Hopefully there will be more to come soon. Let me know if you have a specific Dynamics CRM topic you’d like me to address, and I just might make a video walkthrough based on it. Meanwhile, [...]]]> Here’s my brief video walkthrough of the Microsoft Dynamics CRM Sales Lifecycle, from initial e-mail to closing the sale.

Hopefully there will be more to come soon. Let me know if you have a specific Dynamics CRM topic you’d like me to address, and I just might make a video walkthrough based on it. Meanwhile, I’ll continue to practice on my demo voice.

Looking forward to your feedback!

I <3 CRM

There’s some buzz lately about Update Rollup 9 being available soon this Thursday, February the 11th.  No details yet on what it may bring, though, so I’ll be patient!  My bet is more bug fixes, nothing too monumental.  Time to plan for it [...]]]>

EDIT: Update Rollup 9 is now available at this download link.

I <3 CRM

There’s some buzz lately about Update Rollup 9 being available soon this Thursday, February the 11th.  No details yet on what it may bring, though, so I’ll be patient!  My bet is more bug fixes, nothing too monumental.  Time to plan for it nonetheless. 

As you may already know, Update Rollup 7 was the last major update for Microsoft Dynamics CRM. It brought significant changes to Dynamics CRM 4.0 and the CRM Outlook Client. In addition, it can be considered the “gold standard” for a new CRM deployment going forward.

Make sure all your CRM deployments are at the very least up to speed with Update Rollup 7 for two very good reasons: better performance, and compatibility with future updates.

For a full list of current Update Rollups for Microsoft Dynamics CRM click here: http://support.microsoft.com/kb/949256

First off, I apologize for not keeping this blog regularly updated.  Balancing projects and the holiday season tends to make one procrastinate. 

After a quick scan of the list of fixes, it appears this release only adds stability improvements on top of what was Update Rollup 7′s big changes.  Update [...]]]>

Should you update? "Signs point to yes"

First off, I apologize for not keeping this blog regularly updated.  Balancing projects and the holiday season tends to make one procrastinate. 

After a quick scan of the list of fixes, it appears this release only adds stability improvements on top of what was Update Rollup 7′s big changes.  Update Rollup 7 is not a pre-requisite.  You can install UR8 on any server deployment of CRM 4.0 because it’s a cumulative update.  Easy!  However, you should make sure to to review the import and export customization file notes.

EDIT: The Outlook Client and Data Migration Manager both require Update Rollup 7 to be installed beforehand.

Happy holidays!

According to this Gartner press release, the worldwide market for CRM solutions has grown 12.5% since last year in 2007.  Looks like there’s now solid evidence businesses are catching on to the benefits of a CRM solution… or even better, xRM.

But one of the highlights of this story [...]]]>

The Wayans bros. were the first CRM Consultants

According to this Gartner press release, the worldwide market for CRM solutions has grown 12.5% since last year in 2007.  Looks like there’s now solid evidence businesses are catching on to the benefits of a CRM solution… or even better, xRM.

But one of the highlights of this story is that Microsoft Dynamics CRM revenue grew 75% last year.  Much of the success was attributed to the trend in SaaS, with the likes of Microsoft CRM Online and Salesforce.com.

Software as a Service (SaaS) continued to drive the market forward, representing nearly 20 percent of total CRM software market revenue in 2008, up from just over 15 percent in 2007. Interest in social networking and social software also escalated in 2008 as businesses were confronted with the sales, marketing, and serviceability impact of increasing consumer participation in online forums.

SAP continued to be the market leader accounting for 22.5 percent of worldwide CRM software revenue in 2008 (see Table 1), but this is down from a 25.5 percent share in 2007. Microsoft experienced the strongest growth rate among the top 5 vendors, as its revenue increased 75 percent in 2008.

I’ve been busy on a couple projects lately, so I’m predicting there will only be more in the near future!  Let me know if you’ve personally seen more CRM business too.

¡Socorro!

The other new international discussion groups will be excellent support resources for [...]]]> There are new discussion group resources available in your quest for answers regarding Microsoft Dynamics CRM, most notably a CRM Online forum.  Engage with the MVP Experts and discover a solution to that one support or development issue that’s been gnawing at your patience all week.

