2014 Microsoft Corporation. All rights reserved.
This document provides important, late-breaking information about these product versions:
· Microsoft Dynamics CRM Online Spring ’14
· Microsoft Dynamics CRM 2013 Service Pack 1 (SP1)
· Microsoft Dynamics CRM Online Fall ’13
· Microsoft Dynamics CRM Online Fall ‘13 Service Update
· Microsoft Dynamics CRM 2013
· Microsoft Dynamics CRM 2013 Update Rollup 1 (UR1)
You will also find information about known issues. Where possible, workarounds are provided for the known issues.
This is version 1.8 of this readme, published June 2, 2014.
This section is for general issues that occur in CRM Online Spring ’14 and CRM 2013 SP1, Microsoft Dynamics CRM Online Fall ’13, Microsoft Dynamics CRM Online Fall ‘13 Service Update, Microsoft Dynamics CRM 2013, and Microsoft Dynamics CRM 2013 UR1.
If you have Microsoft Dynamics CRM 2013 (on-premises) and you install Update Rollup 2 after uninstalling SP1 for CRM 2013 Server, the install may fail.
The workaround is to uninstall CRM 2013 Server completely and reinstall it, and then apply Update Rollup 2.
If the default for revenue is system calculated, then the Est. Revenue field must be removed from the quick create form. Otherwise, its data will not be saved in the system.
You might notice that red squares on the background image do not match the text location in the CRM Navigation Tour in Right-To-Left languages (like Hebrew and Arabic). This could cause difficulties reading the text and completing the Navigation Tour.
There is not known workaround for this issue in this release.
When you navigate through a process by creating a new record, links to the older record are lost in the business process flow, thereby leaving it orphaned and disabling navigation.
For example, consider a process that moves through Campaign to Email to Campaign Response to Lead to Opportunity entities. Using this process, the user creates a record for email (E1), campaign response (CR1), lead (L1), and opportunity (O1). Now, the user navigates back to a stage on the campaign and creates a new flow E2 > CR2 > L2 > O2. The user then goes back to a stage on the campaign, selects the old record E1 and navigates through CR1 and L1.
At this point, the user is unable to navigate any further to the ‘old’ opportunity O1, since as soon as the user navigated to E2 from a stage in the campaign, the previously navigated path from L1 to O1 was lost.
When you click a valid email address in a recipient field in an email that is in read-only mode, you won’t be notified of the need to create a record for this email address.
To, CC, and BCC fields in an Email activity form can contain unknown email addresses. In CRM 2011, if you clicked such an email address, a dialog box opened that asked you to resolve the issue by choosing an existing record or manually creating a new record for it.
In CRM 2013 and CRM Online Fall ‘13, these unknown email addresses will not appear in read-only email forms, such as in sent email or incoming email. However, if the email form is in an editable state, like when you are replying to an incoming email, these email addresses will appear properly. This issue is just visual. Email will be properly sent to unknown email addresses.
Also, these unknown email addresses will be shown properly in grids and on the Activity wall on the form.
The generic error is caused because Safari on MAC times out for long-running synchronous operations and Microsoft Dynamics CRM captures the time out and displays a generic error. These are typically administrator run operations, such as creating entities, importing/exporting translations, and publishing customizations. Note that some operations might still complete in spite of the error. The server still completes processing the request in some cases and a refresh on the page would show the results.
The workaround is to use a Windows operating system to perform these operations.
Microsoft Lync presence icons work only in Internet Explorer and do not work in other browsers.
Composite control like Contact’s full name in a business process defined in the Microsoft Dynamics CRM December 2012 Service Update or Microsoft Dynamics CRM 2011 Update Rollup 12 release will no longer appear in the processes.
Saving the account created by clicking the + New button for the Account lookup in an account form displays an error.
Create an account by using Quick Create or the New action in Accounts and then choose it as the Parent Account in the account form.
With Internet Explorer 10 and 11, the browser back button does not navigate beyond one level.
With Internet Explorer 11, you will see higher memory usage when you edit and navigate between pages.
