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It seems like an upgrade from 8.2 to 9.0 of Dynamics 365 will cause the following:
1. The field service solution upgrade to fail: Confirmed by Microsoft that this is a server side bug during the upgrade and they are working on it. It is not as simple as a hot fix and they will probably take a little time to sort this one out.
Solution: Awaiting DYN365 Technical Support response.
2. Some of the ribbon buttons might stop working (Important ones like Qualify, Add Product) - this is different for different instances.
3. Some entities will not create at all (unexpected errors) (I have seen the Quotes entity so far throwing this).
4. Some other issues reported by clients:
A. Field security broken on one field which was no longer listed under Field Security Profiles (& could not disable it either as it said I don't have sufficient premissions-> Sys Admin role)
B. Unable to open Documents from entities
C. ClientUtility not found script error in SalesHub
D. Customisation of any App generates error and can't edit it
A fresh install of V9.0 on the other hand can result in:
1. Unable to add workflow to the Order Line entity - so avoiding the use of the order line entity in your customisations is smart.
Solution (requires raising a ticket with Microsoft): Microsoft says that this has been fixed by an update, the fresh install of the Organisation version: 184.108.40.2065 and SG Version: 220.127.116.110 (Scale Group) are not the same. We assumed that the issue will be fixed in Org Version: 18.104.22.1689 so I raised a ticket with Microsoft to upgrade the Organisation version to match with the SG version. This should fix the problem above.
I am still looking for answers to the above. I saw some posts that are similar like this one https://community.dynamics.com/crm/f/117/t/270561 and I hope we can get a fix soon.
I am interested to find out if you had a resolution to this issue. I am on v8.2 and looking to upgrade to v9. We use Field Services, which is a worry given the experience you had had.
I am updating the post when I get a solution to each of the problems or when I find more issues. So I guess stay tuned? Lol
I wish I read your post a week ago
- Field Security broken (now fixed)
- Unable to open documents on document enabled entities
- Close Lost/Won buttons don't work on Opportunity
- few other minor ones
Tell me about it! It is so frustrating to have to wait for the tickets. There a few work arounds you can do (workflows or batch edit jobs) to solve the problems you have I guess? Good luck!
It's a shame -- the new interface is far superior to pre-9.0. We have a big client starting on 9.0 and things have been smooth so far (and we've been customizing it heavily). I do agree caution is warranted in upgrading from a previous version though.
Oh Yeah, Version 9.0 is the way, it is awesome. If you are starting fresh it is perfect. Many new ways to customise too, very cool. It's more the updates etc, especially if the customisations were done by an inexperienced developer/customised, everything just falls a part lol
I'm also very interested in finding out when there is a solution to this. I'm not exactly looked upon favorably after upgrading:(
Tell me about it. Find workarounds to get the work done for now and raise tickets and wait.
It is Microsoft's fault. Not yours!
I got my crm working. The problem appears to be a non-active plugin: Microsoft Dynamics Integration Adapters CRM2011.
1. Navigate to your customize solution
2. Navigate to SDK-something (I’m above Thailand as I write, so pardon inaccurate naming)
3. Activate filter
4. Search for “beginning with”: Microsoft.Dynamics. Integration
5. I find 13 results like: “Create of contact” and “Update of contact”
6. I deactivated “Create of contact” and published it. NOW I CAN CREATE CONTACTS!!!
7. Then I deactivated the 12 others and it works!!!
It works for me, but I have no idea if this works for you though. It was solved by Microsoft support in my case.
I plan to go ahead with this upgrade but the critical part for me is Service Activities. I built my own scheduling subsytem around workflows to schedule. It relies heavily on the Service Activities entity. Will this be available in V9 and removed in v10 or is it already removed in 9.
My thinking is I want to be able to build out a replacement using Field Services in V9 but clearly I don't want my existing system to break, so I'm hoping I can access both in V.9
What makes you think that Service Activities will be removed in version 10?
This shouldn't be affected by version 9.0. The universal scheduling should be good with the current version (9.0
2.54). What you should be worried about is Field Service. Do you currently have field service installed on your instance? If not, then an upgrade and a fresh install of Field Service should go just fine, if you do have Field service installed and you are sitting on version 6.0 for that, then an upgrade could cause you issues with the schedule board (current issue as of 12 May 2018 is not being able to load the schedule board after upgrade). Obviously this is not happening in every organisation instance, but we are aware of at least one organisation that has encountered this and it is still being resolved.
In other words, I would wait at least one or two weeks before upgrading. OR log a ticket and ask for a support instance yo create a full copy of your production, then perform the upgrade on that instance and do a thorough test (all buttons and core functionalities you use are working), then ask for the same to happen on your production once you verify it had succeeded in your test/support environment.
Good luck! Please let us know how you go and share your upgrades experience here to help the rest of us do smooth upgrades :-)
Hi UHS Logic,
No, I'm not currently using the Field Services addon. I read that Service Activities will be deprecated in V.9.
"Service Scheduling using the Service Activity is deprecated
Service Scheduling using the Service Activity should be replaced by Unified Resource Scheduling included with Dynamics 365 for Field Service."
From [ https://community.dynamics.com/crm/b/algrapsblog/archive/2018/01/18/what-s-being-deprecated-in-dynamics-365-version-9 ]
I guess it's only being deprecated so I shouldn't worry too much but I do want to transition away from something that's going to be broken in a few releases. I just want to know that the Service Activity entity will continue to work if and when I upgrade. It sounds like I will have no choice but to use Dynamics 365 for Field Service if I want Gannt charts in the future.
Edit: The Resource calendar and 'Service Activity' entities are my concern. I don't use scheduling per se. I use workflows that use the 'Service Activity' entity, party so I can get the Gantt chart in the Resource calendar.
I have another 2 to add to the list:
Issue 1 - no response from Support in 9 days!!! That's right 9 days after upgrading our production instance, and raising a ticket to support, I've still had no response. I can see the ticket in O365 Admin, but no response.
Issue 2 - response after 5 days.... Support are aware of the issue and they say the Product Team are aware. They also recommended I enter a suggestion in the ideas pages?! Errr.... I suggest the Product Team fixes it :). Support ticket closed. Back of the net! "Thank you for choosing Microsoft, we hope you have a good day". Grrrr.
We have been of for two weeks now because of these issues and customer support are very slow and i' am a Microsoft Partner !!!!!
any workaround to solve these issues.
the system are unusable at all.
Did you look at the NAV2011-connector AS described above?
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