Microsoft Dynamics CRM 2011 Update Rollup 7

Important Note

A database created with Microsoft Dynamics CRM 2011 Update Rollup 6 or a higher version cannot be imported to a deployment of Microsoft Dynamics CRM 2011 Update Rollup 5 or an earlier version. This scenario is not supported.

Windows Update Installation

To automatically install Update Rollup 7 for Microsoft Dynamics CRM 2011, you can use Windows Update. Update Rollup 7 for Microsoft Dynamics CRM 2011 will be available on Windows Update on April 10, 2012.

You can also set Windows to automatically install recommended updates. This setting can address noncritical problems and help improve your computing experience. Optional updates are not downloaded or installed automatically.

To learn more about the kinds of updates that Microsoft publishes, visit the following Microsoft websites:To install Update Rollup 7 for Microsoft Dynamics CRM 2011 by using Windows Update, follow these steps:

1. Click Start, and then type Update in the Start Search box. In the list of results, click Windows Update.
2. In the navigation pane, click Check for updates, and then wait while Windows checks for the latest updates for your computer.
3. If you receive a message that states that important updates are available or that prompts you to review important updates, you can view and select the important updates to install.
4. In the list, click any important update for more information. Click to select the check box for any updates that you want to install, and then click OK.
5. Click Install updates.
6. Read and accept the license terms, and then click Finish (if the update requires this action). If you are prompted for an administrator password, type the password. If you are prompted for a confirmation, provide the confirmation.

Manual installation

To manually install Update Rollup 7 for Microsoft Dynamics CRM 2011, follow these steps:

1. Visit the following Microsoft Update catalog website:
   The Microsoft Update Catalog
2. Type 2600643 in the Search box, and then click Search.
3. Click Add to add the update to the basket.
4. Click Download.
5. Click Browse, specify the folder to which you want to download the update, and then click OK.
6. Click Continue, and then click I Accept to accept the Microsoft Software License Terms.
7. When the update is downloaded to the location that you specified, click Close.

For more information about the Microsoft Update catalog, click the following article number to view the article in the Microsoft Knowledge Base:

323166 How to download updates that include drivers and hotfixes from the Windows Update Catalog

Additional installation information

• After you install this update rollup, exit any existing CRM sessions, and then start a new CRM session to incorporate the changes.
• When you de-provision a Language Pack, the language settings of all Microsoft Dynamics CRM users who are using that language will revert to the default language. The re-provisioning process does not update the language settings of users. Therefore, users must reset their language settings in the personal options section when they log on to Microsoft Dynamics CRM 2011.

Prerequisites

You must have Microsoft Dynamics CRM 2011 Update Rollup 6 installed (build 5.0.9690.1992) to apply this update rollup.

For more information about Microsoft Dynamics CRM 2011 Update Rollup 6 (build 5.0.9690.1992), click the following article number to view the article in the Microsoft Knowledge Base:

2600640 Update Rollup 6 for Microsoft Dynamics CRM 2011 is available

Restart requirement

If you are prompted, restart the computer after you apply the update rollup.

Removal information

You can uninstall Update Rollup 7 from a Microsoft Dynamics CRM server. However, you should back up your databases before you uninstall Update Rollup 7. For more information, visit the following Microsoft Developer Network (MSDN) websites:

Update Rollup 7 also contains the Dynamics CRM Q4 Service Update features that were released in Update Rollup 5 for Microsoft Dynamics CRM 2011. For more information about the Dynamics CRM Q4 Service Update features, visit the following Microsoft website:

Update Rollup 7 contains the following fixes and updates:

• When you open a record directly from a bookmark or a link, an unusual padding appears. Additionally, when you try to browse away from the page, you receive a script error message that asks you to send an error report to Microsoft.
• You cannot type a backslash (\) in a text field in Microsoft Dynamics CRM 2011 forms. This problem occurs when the system is set up to use a German standard keyboard.
• When you open a record on an associated view, picklists become inactive in Internet Explorer 9.
• After you upgrade to Microsoft Dynamics CRM 2011, you cannot resolve cases that have contract lines associated.
• Consider the following scenario:
• • You open a record, and then you click Connect.
  • In the Connect dialog box, you type information into fields, and then you click Save and New.
  In this scenario, the new Connect dialog box does not save the connection to the original record.
• You cannot type special characters that require the right Alt key (AltGr) on keyboard in some Microsoft Dynamics CRM forms.
• When you open a record and then click the notes text, the width of the text area shrinks to the default size. This problem occurs when you do not have the Write permissions on notes for the record.
• When you right-click a read-only field in a form in Microsoft Dynamics CRM 2011, you receive the following error message:
  Microsoft Dynamics CRM has encountered an error.
• Consider the following scenario:
  