¡Socorro!

The other new international discussion groups will be excellent support resources for our Spanish, Italian, German, Russian and Chinese brethren.

See all Dynamics CRM discussion group links below, and be sure to bookmark the ones you’ll need!

Link to all Dynamics discussion groups, including Dynamics GP:
http://social.microsoft.com/Forums/en-US/category/dynamics/

CRM
Forum for discussions with Microsoft CRM experts, MVPs, and Partners.

CRM Deployment
Forum for discussing Microsoft CRM deployment questions.

CRM Development
Forum for discussing customization, add-ins, and integration with Microsoft CRM.
 
CRM Online
Forum for discussing Microsoft Dynamics CRM Online specific questions.

CRM Chinese
CRM community space for an international audience, these new forums will be monitored by the CRM MVP team.

CRM Italian
CRM community space for an international audience, these new forums will be monitored by the CRM MVP team.

CRM Spanish
CRM community space for an international audience, these new forums will be monitored by the CRM MVP team.

Microsoft Dynamics AX/NAV/CRM
Microsoft Dynamics AX, NAV and CRM Russian Discussion Group.

Microsoft Dynamics CRM (German)
Mit Microsoft Dynamics CRM optimieren Sie all Ihre kundenorientierten Geschäftsprozesse. Diskutieren Sie mit anderen Anwendern oder stellen Sie ihre Frage rund um die Installation, Anpassung und Entwicklung von Microsoft Dynamics CRM.

The binaries and full fix information are available at the links [...]]]> Wow, those Microsoft Dynamics cats have been busy.  The Update Rollup 2 for Microsoft CRM 4.0 was released! Take a look at the list of fixes included in this update package because it addresses many issues on the CRM Server as well as CRM Outlook clients.

The binaries and full fix information are available at the links below.

• KB Article Summary: Update Rollup 2 for Microsoft Dynamics CRM 4.0 (KB 959419) [Microsoft.com]
• Download Link: Update Rollup 2 for Microsoft Dynamics CRM 4.0 (KB 959419) [Microsoft.com]

Some things to note:

• The Update Rollup 2 is a cumulative fix from Update Rollup 1.  No need to hold onto Update Rollup 1 files anymore, unless you’re oddly nostalgic.
• Be careful with importing and exporting customizations to or from CRM systems that have different Update Rollup versions.
• Some fixes need to be configured manually.

The Dynamics CRM Team Blog comments on a future Update Rollup schedule:

The CRM SE team is planning to release Update Rollups on 8-week cycles; therefore, Update Rollup 3 is scheduled for mid-March. While quality is the focus of every release, we are also trying to be predictable in our release schedule so that our customers can schedule deployments of our Update Rollups with confidence. In November, when we released Update Rollup 1, we set the date of Update Rollup 2 to January 15^th and we met this timeframe. We will do our best to establish a release rhythm that our customers can come to depend on.

The full list of fixes from the KB Article after the jump (it is looong!).