With the Workspace removed in CRM 2011, upgrading organizations will still maintain their sitemap, but Workspace will just be another area, treated with no special capabilities. For new organizations that are looking for the things that used be in the Workspace, like Calendar and Reports, you can find these items under the Tools section of the Sales, Marketing, and Service areas.
When trying to add a write-in product on the opportunity, because the field is empty by default and validation is kicking in too early, an error appears but lays right on top of the field, blocking any possible input. There are ways around this, namely to deselect the row (by clicking focus onto the form etc.) then click directly on the field. That should take you to input and depending on browser, shift the error message out of the way.
If there is no Routing Rule active for an organization, clicking the Apply Routing Rule button shows an error message that informs you of the absence of an active routing rule. When you close the error message, the case form closes and last navigated page opens.
Case creation rule should always be activated or deactivated by a user who is the owner of the rule.
The Entitlement sub-grid on the case form should only show all the active entitlements that exist in which the primary customer is the same as the customer specified on the case form.
Due to this issue, entitlements with primary customer set as the parent account of the contact specified as customer on the case form also appear in the sub-grid. This is causing a disparity between what can be selected in the lookup and what's visible in the sub-grid.
Do not use the Applicable From field to create business rules for the SLA entity.
In the business process flow, when Social Activity is added as an entity for a stage of the process and you navigate to that stage by clicking the Next stage button, a Create option is shown. When you click Create the social activity form loads. Because Social Activity is not valid for create from the CRM application UI, you will not be able to save the form after providing the information required and will receive an 'unexpected error' message.
Chrome only: When you click Save or Save and Close in a routing rule item when one or more of the conditions are incomplete, the form becomes Read-only (306915)
If this happens, the form is no longer editable. The routing rule item form is locked for editing and you cannot make changes for correcting the conditions to set up a valid routing rule.
There is no known workaround for this issue. You will need to make a new rule instead.
Business process flow security roles are not honored when opening a record (310082)
In Microsoft Dynamics CRM, it is possible to associate security roles with business process flows. This association is used to determine the process flow to be loaded when a record is first created and the process flows that are available for the user to switch to on existing records. It does not define the visibility of a business process flow on an existing record. It is therefore possible for a user who does not have privilege to switch to a given business process flow to view it if that process has already been assigned to the record by another user with the appropriate privilege.
A user can view queue items that are present on another user’s private queue when viewing this in CRM for tablets.
If you create an opportunity by clicking Add Existing in a contact or account, and the relationship is coming from the value in the Potential Customer field, the opportunity will be displayed in only one list, either on the contact or on the account – but not in both lists.
Also, you might see a message that says the opportunity was not successfully associated with the contact or account, if both the contact and account fields are filled in on the create form.
The Lead qualify action specified above can fail on the tablet client when the CRM server bits are upgraded, but the database is not.
The workaround is to qualify the lead from the form and not from the grid. After the database also upgrades, the problem will go away.
If you do a search across multiple entities that includes child entities (such as Opportunity Product or Queue Item), the results for these specific entities will not load. The search will appear to stop responding without producing search results.
Entitlement field on case form is
not filtered based on customer, contact, and product (301282)
The Entitlement lookup field shown on a case form is filtered based on the Customer, Contact, and Product fields on the web client. This filtering doesn’t work in CRM for tablets and all the entitlements belonging to all the customers are shown in the field.
However, you can’t save a wrong entitlement in the case. If you were to choose an entitlement that doesn’t belong to the customer, contact, or product selected, an error message is shown.
Labels and attributes may not sync down to Microsoft Dynamics CRM for tablets.
The workaround for the affected entity is to edit any metadata in the Entity section of the Customization page and publish.
If you are using Microsoft Dynamics CRM for tablets running on an iPad, and the tablet app was configured against a 2013 organization, and then the server is updated to CRM Online Spring ’14, the tablet app might stop responding or show an error.
1. If the update was done when the app was running (running or in background): If a user interacts with the app, doing actions like creating a record will take users offline. When they try to reconnect, they will get a “not authorized” error. After hitting the Back button, the user can re-authenticate and connect to server.
2. If a user starts the app after updating, they will see a loading screen and the app will connect to the CRM 2013 server.