  • You open Microsoft Dynamics CRM 2011 by using the https protocol and do not specify the port number.
  • You open an existing account or create a new account, type a value in the Account Number field, and then click Save.
  • You update the same form again, and then click Save.
  In this scenario, you receive the following error message:
  Access Denied.
• When you merge accounts or contacts, the related connection records are not updated to point to the master record in Microsoft Dynamics CRM 2011.
• When you try to add more than 50,000 members to a marketing list, you receive the following error message:
  An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.AggregateQueryRecordLimit exceeded. Cannot perform this operation.
  .
• When you create a new solution and then export it as a managed solution, the XML is invalid. This problem occurs when you rename a subgrid control on an existing form for an existing subgrid. In this situation, the import wizard does not validate the XML, and you receive the following error message:
  The import file is invalid. XSD validation failed.
  Additionally, when you view the technical details, you receive the following error message:
  Element 'control' cannot appear more than once if content model type is "all".
• Consider the following scenario:
  
  • You click File, click New activity, and then click Appointment.
  • You add a subject.
  • You type a date in the Appointment Activity field that is two weeks in the future, and then you click Save.
  • You click Recurrence.
  In this scenario, the date in the Start Range field displays the current date instead of the expected date of two weeks in the future.
• Consider the following scenario:
  
  • You create a new account in Microsoft Dynamics CRM 2011.
  • In the Website field, you type a URL that contains a quotation mark.
  • You create a grid view on accounts and then add the Website column.
  • You view the grid.
  In this scenario, the script is executed incorrectly and you receive an error message.
• When you configure a bulk deletion job, and then you send the customer a link by using an email message to check the status of the bulk deletion job, the URL in the email message is incorrect.
• When you import a price list from an Excel worksheet, the prices are multiplied by 100. This problem occurs when the Excel spreadsheet resides on a server that has non-US regional settings.
• When you update a Microsoft Dynamics CRM organization to another Microsoft SQL Server SKU, no audit partition is created.
• When you try to add a column to an incident related view in the Activity entity in Microsoft Dynamics CRM 2011 Turkish installation, you receive the following error message:
  Entity type does not exist in Microsoft Dynamics CRM.
• When you try to run the Account Summary reports in Microsoft Dynamics CRM 2011 in a non-English language, you receive the following error message:
  Subreport could not be shown.
• Consider the following scenario:
  
  • You make a copy of the Salesperson Security Role, and then you set the User Read permission to the business unit (BU) level on the Business Management tab in the copy.
  • You create a user in a BU that is not the primary BU, and then you assign the new role that you created to the user.
  • You configure the user for Microsoft Dynamics CRM client for Outlook.
  • In Office Outlook, the user clicks Option, and then clicks Mail.
  • The user selects the Create check box and the Contacts option for the Automatically create records setting in the Microsoft Dynamics CRM section.
  • An email message is sent to the user from a non-Microsoft Dynamics CRM user.
  • The user tracks the email message from inbox
  In this scenario, the user receives the following error message:
  An unknown error occurred while synchronizing data to Outlook.
• When you import dashboards as part of a solution and the solution contains labels for languages that are not the base language, the labels are not created during the import of the solution.
• Too many trace log error events are logged in the trace logs in for Microsoft Dynamics CRM.
• You cannot execute a request to retrieve metadata by using the 2007 Metadata Service, as the System or Integration user, in Microsoft Dynamics CRM 2011.
• You cannot register a plugin on the Create message function for the UserQuery entity.
• Assume that you use LINQ in a Microsoft Dynamics CRM plugin with the OrganizationServiceContext object to retrieve related records. When you update the records, you receive the following error message:
  Type: System.InvalidOperationException
  Message: The entity is read-only and the 'Id' property cannot be modified. Use the context to update the entity instead.
• Assume that you try to create a quick campaign from the results of an Advanced Find query. When you complete the Quick Campaign wizard, you receive the following error message:
  Invalid Argument error.
• Service Activities continuously synchronize to the Microsoft Dynamics CRM client for Outlook.
• When you try to open a message that is saved in the .msg format and the message is set to read-only in the file properties, you receive the following error message:
  Microsoft CRM has encountered a problem and needs to close. We are sorry for the inconvenience.
  This problem occurs in Microsoft Office Outlook 2003 and Microsoft Office Outlook 2010.
• The grid views and the reading pane in Microsoft Dynamics CRM client for Outlook do not display the data by using the number formats that are specified in the Personal Options settings in Microsoft Dynamics CRM 2011.
• When you import or re-import some currency or decimal field values from Excel spreadsheet XML files, the record imports fail with format exceptions.
• When you import data by using the "Templates for Data Import" process with Excel or XML files, white spaces are not removed.
• If you enable the Do Not Create Activities option, attachments are not attached to email messages during mail merges.
• If you cancel the duplication detection process, the PreValidation plugin does not merge changes.
• When you reassign an appointment record that is recurring to a user, only the master record is assigned. The recurring records are not assigned to the user.
  