This update rollup fixes the following issues:
946745 (http://support.microsoft.com/kb/946745/ ) You cannot import the customization for an entity to a new system in Microsoft Dynamics CRM
947762 (http://support.microsoft.com/kb/947762/ ) A workflow that is defined to be triggered on a “Record attribute change” condition may be unexpectedly triggered even though the monitored attribute is not changed in Microsoft Dynamics CRM 4.0
948987 (http://support.microsoft.com/kb/948987/ ) Error message when you import data into Microsoft Dynamics CRM 4.0 by using the Data Import Wizard or start a new data migration by using Data Migration Manager: “Mismatched data delimiter: only one delimiter was found”
949069 (http://support.microsoft.com/kb/949069/ ) Multi-lookup attributes are disabled in some forms after you import some customizations in Microsoft Dynamics CRM 4.0
949202 (http://support.microsoft.com/kb/949202/ ) Error message when you click a section of a chart to view some data tables in Microsoft Dynamics CRM 4.0: “The processing of FilterExpression for table ‘Table0′ cannot be performed”
949652 (http://support.microsoft.com/kb/949652/ ) Error message when you try to import a CSV file into Microsoft Dynamics CRM 4.0: “The source data is not in the required format”
949844 (http://support.microsoft.com/kb/949844/ ) The Async service stops unexpectedly or you cannot start the Async service after you import an organization from another Microsoft Dynamics CRM 4.0 deployment
950207 (http://support.microsoft.com/kb/950207/ ) Error message when you try to open a campaign activity in Microsoft Dynamics CRM 4.0: “Exception of type ‘System.Web.HttpUnhandledException’ was thrown”
950266 (http://support.microsoft.com/kb/950266/ ) You are looped in the sign-in page when you try to run the Data Migration Manager Wizard in Microsoft Dynamics CRM 4.0
950307 (http://support.microsoft.com/kb/950307/ ) The go offline process does not download a user record to the local MSDE database in Microsoft Dynamics CRM 4.0
950372 (http://support.microsoft.com/kb/950372/ ) You are prompted to enter your user name and password multiple times when you start Outlook, or when you click a Microsoft Dynamics CRM folder in Outlook, on a Windows Vista-based computer
951432 (http://support.microsoft.com/kb/951432/ ) You cannot go online again in the Microsoft Dynamics CRM 4.0 client for Outlook with Offline Access if you switch to a different network connection while you are offline
951909 (http://support.microsoft.com/kb/951909/ ) Error message when you try to import a customization to another Microsoft Dynamics CRM 4.0 server: “Invalid name prefix”
952148 (http://support.microsoft.com/kb/952148/ ) Error message the first time that you try to go online after you upgrade the Microsoft Dynamics CRM 3.0 client for Outlook to the Microsoft Dynamics CRM 4.0 client for Outlook with Offline Access: “An unidentified error occurred”
952322 (http://support.microsoft.com/kb/952322/ ) A workflow rule does not work as expected when you perform the workflow rule in Microsoft Dynamics CRM 4.0
952599 (http://support.microsoft.com/kb/952599/ ) The label of the address field may be incorrect after you publish the customization of the Contact entity and the Account entity in Microsoft Dynamics CRM 4.0
952658 (http://support.microsoft.com/kb/952658/ ) You cannot find a Knowledge Base article when you search for this article in the Microsoft Dynamics CRM 4.0 client for Outlook
952680 (http://support.microsoft.com/kb/952680/ ) Error message when you try to add a contract line to a contract in Microsoft Dynamics CRM 4.0: “The requested record was not found or you do not have sufficient permissions to view it”
952852 (http://support.microsoft.com/kb/952852/ ) The returned count is incorrect when you run a FetchXML query from the Microsoft Dynamics CRM 4.0 Software Development Kit
952855 (http://support.microsoft.com/kb/952855/ ) A user who has the Administrative mode client access license can access custom entities unexpectedly in Microsoft Dynamics CRM 4.0
953033 (http://support.microsoft.com/kb/953033/ ) Error message when you try to import data that involves a picklist attribute in Microsoft Dynamics CRM 4.0: “Transform parse data”
953489 (http://support.microsoft.com/kb/953489/ ) No records are displayed when you perform a mail merge against the “All Records On Current Page” option or against the “All Records On All Pages” option in Microsoft Dynamics CRM 4.0