Users with slow network speed might need to reinstall the app.
When users try
to connect to Microsoft Dynamics CRM Server 2013 (on-premises) configured for
an Internet Facing Deployment (IFD) server on a Windows device, they will be
prompted at an Active Directory authentication screen, which overlays and hides
the proper authentication screen that is intended for the user. Users may
attempt to enter credentials on this authentication screen, which will not work
and repeatedly prompt for logon credentials.
This issue occurs when the server running IIS where the Microsoft Dynamics CRM web application is installed has Negotiate and NTLM Windows authentication providers enabled on certain Microsoft Dynamics CRM website features.
The workaround is to click or tap Cancel on the Active Directory authentication screen to reveal the proper IFD authentication screen behind it.
To resolve the issue, run a Repair of Microsoft Dynamics CRM Server on the server running IIS where the Web Application Server role is installed. To resolve this issue by running Repair, the Microsoft Dynamics CRM deployment must already be configured for claims-based authentication and IFD.
On edit forms in Microsoft Dynamics CRM for tablets, users cannot edit the Owner field. This means that after a Create form is saved, this information is not editable. To work around this, the user can use Assign on the command bar to assign the record to a new user.
If a user does not have any of these read privileges, they will get an error message about Insufficient Privileges.
CRM for tablets does not support activities like Fax and Letter. These activity types are returned by the search results and shown to the user.
The workaround is to change the search entities. To do this, follow these steps:
1. Under Settings > Administration > System Settings > Select entities for search on CRM for tablets, click Select.
2. Remove the Activity entity that you don’t want in search by selecting it in the Selected Entities column and clicking Remove.
3. Add the child activity entities, like Phone Call, Task, and Appointment, which are supported in the CRM for Tablet app by selecting them in the Available Entities column and clicking Add.
4. Click Save and Close.
The default value should be Existing for the Select Product field. But it may select Write-In as the field default.
You can save appointments that conflict with other calendar entries. CRM for tablets does not check for these conflicts and you are not informed.
CRM for tablets shows only the system view as the default view.
If you re-start the app after 10 seconds or save the record (by navigating away or clicking Save), there will be no data loss.
While a form is loading, if you try to edit a field, you will get a read-only view of that field and its data. After the form has completed loading, if this field is still in an expanded state, it will still be read-only.
The workaround is to click or tap outside the field and then try to edit it again. The field should change to edit mode.
During first time configuration of a CRM for tablets application, a large amount of operations and UI definitions are generated. If verbose logging is turned on for a CRM server, the volume operations that are logged prevent the definition generation from succeeding.
The workaround is to turn off verbose logging and connect to the organization with CRM for tablets. Then turn logging back on. The definition generation happens only the first time after you publish customizations.
If a field on a form is given an invalid value (or is required, but not complete) and becomes hidden through form logic (before or after it becomes an error), and you try to save the form, the field is not made visible. You are told there is an error somewhere on the page.
The workaround is to navigate away from the page, which means you will lose your changes and need to start over.
If you make a personal view, and share that view with another user, the other user will not be able to use this view in CRM for tablets. However, it will be available to them on the web client.
If you pin a record to the start screen, and then use record set navigation to move to another record that has not yet been pinned to the start screen, the command for that record will say Unpin from Start rather than Pin to Start.
The workaround is to manually refresh the page.
Tiles on entity forms do not automatically update when the corresponding information is changed on the form.
The workaround is to manually refresh the page.
The workaround is to sign in again and retry.
When you go to the Case Associated list on any entity form and get the command bar by swiping from below, it doesn’t show Add New and Add Existing actions. A similar issue happens if you go to the Case Associated area. These actions will not be shown.
The workaround is to perform these actions from the Add button (+) that is on Case list.
Social Profile record creation or update is not allowed. On attempting to save the record an error message is displayed.
The workaround is to open the lookup control and delete by removing the value in the dialog box.
The contextual menu for grids, which you can view by right-clicking a record on the grid, will not be displayed on an iPad browser. Instead, the default Safari browser menu will be displayed. This is because the contextual Safari browser menu cannot be overridden in iOS devices.
