab does not work correctly for project contracts in the amounts for actual costs and actual effort.
The project estimated cost and actual cost fields only show labor cost amounts and not expense cost amounts.
When there are multiple project price lists with overlapping date ranges, the price defaulted to for roles and expense categories might be indeterministic.
Taxes of Fixed Price Milestones do not generate separate tax actuals. Transactions representing taxes collected/paid are typically recorded as actuals along with the main transaction. However, taxes for milestones are not recorded as a separate actual entry. The tax amount gets combined with the milestone amount, and the actual is recorded for the entire amount.
When a project is linked to a contract and the customer field on the project gets updated in the process, the change is not propagated to actuals.
Project Opportunity is not shown on the Sales tab of the project in the Opportunities section.
In languages other than English, the Invoice Line page does not show actions under the New ribbon action.
The Confirm button and the + button to add new lines are not disabled on the journal details page for journals that are already confirmed.
Contract confirmation does not correctly process unbilled actuals that came from journals. Unbilled sales actuals are cancelled and reversed by contract confirmation.
Cortana integration with Dynamics 365
- The Cortana integration with Dynamics 365 provides access to sales activities, accounts, and tasks through Cortana. However, reactive Cortana commands using voice or text are not available currently. Voice or text commands such as "Dynamics 365 open account called Contoso" or "CRM find account called Contoso" will be redirected to open as a web search in Bing. While the rest of the capabilities are still available, we are working on these reactive commands and plan to release them in a future update.