953586 (http://support.microsoft.com/kb/953586/ ) Error message when you try to start the Async service in Microsoft Dynamics CRM 4.0: “Exception while starting async service: MSCRMAsyncService”
953764 (http://support.microsoft.com/kb/953764/ ) The “Parent Downloaded” filter on a Custom entity does not work as expected in Microsoft Dynamics CRM 4.0
953887 (http://support.microsoft.com/kb/953887/ ) Error message when you try to edit some properties of an imported workflow in Microsoft Dynamics CRM 4.0: “Record is unavailable”
953999 (http://support.microsoft.com/kb/953999/ ) Microsoft Dynamics CRM 4.0 does not return the results if you try to export the results to an Excel worksheet after you use the Next X Days condition in the Advance Find query
954227 (http://support.microsoft.com/kb/954227/ ) Error message when you run the Duplicate Detect function on data records in Microsoft Dynamics CRM 4.0: “Object required”
954313 (http://support.microsoft.com/kb/954313/ ) Error message when you try to log on to the Microsoft Dynamics CRM Web site from the Microsoft Dynamics CRM 4.0 server: “Request IP Address has different address family from network address”
954322 (http://support.microsoft.com/kb/954322/ ) Error message when you import some customizations to an upgraded installation of Microsoft Dynamics CRM 4.0: “Either the file could not be uploaded or Import failed”
954433 (http://support.microsoft.com/kb/954433/ ) You receive an error message or you cannot select the lookup value in the Advanced Find page in Microsoft Dynamics CRM 4.0
954592 (http://support.microsoft.com/kb/954592/ ) Any mappings between the Lookup property of a custom entity and the Customer property of a quote use an incorrect object type code after you create a relationship in Microsoft Dynamics CRM 4.0
954640 (http://support.microsoft.com/kb/954640/ ) A folder that does not have a name appears in the Parent field when you open the Address form in Microsoft Dynamics CRM 4.0
954682 (http://support.microsoft.com/kb/954682/ ) The tab sequence is not in the expected order if tabs contain large sections that include multi-row fields in Microsoft Dynamics CRM 4.0
954929 (http://support.microsoft.com/kb/954929/ ) Performance is poor when you change a user from one business unit to another in Deployment Manager in Microsoft Dynamics CRM 4.0
954940 (http://support.microsoft.com/kb/954940/ ) Error message when you try to delete a custom entity record in Microsoft Dynamics CRM 4.0: “An error has occurred, please contact your administrator”
955006 (http://support.microsoft.com/kb/955006/ ) You cannot add a user from a parent domain to Microsoft Dynamics CRM 4.0
955051 (http://support.microsoft.com/kb/955051/ ) Not all the required attributes are selected and displayed correctly when you define a new Data Map that targets the Contract entity in Microsoft Dynamics CRM 4.0
955055 (http://support.microsoft.com/kb/955055/ ) Error message when you open a Mail Merge document in Microsoft Dynamics CRM 4.0: “Mail_Merge_[Number][1] is a mail merge main document. Word cannot find its data source”
955058 (http://support.microsoft.com/kb/955058/ ) Performance is slow when you perform some configuration changes in Microsoft Dynamics CRM 4.0
955061 (http://support.microsoft.com/kb/955061/ ) Error message when you use a Presend Callout event to retrieve the regarding object of an e-mail message in the Microsoft Dynamics CRM 4.0 client for Outlook: “Send() failed, HR = 80045f00″
955064 (http://support.microsoft.com/kb/955064/ ) You cannot view created activities in the Campaign Activity form in the Microsoft Dynamics CRM 4.0 Web client
955206 (http://support.microsoft.com/kb/955206/ ) A report snapshot is not created when you try to schedule a report in Microsoft Dynamics CRM 4.0
955233 (http://support.microsoft.com/kb/955233/ ) You receive an error message when you save a security role in Microsoft Dynamics CRM 4.0
955253 (http://support.microsoft.com/kb/955253/ ) Error message when you try to add attendees into an existing appointment in Microsoft Dynamics CRM 4.0: “You do not have enough privileges to access the Microsoft Dynamics CRM object or perform the requested operation”
955418 (http://support.microsoft.com/kb/955418/ ) You cannot delete a note by using a user for which a role has no the Print permission in Microsoft Dynamics CRM 4.0
