We're proud to announce that Microsoft Dynamics CRM 2011 Update Rollup 10 released Thursday, August 16th,2012!

Here's the "Master" Microsoft Dynamics Knowledge Base article (KB 2710577)

On Friday, August 17th, Greg Nichols and Ryan Anderson from the Microsoft Premier Field Engineering team provided information about:

  • Many specifics regarding the recent release of Update Rollup 10 for Microsoft Dynamics CRM 2011
  • A major performance enhancement formerly to be released via the Q2 2012 Service Update that is released via CRM 2011 Update Rollup 10

during their Microsoft Dynamics CRM 2011 Update Rollup 10 Podcast

 

The "CRM Update Rollup Collateral Page"

For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all Microsoft Dynamics CRM Update Rollups, visit the "CRM Update Rollup Collateral Page"

Big Update Rollup 10 news!

  • Windows 8 / Internet Explorer 10 / Office 2013 Preview compatibility
  • Many performance and stability-related fixes, including fixes to the CRM Client for Microsoft Outlook
  • Contains all hotfixes / updates originally scheduled for release via Update Rollup 9
  • Quick Find performance optimizations and EnableRetrieveMultipleOptimization SQL query performance optimizations:

For Microsoft Dynamics CRM business solutions that include an entity with a large dataset, record retrieval and grid rendering performance can be negatively impacted for users that do not have global access to all records associated with that entity. Code changes to mitigate this behavior first appeared in Microsoft Dynamics CRM 4.0, and have been fine-tuned since then.

With Microsoft Dynamics CRM 2011 Update Rollup 10 and later, big advancements have been made to optimize the performance of queries against large datasets by adjusting specific “statistical” settings to address the issue. Should this fail to achieve desired levels of performance, adjust the value associated with EnableRetrieveMultipleOptimization (ERMO) setting. You may have heard these changes described at this year's Convergence.

A first step in efforts to optimize the performance of queries against large data sets is to make adjustments to the “statistical” settings that affect the behavior of RetrieveMultiple queries. Although you can configure these settings by modifying the Windows Registry (under HKEY_LOCAL_MACHINESOFTWAREMicrosoftMSCRM) on the each of the Web servers that is used in a deployment, we recommend that these settings be configured by using the OrgDbOrgSettings, which will ensure that the configuration applies to a specific organization. For additional information about configuring these settings by using the OrgDbOrgSettings, and to download the tool that makes the OrgDbOrgSettings changes you desire, see the Microsoft Knowledge Base article titled "OrgDBOrgSettings Tool for Microsoft Dynamics CRM 2011" (KB 2691237)

If making adjustments to these settings does not yield satisfactory levels of performance, then consider adjusting the value of the EnableRetrieveMultipleOptimization (ERMO) setting. The ERMO setting is commonly used to limit the duration of certain long running queries; specifically, to overcome issues related to local or deep business unit access within Microsoft Dynamics CRM 2011 security roles.

Many more details describing appropriate scenarios for the available settings are already available via the Microsoft Download Center in a revised version of the whitepaper "Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure", in the sections “Optimizing the Performance of Queries against Large Datasets” and “Optimizing the Performance of Quick Find Queries”. The details will appear in the MSDN version of this whitepaper as quickly as possible.

Where is Update Rollup 9?

Update Rollup 9 for Microsoft Dynamics CRM 2011 will not be released publically because of a delay in the Q2 Service Update, which was to be included in Update Rollup 9. For more details, see the blog "Q2 2012 Service Update – New delivery schedule"

Note regarding Podcasts: You can make our CRM Premier Field Engineering podcasts available on Zune by using the RSS feed below.  In the Zune software, go to Collection -> Podcasts and click on the Add a Podcast button on the lower left, then enter the url for the RSS feed: http://www.blogtalkradio.com/pfedynamics.rss. After that, you can adjust the series settings like any other podcast, so you can sync with your smartphone or Zune.

Feature Additions in Update Rollup 10, also available in Update Rollup 7 and 8!