Microsoft will support a configuration that is Citrix XenApp 6.5 with session virtualization for Microsoft Dynamics CRM for Outlook on a single XenApp instance. That support is only for Microsoft Dynamics CRM 2013 Service Pack 1 for Outlook.
Please note that Citrix deployment may include a complex configuration topology based on other configurations, and these are not supported. For example, these configurations are not supported:
· Citrix products like XenApp (except for version 6.5), XenDesktop, and XenServer and versions of these products
· Application streaming modes
· Modes of application deployment
· Options for load balancing
· Application virtualization layered on top of other virtualization technologies (such as Network and storage virtualization technologies)
Once you update your CRM for Outlook version to Service Pack 1, you can no longer uninstall the SP1 in order to revert back to CRM 2013 or any update rollup on it.
The workaround is to uninstall CRM for Outlook, reinstall CRM 2013, and apply the relevant update rollup that you had before.
Social Activities and its view under
Activities are not present in CRM 2013 for Outlook when it is connected with a CRM
2013 Service Pack 1 Server that has Product Updates installed (302034)
The workaround is to upgrade CRM 2013 for Outlook to CRM 2013 Service Pack 1 for Outlook.
We do not support upgrading from the Early Access prerelease of CRM for Outlook to the final release of it. You must uninstall the Early Access build of the client and install the release build.
If you have an Early Access server and upgrade to the final release, we do not support the Early Access CRM for Outlook against a final release server. If you have this scenario, you must make sure that if your end users are offline, they must go back online before you upgrade the server to the final release. After the server is upgraded, they should upgrade all clients to the final release build.
When you use CRM for Outlook in offline mode, any action that tries to open a Mailbox record will display an error.
The Mailbox entity’s form is not supported in offline mode. Please do not click links to Mailbox records. If you do, simply navigate to other records or close the form.
This issue is very intermittent but sometimes the first time a form is opened from Outlook on a fresh install/upgrade, it will take a very long time to actually open. This may be perceived as the form never opening. Restarting Outlook should resolve this issue as it only occurs on a fresh install/upgrade.
In some cases, where you customize entities and publish the
customizations and immediately want to create a record through CRM for Outlook,
it will not succeed. This is because the metadata in CRM for Outlook was not
The workaround is to simply restart Outlook and wait for a minute or so to have the latest metadata cache.
When you track and send an email, only if the recipient replies immediately, sometimes this first reply may not get auto-tracked in CRM. This is due to a timing issue that the first sent email was not yet created in CRM, and email correlation failed to correlate this reply with any other CRM emails.
The workaround is to make sure the first sent email is tracked in CRM or manually track the first email reply.
The Salesperson security role does not have permissions to create new cases in either CRM for Outlook or the web client, and the New Case button is hidden from the ribbon. However, in CRM for Outlook, users with this security role can still open a new case form by right-clicking the list and choosing New Case from the shortcut menu. The new case form will open, though it is not editable.
To resolve this issue, force Outlook to restart; Outlook will work normally. This can occur when you:
1. Prepare two Service Pack 1 organizations.
2. Prepare one CRM 2013 client and configure against those organizations.
3. The Primary organization goes offline, then goes online.
4. Switch the primary organization, go offline, then go online.
5. Upgrade the client from CRM 2013 to Service Pack 1.
6. Start Outlook.
7. Outlook stops responding.
8. Force Outlook restart to resolve the issue.
Sometimes the list or reading pane is not refreshed after updating a record in CRM or after synchronization.
We do not guarantee synchronization will work as expected if Exchange mode is set to non-cached in Outlook. For example, sometimes, tracking email from the Outlook Search folder gives an error when cached exchange mode is off when you set up your Exchange email account in Outlook. The best practice is to turn on cached Exchange mode when you set up your Exchange email account in Outlook.
This happens when you cannot accept an update to a tracked appointment in a particular environment with specific settings. Imagine there is User 1 who is an External User who has just configured their Email account with Outlook or is using Outlook Web Access; and User 2 is a CRM user who has their Default Email account configured in Outlook with Cached Exchange Mode disabled and CRM Organization added to Default Email account.