955422 (http://support.microsoft.com/kb/955422/ ) Error message when you try to reopen a closed opportunity in Microsoft Dynamics CRM 4.0: “1 is not a valid status code on opportunity”
955423 (http://support.microsoft.com/kb/955423/ ) Error message when you merge two accounts that are added to an inactive marketing list in Microsoft Dynamics CRM 4.0: “The merge is cancelled, contact your systems administrator and try again”
955469 (http://support.microsoft.com/kb/955469/ ) You receive an error message when you try to assign an instance of an entity to another user in the Microsoft Dynamics CRM Web client or in the Microsoft Dynamics CRM 4.0 client for Outlook
955482 (http://support.microsoft.com/kb/955482/ ) The “actualstart” attribute and the “actualend” attribute of the ActivityPointer entity are unexpectedly set to “Date Only” in Microsoft Dynamics CRM 4.0
955487 (http://support.microsoft.com/kb/955487/ ) The line feeds are lost when you send an e-mail message by using the mail merge template in Microsoft Dynamics CRM 4.0
955574 (http://support.microsoft.com/kb/955574/ ) Error message when you perform a mail merge in Microsoft Dynamics CRM 4.0: “Error 0×80041103 ‘Contact’ entity doesn’t contain attribute with Name = ””
955685 (http://support.microsoft.com/kb/955685/ ) A user who has the Assign Role privilege in a child business unit can unexpectedly assign the System Administrator role in Microsoft Dynamics CRM 4.0
955750 (http://support.microsoft.com/kb/955750/ ) You can unexpectedly create a service appointment even if you do not have the privileges of the Service entity in Microsoft Dynamics CRM 4.0
955833 (http://support.microsoft.com/kb/955833/ ) Error message when you try to change a logon user account in the Specify Security Account page in Microsoft Dynamics CRM 4.0: “The Microsoft CRM services account is not valid”
955977 (http://support.microsoft.com/kb/955977/ ) You cannot open a custom entity record while you are offline even if you have permission to open the record in the Microsoft Dynamics CRM 4.0 client for Microsoft Office Outlook
955981 (http://support.microsoft.com/kb/955981/ ) Error message when you try to open a custom view in a service calendar in Microsoft Dynamics CRM 4.0: “savedquery With Id = 407a955c-6053-dd11-858a-000bdbda0c1e Does Not Exist”
956045 (http://support.microsoft.com/kb/956045/ ) Only the short date format is displayed in the “Created On” and “Last Modified On” fields in the “Properties Web page” dialog box of a record in Microsoft Dynamics CRM 4.0
956079 (http://support.microsoft.com/kb/956079/ ) Only records that were changed in the past 30 days are displayed for the related record type when you create a report by using the Report Wizard in Microsoft Dynamics CRM 4.0
956112 (http://support.microsoft.com/kb/956112/ ) Error messages in the Application log on the Microsoft Dynamics CRM server after you delete a quick campaign: “Deletion Service failed to clean up table=[Table_Name]”
956127 (http://support.microsoft.com/kb/956127/ ) Some Outlook Synchronization entity attributes are missing in an exported customizations file from Microsoft Dynamics CRM 4.0
956151 (http://support.microsoft.com/kb/956151/ ) Error message in the Service Calendar in Microsoft Dynamics CRM 4.0: “Query Builder Error”
956237 (http://support.microsoft.com/kb/956237/ ) The workflow remains in a waiting state after you create a workflow rule to update the status of an opportunity in Microsoft Dynamics CRM 4.0
956257 (http://support.microsoft.com/kb/956257/ ) The fiscal year start date is incorrect in Microsoft Dynamics CRM 4.0 if you are in a time zone of GMT+12 or GMT+13
956282 (http://support.microsoft.com/kb/956282/ ) Error message when you use the Microsoft Dynamics CRM 4.0 SDK to develop a Custom Workflow Activity assembly: “The Key cannot be NULL”
956283 (http://support.microsoft.com/kb/956283/ ) Error message when you try to edit a weekly working schedule for a user or for equipment in Microsoft Dynamics CRM 4.0: “An error has occurred and you should contact your administrator”
956370 (http://support.microsoft.com/kb/956370/ ) The date in the Start Date field in a contract line is incorrect after you perform the Renew Contract action in Microsoft Dynamics CRM 4.0
956445 (http://support.microsoft.com/kb/956445/ ) A record remains in the Microsoft Dynamics CRM database after you delete the record in the Microsoft Dynamics CRM 4.0 Web client