Update Rollup 7 for Microsoft Dynamics CRM 2011 introduced a new feature known as Read Optimized Forms. Read Optimized Forms allow a user to quickly open a read-only copy of a record form. Read Optimized Forms improve performance for users who have high network latency and users who spend most of their time consuming information instead of editing. Form loads are faster because of the removal of the ribbon, navigation pane, web resources, and form scripting. However, you can still open the standard editable form if changes have to be made. The ability to default to using the Read Optimized Forms can be set at the Organization level, but is also controlled per user to meet individual needs. For more information about Read Optimized Forms, see "Customize Entity Forms in Microsoft Dynamics CRM"

Update Rollup 10 Build number:
5.0.9690.2730

Note:

Update Rollup 10 can be uninstalled, unlike Update Rollups 4-6 which could not be uninstalled.  However, you should always back up your databases and application servers before you install an Update Rollup.

Note:

Update Rollup 6 established a new servicing baseline. This will enable uninstalls of some future CRM 2011 Update Rollups, but this also means that Update Rollup 6 is prerequisite for installation of all future Microsoft CRM 2011 Update Rollups starting with Update Rollup 7.

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.  Best practice is to import databases or customizations between environments that are at the same Update Rollup level.

Note: As Update Rollup 10 is cumulative, containing all changes released in earlier Update Rollup releases, it also contains the Dynamics CRM Q4 Service Update features released via Update Rollup 5.  Some of these features include:

  • Outlook Client Updates:
    • Enhancements to the Reading Pane
    • Asynchronous promotion for tracked emails
  • Dialog Enhancements
  • Data Visualization Enhancements:
    • Chart Designer Enhancements
    • New Chart Types
  • Data Management Enhancements to:
    • Auditing
    • Duplicate Detection
  • Activity Feeds
    • Listening in on important activities in Social Media that take place around the people, accounts, contacts, leads or opportunities that you care about, including a Windows 7.5 phone application: "Business Hub"
    • Update Rollup 5 does not install Activity Feeds:

For more information about the Dynamics CRM Q4 2011 Service Update features, consult:

For more information about the Dynamics CRM Q4 2012 Service Update features, consult:

Packages are available for download via:

  • The Update Rollup 10 Microsoft Download Center page (on August 16th, 2012)
  • The Microsoft Update Catalog (on Sept. 11th, 2012)
  • The Microsoft Update detection / installation process (on Sept. 11th, 2012)
    • Note: Microsoft Dynamics CRM 2011 Updates will be pushed via Microsoft Update as Important updates
    • Client packages installed manually by downloading the packages and running install will require local administrator privileges. If the client packages are installed via Microsoft Update or SCCM (System Center Configuration Manager), they will not require local administrator privileges
    • Consider using Windows Server Update Services (WSUS) or similar software distribution technologies to distribute Dynamics CRM Update Rollups internally.  WSUS is a locally managed system that works with the public Microsoft Update website to give system administrators more control. By using Windows Server Update Services, administrators can manage the distribution of Microsoft hotfixes and updates released through Automatic Updates to computers in a corporate environment
    • For help with installation please see the Installation Information section of the Update Rollup 10 "master" Microsoft Knowledge Base article
    • Please review my teammate Shawn Dieken's superb (and recently updated) blog posting "How to install Microsoft Dynamics CRM 2011 without an Internet Connection" which provides details on how to set up an install on a machine without access to the Internet
    • Please review my former teammate Jon Strand's equally superb blog posting "CRM 2011: Silently Installing Update Rollups" which provides details on installing CRM Outlook client update rollups "silently" in order to limit end-user interruption

for these CRM components:

NOTE: As of Jan. 20th, 2012 these installation files have been updated to include CRM 2011 Update Rollup 6 (Build 05.00.9690.1992)

 Microsoft Dynamics CRM 2011 Update Rollup 10 Prerequisites:

  • Essentially the prerequisites listed in the Microsoft Dynamics CRM 2011 Implementation Guide download or online versions for the various CRM components serviced
  • You must have Microsoft Dynamics CRM 2011 Update Rollup 6 installed (build 5.0.9690.1992) to apply this Update Rollup

Note regarding Microsoft Dynamics CRM Stack Technology Compatibility:

Do you want to know if certain Service Packs or versions of a Microsoft product are supported with Dynamics CRM? Now we have all of this in one “living" Knowledge Base article: the Microsoft Dynamics CRM Compatibility List.  For example, you can use this KB article to determine the latest Microsoft SQL Server major version and Service Pack that is supported. Microsoft lists new products like Internet Explorer 10 and Microsoft Windows 8 as TBD until testing is complete; generally near General Availability (GA) of that product.