1. User 1 sends a meeting request to User 2.
2. User 2 will accept the meeting request from Outlook inbox and send a response.
3. User 2 opens the same appointment record through the Outlook calendar and closes it without making any change.
4. User 1 reschedules the meeting time and sends an update to User 2 again.
5. User 2 will attempt to accept the same meeting update from their Outlook inbox, but will be presented with an error message: "The function cannot be performed because the message has been changed".
Tracking an email in CRM that has an attachment adds the email itself as an attachment in the CRM activity email record after synchronization.
If you delete the user filter for a specific entity, such as Contact, the system filters for contacts will also not be included in future synchronizations. You need the user filters enabled to synchronize if you are also using system filters.
When you change the values in CRM fields in CRM for Outlook, and save and close the form, the next time you open it the changed values are not shown.
The workaround is to open the form in CRM and change the values there.
The best practice is not to have the primary field requirement level set to No Constraint if you want to set regarding for your emails, appointments, contacts, or tasks to records from this custom entity.
When you use Advanced Find to find records and then click the Mail Merge button from the ribbon, sometimes mail merge will not work. Until we completely fix the issue in the near future, we recommend that you use mail merge in a view.
Sometimes the ribbon is not displayed when you have the CRM 2013 for Outlook client with CRM 2013 SP1 and Product Updates installed on the server.
The workaround is to restart or reconfigure Outlook.
CRM 2013 forms are displayed
for Case, Contact, and Account when using a CRM 2013 for Outlook client in
online mode configured to a server that is running CRM 2013 Service Pack 1 with
Product Updates installed (308216)
This behavior is restricted to only the Case, Contact, and Account entities, which have the Entitlement sub-grid.
Installing CRM for Outlook in side-by-side Office version scenarios (such as Outlook 2010 and Outlook 2013 Click To Run installed on the same machine) is not supported.
Case form closes when the Apply
Routing Rule action is manually applied (305563)
On successful application of an active routing rule, the case form closes and the case list loads.
When the Allow quick create option is cleared from Settings > Customization > Entities > Case, you won’t be able to open the case form when you click the Create child case option. The quick create form will partly load, and if you click Cancel, you will get a script error.
The workaround is to navigate to the Child cases sub-grid in the Case relationships tab to create a new child case.
In Advanced Find for Cases, Merge and Associate Child Cases actions are visible and result in a “Record is unavailable” error when accessed (applicable to organizations that haven’t installed Product Updates) (305219)
Merge and Associate Child Cases actions are applicable for organizations that have installed Product updates successfully. Until then all such entities and attributes are marked “For internal use only” and executing CRM functionality on them can cause error conditions or unsupported behavior.
Merge Cases command bar action appears twice on the Advanced Find ribbon when searching against the Cases entity (305028)
This issue applies to organizations that have upgraded to Microsoft Dynamics CRM Online Spring ’14 or Microsoft Dynamics CRM 2013 SP1 and have Product Updates Installed. There is no functionality impact. Merge cases command bar option is seen twice.
Unable to Add New Case or Add Existing Case from the Cases associated view for a social profile record (304744)
When you try to add a new case, the case quick create form opens up and after providing the relevant details and saving the form, the case gets created, but is not listed in the Cases associated view of the social profile record.
When attempting to add an existing case and selecting a case from the lookup, the association of the case to the social profile record fails.
The option to create a case only if a valid entitlement exists will not work as expected for a case creation rule that has been set up for the email channel. A case will be created even when this option is turned on and no active entitlement exists.
The error occurs if the queue is private and the selected user is not a member of the queue.
You cannot edit an active rule. If a rule is active, when you try to import the rule with the same ID, the solution import will fail.
You should not select the following customer service configuration entities in the Create Record step of any CRM process (such as workflows and dialogs):
· Case Creation Rule
· Case Creation Rule Item
· Entitlement Channel
· Entitlement Template Channel
· Routing Rule Set
· Rule Item
We are providing server-side synchronization in CRM Online Spring ‘14 for CRM Online organizations for selected email server types*. Please wait to configure server-side synchronization until your organization is updated to CRM Online Spring ’14 for both the server and the organization database.