956521 (http://support.microsoft.com/kb/956521/ ) Changes are not reflected if you reschedule a service activity by using the “Reschedule” button in Microsoft Dynamics CRM 4.0
956537 (http://support.microsoft.com/kb/956537/ ) The attachment that is included in a mail merge template is lost during the customization import process in Microsoft Dynamics CRM 4.0
956751 (http://support.microsoft.com/kb/956751/ ) A workflow is triggered two times even though you set the corresponding workflow rule to run only when the activity status is Completed in Microsoft Dynamics CRM 4.0
956771 (http://support.microsoft.com/kb/956771/ ) A mail merge template is unexpectedly associated with an incorrect custom entity after you export the template into a new environment in Microsoft Dynamics CRM 4.0
956852 (http://support.microsoft.com/kb/956852/ ) Error message when you run a report that uses the “StoredProcedure” command type in the Microsoft Dynamics CRM Connector for SQL Server Reporting Services: “Query execution failed for data set ‘Test_MSCRM’”
956859 (http://support.microsoft.com/kb/956859/ ) The Microsoft Dynamics CRM toolbar is disabled in Outlook after you lose the network connection for less than one minute
957031 (http://support.microsoft.com/kb/957031/ ) Error message when you try to start Microsoft Dynamics CRM 4.0 after you upgrade the operating system to Windows Server 2008: “The requested Performance Counter is not a custom counter, it has to be initialized as ReadOnly”
957057 (http://support.microsoft.com/kb/957057/ ) You cannot set the Delete behavior to “Remove Link” or to “Restrict” for a custom relationship between two custom entities in Microsoft Dynamics CRM 4.0
957086 (http://support.microsoft.com/kb/957086/ ) Error message when you try to change an organizer of an appointment in Microsoft Dynamics CRM 4.0: “You cannot unshare this record. The owner of the selected record is the only one allowed to move others from the share”
957225 (http://support.microsoft.com/kb/957225/ ) Microsoft Dynamics CRM 4.0 unexpectedly triggers a workflow rule when you send a quick campaign e-mail activity
957270 (http://support.microsoft.com/kb/957270/ ) You can unexpectedly promote an appointment that has no specified subject even though the Subject attribute of the Appointment entity is set to Business Required in Microsoft Dynamics CRM 4.0
957299 (http://support.microsoft.com/kb/957299/ ) You receive an error message when you click Set Properties on a Send E-mail step in Microsoft Dynamics CRM 4.0 Workflow Designer
957305 (http://support.microsoft.com/kb/957305/ ) An unexpected error message occurs when you add products to the quotes, orders, or invoices that are created from an opportunity in Microsoft Dynamics CRM 4.0
957318 (http://support.microsoft.com/kb/957318/ ) In the Service Calendar in Microsoft Dynamics CRM 4.0, you can view records for the users and for the equipment that you do not have access to through your security role
957377 (http://support.microsoft.com/kb/957377/ ) Localized views contain an invalid layoutXML element after you upgrade the Norwegian version of Microsoft Dynamics CRM 3.0 to the Norwegian version of Microsoft Dynamics CRM 4.0
957380 (http://support.microsoft.com/kb/957380/ ) You cannot set the statuscode attribute by using the CompoundCreate process before you create the invoice in Microsoft Dynamics CRM 4.0
957406 (http://support.microsoft.com/kb/957406/ ) Error message when you try to create an appointment by using the Contact form in Microsoft Dynamics CRM 4.0: “At least one recipient does not have an e-mail address or is marked as “Do Not Allow” e-mail”
957421 (http://support.microsoft.com/kb/957421/ ) Outlook may crash when you synchronize Outlook with the Microsoft Dynamics CRM 4.0 client for Outlook
957589 (http://support.microsoft.com/kb/957589/ ) Error message when you try to edit some columns of the workflow entity views by using the Advanced Find feature in Microsoft Dynamics CRM 4.0: “Microsoft Dynamics CRM has encountered an error”
957704 (http://support.microsoft.com/kb/957704/ ) No users are found when you search for some system users by using their last names from a relationship in Microsoft Dynamics CRM 4.0
957788 (http://support.microsoft.com/kb/957788/ ) Error message when you try to open an activity that is based on an ActivityPointer entity in a custom report in Microsoft Dynamics CRM 4.0: “4200 is not a recognized Object type”
957919 (http://support.microsoft.com/kb/957919/ ) You receive the incorrect error message when you create the same invoice again in Microsoft Dynamics CRM 4.0
