It seems like an upgrade from 8.2 to 9.0 of Dynamics 365 will cause the following:
1. [SOLVED] The field service solution upgrade will fail causing major failures in many core functionalities.
Solution: MS Support runs mitigation scripts on your instance DB to resolve this issue.
2. [SOLVED] Some of the ribbon buttons might stop working (Important ones like Qualify, Add Product) - this is different for different instances.
Solution: This appeared to be a version 9.0 bug with earlier releases and the current releases seem to report no issues. We hope this continues to be the case moving forward. A move from 8.2 to 9.0 should no longer cause this failure.
3. Some entities will not create at all (unexpected errors) (I have seen the Quotes entity so far throwing this).
Solution: Still not sure if this is something that will happen or not when you upgrade, some instances report this and some don't.
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. [SOLVED] Unable to open Documents from entities. Solution: Again this was a bug in earlier releases and has been mitigated. Reply if you are still facing this, I've seen it solved for a few instances.
C. ClientUtility not found script error in SalesHub
D. Customisation of any App generates error and can't edit it
Reported by members
5. At least one of our custom entities can't be created via a subgrid. Creating the child entity first and then setting the parent lookup works OK, but when using the new button on a subgrid or associated view results in an error "Invalid Argument: System.ArgumentNullException: Value cannot be null." This is thrown by an internal CRM method: Microsoft.Crm.Metadata.ServerDynamicMetadataCache.TryGetEntity(String entityName, NameMappingType mapping) The parameter entityName is the one that is null. Before anyone asks, there are no custom plugins or workflows in play. This worked fine in V8.2 and was broken as soon as the v9 upgrade was completed.
Update: 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.
6. Organization Insights - interactive dashboard is broken in V9. For us the whole dashboard failed to load (spinning icon). After uninstalling and re-installing the Org Insights solution the dashboard loads, but the calendar controls are broken, so you can't filter anything by date range.
Update: 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.
A fresh install of V9.0 on the other hand can result in:
1. [SOLVED] 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: 9.0.1.425 and SG Version: 9.0.1.510 (Scale Group) are not the same. We assumed that the issue will be fixed in Org Version: 9.0.1.459 so I raised a ticket with Microsoft to upgrade the Organisation version to match with the SG version. This should fix the problem above.
Please contribute to this list or correct it if you have information on the latest upgrade issues. Some of the members here reported some of the issues above as well, so I will keep an eye on what they say. Do ask general questions here about upgrades.