• The RenderGridView.aspx page is cached for only one day incorrectly. However, the cache time should be longer.
• Reprocessing for the async process for transport level errors should be added.
• When you create a record in an entity in Microsoft Dynamics CRM 2011, you receive the following error message:
  CrmException: Cannot insert duplicate key
• When you run Microsoft Dynamics CRM client for Outlook, Microsoft Office Outlook client crashes. This problem occurs when the FormRegion object is set.

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 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:

2664150 Steps to clean up the PrincipalObjectAccess table in Microsoft Dynamics CRM 2011 after Update Rollup 6 is applied

To prevent pinned views from pulling down information to local SQL Server CE caches, a registry key can be set on the Microsoft Dynamics CRM 2011 Outlook clients. This can also help reduce the overall network traffic that is sent from a Microsoft Dynamics CRM 2011 server to a Microsoft Dynamics CRM 2011 Outlook client computer.

Important This section, method, or task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it. Then, you can restore the registry if a problem occurs. For more information about how to back up and restore the registry, click the following article number to view the article in the Microsoft Knowledge Base:

322756 How to back up and restore the registry in Windows

To do this, follow these steps:

1. Log on to the Microsoft Dynamics CRM 2011 Outlook client computers as a user who has installed the Microsoft Dynamics CRM 2011 Outlook client.
2. Click Start, click Run, type regedit, and then click OK.
3. Locate and then click the following registry subkey: HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient
4. On the Edit menu, point to New, and then click DWORD (32-bit) Value.
5. Type DisableMapiCaching, and then press ENTER.
6. Right-click DisableMapiCaching, point to New, and then click DWORD Value.
7. Right-click DisableMapiCaching, and then click Modify.
8. In the Value data box, type 1, and then click OK.
9. On the File menu, click Exit to exit Registry Editor.

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.

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

• Assume that you have a solution that contains an option set attribute which has no prefix. When you import updates to the solution from an earlier version of Microsoft Dynamics CRM, you receive the following error message:
  The schema attribute is not unique.
• Mail items from Outlook Explorer are not promoted when the items are opened in the background.
• When you try to promote an item by using the Set Regarding function and the promotion fails, the item continues to have the regarding information set with only four user-defined fields. Therefore, when the promotion error is resolved, and then you try to promote the item again, the promotion still fails.
• When you try to configure Microsoft Dynamics CRM client for Outlook, you receive the following error message:
  Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials. Check your connection or contact your administrator for help.
• When you try to import a managed solution that contains a label change, you receive the following error message:
  The evaluation of the current component (name=LocalizedLabel, id=631f30e6-1ebf-48c8-8ef4-f8000ee973dd) in the current operation (Update) failed during managed property evaluation of condition: Microsoft.Crm.BusinessEntities.IsRenameableCondition
• When you tab on a user domain name to retrieve user information from Active Directory in a large domain that contains multiple child domains, you experience slow performance.
• Assume that you change the SiteMap in Microsoft Dynamics CRM 2011 by linking to custom views as an HTML web resource. When you click the link to the views, you receive the following error message:
  
  An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.
  Additionally, the following error message is logged in the platform trace:
  Error: CRM Parameter Filter - Invalid parameter 'layout=0' in Request.QueryString
• When you perform a quick search in Microsoft Dynamics CRM client for Outlook, you experience slow performance.
• When you click Add Existing to associatemore than 250 records to a record in Microsoft Dynamics CRM, Internet Explorer becomes unresponsive. Additionally, you receive the following error message:
  Message: Stop running this script? A script on this page is causing your web browser to run slowly. If it continues to run, your computer might become unresponsive.
• When you try to assign an entity to a team in a Microsoft Dynamics CRM 2011 workflow, you cannot select any existing team field value for the assignment.
• Assume that an entity form is customized to have multiple sub-grids with auto-expansion enabled in Microsoft Dynamics CRM 2011. When you move grids to a sub-area in the form, the grids are resized.
• When you import a contact by using the Add Contacts wizard, the Company Name field for the contact is deleted in Office Outlook. This problem occurs when the Use Company Name to be the Account option is disabled.
• Consider the following scenario:
  
  • You create a new email message in Office Outlook.
  • You select Rich Text format on the Format Text tab.
  • You add some text to the email message, and then add embedded images.
  • You enter data in the To, From, and Subject fields.
  • You click the Track button, and then click Send.
  • You review the tracked email activity in Microsoft Dynamics CRM 2011.
  In this scenario, the inserted image is not displayed in the Email activity. Instead, the picture is displayed as an attachment that has a zero size.