957920 (http://support.microsoft.com/kb/957920/ ) No e-mail message is sent after you complete the Create Quick Campaign Wizard in Microsoft Dynamics CRM 4.0
957960 (http://support.microsoft.com/kb/957960/ ) You cannot go online after you send an e-mail message to another user in Microsoft Dynamics CRM 4.0 client for Microsoft Office Outlook
957970 (http://support.microsoft.com/kb/957970/ ) Tabs may disappear when you click between the tabs of some entity forms in Microsoft Dynamics CRM 4.0 and the desktop
957975 (http://support.microsoft.com/kb/957975/ ) Microsoft Dynamics CRM 4.0 processes a decimal value incorrectly when you run a workflow
958003 (http://support.microsoft.com/kb/958003/ ) Error message when you publish an imported workflow in Microsoft Dynamics CRM 4.0: “Automatic workflow cannot be published if no activation parameters have been specified”
958031 (http://support.microsoft.com/kb/958031/ ) Error message when you go online in the Microsoft Dynamics CRM 4.0 client for Outlook over a low-bandwidth network or a high-latency network: “An unknown error has occurred”
958072 (http://support.microsoft.com/kb/958072/ ) You cannot use some user queries that run against contacts, leads, or accounts after you upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0
958181 (http://support.microsoft.com/kb/958181/ ) Error message when you import an organization in Microsoft Dynamics CRM 4.0: “The type or namespace name ‘InvokeDotNetAssembly’ does not exist in the namespace ‘Microsoft.Crm.Workflow’”
958256 (http://support.microsoft.com/kb/958256/ ) The Parent Customer field is not populated on the contact record after you convert a lead to an account record and to a contact record in Microsoft Dynamics CRM 4.0
958280 (http://support.microsoft.com/kb/958280/ ) Error message when you try to save a recurring weekly schedule in Microsoft Dynamics CRM 4.0: “Value was either too large or too small for an Int32″
958287 (http://support.microsoft.com/kb/958287/ ) Error message when you view an activity form in Microsoft Dynamics CRM 4.0: “Exception of type ‘System.Web.HttpUnhandledException’ was thrown”
958363 (http://support.microsoft.com/kb/958363/ ) You cannot upgrade some saved queries from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0
958487 (http://support.microsoft.com/kb/958487/ ) Error message when the administrator bulk reassigns records from one user to another user in Microsoft Dynamics CRM 4.0: “Only published workflows and workflow templates can be unpublished”
958563 (http://support.microsoft.com/kb/958563/ ) The contents of the body of an e-mail message are not displayed when you view the properties for a step that refers to an e-mail message in a workflow in Microsoft Dynamics CRM 4.0
958791 (http://support.microsoft.com/kb/958791/ ) Error message when you try to add a user from a trusted domain to Microsoft Dynamics CRM 4.0: “An error has occurred”
958836 (http://support.microsoft.com/kb/958836/ ) Error message when you run a custom report in Microsoft Dynamics CRM 4.0: “An error has occurred”
958902 (http://support.microsoft.com/kb/958902/ ) The tabs are truncated or invisible when you add notes to an entity form in Microsoft Dynamics CRM 4.0
959208 (http://support.microsoft.com/kb/959208/ ) The duplicate detection job does not detect all duplicates in Microsoft Dynamics CRM 4.0
959226 (http://support.microsoft.com/kb/959226/ ) Error message when you import an organization into Microsoft Dynamics CRM 4.0: “Changing the report parameters or data sources to the values you specified is not allowed”
959248 (http://support.microsoft.com/kb/959248/ ) Microsoft Dynamics CRM 4.0 slows to unacceptable levels when you process e-mail messages by using the Microsoft Dynamics CRM E-mail Router
959394 (http://support.microsoft.com/kb/959394/ ) An incorrect record is opened when you double-click a record in Microsoft Dynamics CRM 4.0
959572 (http://support.microsoft.com/kb/959572/ ) The “Source Campaign” field on an opportunity is not populated when you convert a campaign response in Microsoft Dynamics CRM 4.0
960249 (http://support.microsoft.com/kb/960249/ ) Error message when you try to run the Data Import function to import some data in the Traditional Chinese (CHT) version of Microsoft Dynamics CRM 4.0: “CrmSoapExtension detected non-CrmException”