* Exchange Online (emails, appointments, contacts, and tasks) and white-listed POP3/SMTP servers (emails only).
CRM 2013 SP1 supports server-side synchronization for:
· CRM on-premises with Exchange on-premises. Microsoft Dynamics CRM on-premises customers who are using Microsoft Exchange on-premises or POP3/SMTP supported mail servers (Outlook.com, Windows Live Mail, Gmail, Hotmail, Yahoo! Mail, and MSN). This capability works with users, queues, and forward mailboxes.
· CRM Online with Exchange Online. The capability is also available for CRM Online customers who are using Microsoft Exchange Online or POP3/SMTP supported mail servers (Gmail, Yahoo! Mail).
· Supported POP3/SMTP mail servers for emails. For these white-listed POP3/SMTP servers, only email synchronization is supported, and we recommend that you set the synchronization method as None for appointments, contacts, and tasks in this case.
Though it is allowed in the UI, we do not support server-side synchronization for appointments, contacts, and tasks for POP3/SMTP email servers. If you configured this way, a notification message is presented in the mailbox record form and the mailbox processing will fail for appointments, contacts, and tasks. And there may be misleading messages in the alert wall. If you are setting up server-side synchronization for supported POP3/SMTP email servers, the best practice is to set synchronization method for appointments, contacts, and tasks as None or CRM for Outlook (Outlook Sync). Do not set as server-side synchronization if the attached email server profile is not an Exchange server.
Please ensure you have enough testing and hardware for CRM on-premises and Exchange Server on-premises before using server-side synchronization in your day-to-day environment.
The load and performance impact of server-side synchronization highly depends on the:
· Number of enabled mailboxes
· Load of user usage (daily or peak) on emails, appointments, contacts, and tasks
· Load on the Exchange server and Async server (such as workflows, etc)
· Optimization of the SQL servers
· Data topology of the Exchange server
· Hardware specification and Internet connection of the environments.
To enable server-side synchronization, you must install both the Asynchronous Processing Service server role and the Email Integration Service server role.
The server-side synchronization may show failures because of potential deadlocks in recurring appointment synchronization. In most cases those failures will be successfully retried in next run of server-side synchronization. However, these deadlocks may impact server performance.
In Outlook with server-side synchronization, in a rare case where you change a field of a synchronized item that is not synced with CRM, the icon of that item does not change back to the CRM icon. This is because server-side synchronization does not detect any changes.
The workaround is to modify some other fields of the item that will be synchronized with CRM. Once the synchronization happens, the CRM icon will appear again.
If Federal Information Processing Standard (FIPS) is enabled on Microsoft Dynamics CRM, you cannot use server-side synchronization to send emails through Hotmail, Outlook, Live, and MSN email systems.
The workaround is to not enable FIPS on Microsoft Dynamics CRM if you want to configure server-side synchronization by using SMTP to send emails through Hotmail, Outlook, Live, or MSN email systems. For more information about FIPS, go to FIPS 140-2 Compliancy with Microsoft Dynamics CRM.
This applies to Outlook Sync and server-side sync as well. Whoever has the permission to update the appointment in CRM can cause a broadcast or update to the attendee’s Outlook/Exchange calendar.
The workaround is to let the organizer who is also the CRM user track the appointment before sending.
Even if you click Yes in the confirmation message that asks you if you want to delete the contact, the contact in CRM will not be deleted.
The workaround is to delete the contact in CRM manually.
This occurs only if you have an Outlook item that is tracked and synced with CRM, and then you copy and paste it in Outlook.
The workaround is to create another task separately, or copy and paste it before tracking them.
If you tracked an appointment and after it has been synced to CRM you decided to untrack it, and afterwards, decided to track it again, and afterwards, try to update the appointment in Outlook.
The workaround is to update the appointment in CRM to make them sync properly.
If you and the attendee are both using Microsoft Dynamics CRM, but in different CRM organizations, your tracked appointment might unintentionally also become tracked in their CRM organization. This happens only if the appointment has not been created in your organization before sending out to the attendee who is in another CRM organization.
The workaround is to untrack the appointment from the other organization.