Issues resolved via Microsoft Dynamics CRM 2011 Update Rollups: 

Microsoft Dynamics CRM 2011 Update Rollup 10 is the tenth (or ninth, considering that Update Rollup 9 was not released publicly) of a series of cumulative Update Rollups that include fixes for the issues that are or will be documented in the "Master Knowledge Base Articles" for CRM 2011 Update Rollups.  As they are cumulative, Update Rollup 10 contains all fixes shipped via Update Rollups 1-10, including fixes that were never publicly released via Update Rollup 9.

Hotfixes and updates that were released as individual fixes before Update Rollup 10 release:

The following issues were fixed and delivered to requesting customers prior to Update Rollup 10 release as Critical On Demand (COD) fixes:

  • When you create mail merge templates on related entities, such as the Account, Lead, Contact, Opportunity and Case entities, current user fields that are selected additionally are not displayed
  • Assume that you register a Microsoft Dynamics CRM plug-in that works on the predefined state of an entity that can be deactivated. The plug-in may cancel the reactivation of certain records in certain situation. The plug-in cancels the record reactivation by displaying an exception error from the Execute method. However, after the exception error information is displayed, the end-user form and ribbon remain open and editable. In this situation, changes can be made and saved unexpectedly
  • Assume that you try to import a solution that converts unmanaged components to managed. If the managed solution contains entity maps, the solution import fails. Additionally, you receive an error message that resembles the following:
    • Found 1 dependency records where unmanaged component is the parent of a managed component. First record (dependentcomponentobjectid = 36fc8cb9-3b5e-e111-a9ca-00155d42da0e, type = AttributeMap, requiredcomponentobjectid = 908685b1-3b5e-e111-a9ca-00155d42da0e, type= EntityMap, solution = e70812bd-e237-4e3a-9517-546b77024319)
  • Assume that an email template is owned by a team. When a user who is assigned to the team browses to the Email Template lookup window, the email template is not visible
  • When you enable connections for certain entities, the relationships that enable the connections are not created. Therefore, the connections do not work for the entities. For the business unit entity, the connection does not work after you install Microsoft Dynamics CRM 2011 Update Rollup 4. For entities where connections are not enabled out of the box, and for entities that have relationships to the connections, the connections do not work
  • Assume that an Internet-facing deployment (IFD) is configured for Microsoft Dynamics CRM 2011. You sign out from a Dynamics CRM session. In this situation, when you try to click the most-recently used button from another Dynamics CRM session, a windows authentication dialog box is opened unexpectedly
  • Assume that you register a plug-in that may display an exception error. When you try to track an email message in Microsoft Office Outlook, Outlook crashes
  • Assume that a meeting request is tracked in Microsoft Dynamics CRM 2011. After you accept the meeting request, and then you perform a synchronization, the meeting request is untracked unexpectedly
  • When you receive a meeting request that is tracked in Microsoft Dynamics CRM by the organizer, the BusyStatus state is changed from Tentative to Busy even though the appointment is not accepted by the attendee
  • When you enable connections for an entity, you experience the following problems:
    • The IsConnectionsEnabled bit is set to true
    • Two relationships are created between the connection and the entity. The relationships point to the Record1Id and Record2Id fields of the Connection entity
  • You cannot disable the Track in CRM buttons and the Track in CRM shortcut menu entry unexpectedly. However, the Track in CRM buttons and shortcut menu entry should have a configurable option
  • When you try to import an updated managed solution, you receive the following error message:
    • 'new_caseviolationcode' entity doesn't contain attribute with Name = 'transactioncurrencyid'
    • This problem occurs when the managed solution will add the first currency attribute to a managed entity that is already owned by the solution publisher
  • When you specify a custom enable rule for a ribbon control that uses a Jscript type web resource, the Jscript library is not cached
  • When an email message in the rich text format is received in Microsoft Dynamics CRM through E-mail Router, the body of the email message is not processed correctly to show embedded images that are attached. When you see the body of the email message, the alternative text for an HTML image tag is displayed where the pictures should be
  • When you click a link on a Microsoft Dynamics CRM webpage for an organization, an incorrect webpage is displayed.
    This problem occurs when the link is for a website where the root path has the same name as the organization or the URL is for some other organization in the same CRM deployment