960286 (http://support.microsoft.com/kb/960286/ ) A new update is available for the time zone and daylight saving time changes in Microsoft Dynamics CRM 4.0 and in the Microsoft Dynamics CRM 4.0 client for Microsoft Office Outlook
This update rollup fixes the following issues that were not previously documented in a Microsoft Knowledge Base article:
If you add users from an Outgoing forest trusted domain, you receive the following error message:
AuthenticationException: Logon failure: unknown user name or bad password.
If BulkDeleteIndependent_ tables are created and if the dbo user account is not the owner of these tables, the database size increases.
If you enter custom attributes by using the Mail Merge process, the activities that are created by the Mail Merge process may lose the values for the custom attributes.
When you synchronize Microsoft Office Outlook with Microsoft Dynamics CRM 4.0, the attendee response tracking of an Outlook appointment is broken. This issue occurs in Microsoft Office Outlook 2003 and in Microsoft Office Outlook 2007.
After you apply update 959209, you cannot publish XAML workflows. For more information about update 959209, click the following article number to view the article in the Microsoft Knowledge Base:
959209 (http://support.microsoft.com/kb/959209/ ) An update for the .NET Framework 3.5 Service Pack 1 is available
When you use impersonation in an Internet-Facing Deployment (IFD) environment, you receive the following error message:
0×80040204 Invalid user auth.
When you try to import a Data Map of the Customer Relationship type, you receive the following error message:
Unmapped required columns: 1
When you run a report as a user who is disabled in another organization, you receive the following error message:
Error Number: 0×80040225
Error Message: The specified user is either disabled or is not a member of any business unit.
When you go offline in the German version of the Microsoft Dynamics CRM client for Outlook, you receive the following error message:
0×80044150
Generic SQL error
Notification tables do not have useful indexes that can improve performance.
The related entity data is not returned when you perform an Advanced Find query for Activity entities. Examples of Activity entities are as follows:
The Appointment entity
The E-Mail entity
The Fax entity
The Phone call entity
Reports that use the FilteredActivityPointer view return incorrect statuscode values.
Serializable connections are not reset to the Read Committed isolation level. Therefore, when a transaction is committed, you may encounter locks in Microsoft SQL Server.
When you click Set Properties in a workflow on a custom workflow activity, static text is deleted.
Microsoft Dynamics CRM 4.0 cannot load custom pages that reference assemblies. This issue occurs if the assemblies are deployed to the following folder:
<crmwebroot>\ISV\<app>\bin
When you edit the IF condition in a workflow in the Brazilian version of Microsoft Dynamics CRM 4.0, the date format is changed from dd/mm/yyyy to mm/dd/yyyy. This issue occurs if you open the IF condition.
When you run a saved query from a grid and then you click Mail Merge, the data that is included in the data source is not filtered based on the filters for the saved query.
You cannot register a plug-in on the Create message for the CustomerOpportunityRole entity.
Hotfixes and updates that you have to enable or configure manually
Update Rollup 2 for Microsoft Dynamics CRM 4.0 contains the following hotfixes and updates that you have to enable or configure manually. To enable or configure these hotfixes on the server that is running Microsoft CRM 4.0, follow the instructions in the following Microsoft Knowledge Base articles:
955138 (http://support.microsoft.com/kb/955138/ ) You experience slow performance or timeouts when you try to access some views in Microsoft Dynamics CRM 4.0
955452 (http://support.microsoft.com/kb/955452/ ) Line feeds are not used when you send an e-mail message that uses an e-mail template to render data that has line feeds in Microsoft Dynamics CRM 4.0
955745 (http://support.microsoft.com/kb/955745/ ) Error message when you try to configure the Microsoft Dynamics CRM 4.0 client for Outlook: “This implementation is not part of the Windows Platform FIPS validated cryptographic algorithms”
956527 (http://support.microsoft.com/kb/956527/ ) The Microsoft Dynamics CRM client for Outlook consumes three times as much memory in version 4.0 as in version 3.0