This occurs when you have two CRM users sending meeting invites while the organizer is still on Outlook Sync and the attendee is on server-side synchronization. If the organizer in this case creates or updates the appointment in CRM, and never opens up the same appointment in Exchange or Outlook. The update will not be in the attendee’s calendar.
The workaround is to create or change the appointment in Outlook and then send. The best practice is not to have mixed synchronization methods within the same CRM organization.
We recommend you not to move an already tracked contact to another contact folder.
The email address in the mailbox record of the CRM user has to be the same as the primary email account set up in Outlook in order to perform tracking and synchronization. However, there is no system enforcement of this requirement.
If you have configured server-side synchronization with an email server profile that has the Server Type set to Exchange and Auto Discover Server Location set to Yes, you may experience intermittent issues during email, appointment, contact, or task sync (or during the Test & Enable Mailboxes action). You will see an error that states that the mailbox location could not be determined.
The workaround is to configure the email server profile with Auto Discover Server Location set to No, and provide an Incoming Server Location and/or Outgoing Server Location.
If a user attempts to sort/filter on a non-default sorting column and the document library they are accessing has more than 5,000 records, the user may see a throttling exception.
The SharePoint Document entity is not supported for workflows.
When a Microsoft Dynamics CRM dashboard or a form that contains one or more Social Insights controls is loaded in Microsoft Dynamics CRM for Outlook, the Social Insights controls may not render or may display an error if you are not already signed in to Microsoft Social Listening.
The workaround for this is to open a new Internet Explorer browser tab and sign in to Microsoft Social Listening with your credentials. You must also select the Keep me signed in check box to continue to work. After you are signed in to Microsoft Social Listening, return to CRM for Outlook and reload the dashboard or form for the Social Insights controls to render.
For Unified Service Desk, the Solution Package for Microsoft Dynamics CRM 2013 SP1 with product updates will not be deployed properly, if product updates are not applied on the CRM organization.
Package Deployment will fail in such scenarios because the customizations are done for entities that get enabled after product updates are installed on the CRM org where the package is being deployed.
Unified Service Desk does not have out-of-the-box (OOB) roles. Therefore, while deploying Unified Service Desk in production applications, system customizers must ensure that appropriate roles are created in CRM so that agents have only relevant privileges on the selected set of entities.
The installer for Unified Service Desk is not right to left (RTL) compliant and hence the user interface (UI) will not render properly for Arabic languages.
In Microsoft Dynamics CRM 2013 SP1, when you click Resolve Case in certain call scripts, the call script may change. This results in a situation where some steps of the call script that were already completed appear to be incomplete. This can be fixed through configuration changes.
You may encounter certain script errors in sample packages. You can proceed after canceling the script error.
The definition of SLA that is shipped with the sample package is not correctly defined. Hence, it is recommended that the SLA definition is reviewed appropriately before using it.
In the Configuration Migration tool, when data owned by teams is imported into a new CRM organization, the ownership changes to the user who imported the data.
This is happening because the CRM async job for importing data is not completed - hence some of the data is not available. Users may get random errors if they try to start Unified Service Desk immediately after deployment. The CRM admin should be informed if they are getting the issue after a reasonable time because that may indicate that the job may have stalled for some reason and needs CRM admin attention.
Customer Information System (CIS) is a sample application to demonstrate the integration of line-of-business applications in Unified Service Desk. When this application starts inside Unified Service Desk, there are some instances when the users may get an error. This error will not hamper the subsequent experience.
If you use Microsoft Dynamics CRM Language Packs for additional languages in your system, you will notice that on update from Microsoft Dynamics CRM December 2012 Service Update to Microsoft Dynamics CRM Online Fall ‘13 Service Update, the base language translations are preserved but some of the localized labels for the business process flows are not carried over. Instead, they are shown in the base language in the CRM web application or CRM for Outlook.
The missing translations belong to the objects that were added or modified in the business process flow before you updated your system to Microsoft Dynamics CRM Online Fall ‘13. For example, if you modified a stage or added new steps in the stage of the out-of-the-box business process flow, the Language Pack label translations for these objects are missing in the updated CRM system. The translations for the labels of the unchanged out-of-the-box objects are displayed in the correct non-base languages.
You can easily restore the missing translations if you follow the following procedure. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
· If using the CRM web application, on the nav bar, click or tap Microsoft Dynamics CRM > Settings. Settings appears on the nav bar. Click or tap Settings > Customizations > Customize the System.
· If using CRM for Outlook, in the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Customizations > Customize the System.
In web application or Outlook, continue:
1. In Customize the System, click or tap Export Translations to export the labels and their corresponding translations. Save the exported translations .zip file on your local disk.
2. Open the translations .zip file with Windows Explorer. Copy the CrmTranslations.xml file to another folder on your local disk and edit with Microsoft Office Excel, as a workbook.
3. In the CrmTranslations.xml file, in the Localized Labels worksheet, find the rows for the Workflow Categories entities that represent the business process flow labels in Microsoft Dynamics CRM Online Fall ‘13. In the Workflow Categories row, the columns that hold the label values use the language codes for column names. For example, for the English language, a column name is “1033”. Notice that, the cells for the non-base languages labels are blank, but the base language label contains the correct value.
4. In the same Localized Labels worksheet, find the rows for the ComplexControl entities that represented the business process flow labels in Microsoft Dynamics CRM December 2012 Service Update. Use the base language label in the Workflow Categories row to find the matching ComplexControl row. For example, if the Workflow Categories row has an English base-language label called “New custom step”, then the ComplexControl row that has the same label is a match.
5. Copy and paste the values for non-base language labels from the ComplexControl row to the corresponding cells in the matching Workflow Categories row. Repeat this for all Workflow Categories rows.
6. Save the CrmTranslations.xml file and copy it back into the exported translations .zip file.
7. Reimport the translations .zip. In the CRM Web app, click or tap Settings > Customizations > Customize the System and click or tap Import Translations. If you use CRM for Outlook, click or tap or tap Settings > System > Customizations > Customize the System and then click or tap Import Translations.
8. In Import Translations, select the updated translations zip file and import.
9. In Customize the System, click or tap Publish All Customizations, to publish the customizations.
10. To verify that the label translations are imported correctly for the non-base languages, switch your user language (a user language is one of the languages available in your CRM organization that you select as your preferred language) to a language for which the translations were updated. For example, if you updated the labels for German language, switch the user language to German (1031) and open an entity form that contains the business process flow with the updated translations. You will see the correct translations in the labels that previously were shown in the base language.
interface-based automations of CRM may not work for Internet Explorer 8
Customer Care Accelerator (CCA) Reference Implementation, which is a sample application, has not been updated for CRM 2013 and CRM Online Fall ‘13. The SDK examples of CCA have not been updated for CRM 2013 and CRM Online Fall ‘13 and hence it will not work as expected. Customers who want to use UI-based automations are advised to use Internet Explorer 9.
The UII documentation has the following inaccuracies:
· UII Documentation indicates that for the Framework and Java DDA, Windows XP is supported.
This is an error; we do not support Windows XP for UII.
· UII Documentation indicates that the developer is responsible for Creating the WPF Cab Component.
This is no longer required. This component is integrated to the UII framework.
· UII Documentation mentions CRM 2011 in numerous places.
This should be read as CRM 2013.
The UII Hosted Application Toolkit is not in the SDK distribution.
The workaround is to use the HAT Toolkit from the currently released system to author automations and update them to CRM. You can find the current release here: http://dynamics.pinpoint.microsoft.com/en-US/applications/Customer-Care-Accelerator-for-Microsoft-Dynamics-CRM-2011-12884949176
UII now includes WPFCAB as part of the distribution. For any asset that contains a reference to Microsoft.Practices.CompositeUI.Windows.dll, you must remove that and replace it with Microsoft.Uii.Practices.CompositeUI.Windows.dll from the UII\<buildtype>\Framework directory.
Several tools in the SDK are still using older icons and images, and the occasional reference to CRM 2011.
The workaround is to customize the form to have Account or Contact on the mobile form. Otherwise, you can still use the out-of-the-box forms and manually fill in the Customer field.
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