Microsoft Dynamics CRM 2011 Update Rollup 12 (Polaris)

Separate articles about MS CRM RollUp 12

1) News #3

2) News # 4 –  http://bit.ly/10BT6TH – a lot of links (http://slowxrm.blogspot.fr/2013/01/weekly-news-4-microsoft-dynamics-crm.html)

Weekly News #5: Microsoft Dynamics CRM 2011 UR12 (Polaris) – A very long story …

3) New SDK for this Rollup – Microsoft Dynamics CRM 2011 SDK v5.0.13

4)Videos:

–  Microsoft Dynamics CRM December 2012 Service Update User Interface New Features Form Infrastructure

5) Using ExecuteMultipleRequest with CRM 2011 New feature of Rollup 12

6) Is support for custom workflow activities in CRM online RU12? (Linkedin article)

CRM Solutions with MS Dynamics mubashersharif.blogspot.com

As we all know with the release of rollup 12 we can develop custom workflow activity for CRM 2011 online too.

7) Short description in MS

8) Microsoft Dynamics CRM December 2012 update rollup 12 – Polaris – short review in blog

9) Microsoft Dynamics CRM Service Update Overview http://www.youtube.com/watch?v=cMznuLCpDqw
Microsoft Dynamics CRM December 2012 Update: Release Preview Guide

10) How to Enable the new process driven forms in Microsoft Dynamics CRM 2011. (“How to Customize CRM 2011 after UR12)

11) issues:

Nick Doelman • This was deployed to CRM online clients last week. This was NOT a smooth transition.
If you have existing Javascript, it needs to be checked, as some of it breaks even on IE. There are tools that can help identify the issues but some of issues will not be clear until you actually see them in action on RU12.
Some ISV products are not yet compatible.
There are some other quirks around notes that might affect usability depending on how you use them.
Leads *must* have the currency field or the qualify will not work.
I am holding off on my on-prem or hosted clients for a while and doing some damage control on my online customers.
This is a rollup that needs to be tested on a duplicate dev environment first before apply to a production. I am excited about some of the new features, but this is not a typical apply the rollup and all is well, there needs to be some planning involved.

12) Important Information for Administrators

list of some trending issues that customers and partners have been encountering

13) Script Errors After the December 2012 Service Update

14) The server components of UR12 were pulled. See https://community.dynamics.com/product/crm/crmnontechnical/b/crmconnection/archive/2013/01/15/update-on-microsoft-dynamics-crm-2011-update-rollup-12-release.aspx

15) Pre-news

While you anxiously await all of the latest and greatest in this update rollup, be sure to check out the
pre-release KBA and be the most prepared among your peers! You know you’re excited about that additional browser compatibility. Admit it.KBA here

Download link – Update Rollup 12 for Microsoft Dynamics CRM 2011 (KB 2795627)

16) http://slowxrm.blogspot.fr/2013/01/more-than-500-videos-about-microsoft.html

Weekly News #4: Microsoft Dynamics CRM 2011 UR12 (Polaris) – Coming soon: More than 500 videos about Microsoft Dynamics CRM 2011 http://bit.ly/10BT6TH

17) JScripts issues

a) Does anybody have an updated CRM 2011 equivalent to onClick that will work with Rollup 12?

18) CRM and Javascript to Extend Bing Maps Integration

19) Asynchronous Batch Process Pattern – Leveraging December 2012 Service Update (Polaris) Features

20 )Dynamics CRM – Dec 2012 Update  Rollup 12

 With its Customer Relationship Management software, Microsoft makes enterprise management simple. This software attempts to connect and streamline the Marketing, Sales and Customer Service department in your organization. Started to suit the basic Customer care requirements, Microsoft Dynamics CRM software brings more convenience and edge with each new update it has to present. And so is the case with the December 2012 Update.

Some of the noteworthy additions in the CRM Software in the December 2012 update are:

Predefined Configuration of Sales & Service Process
Based on your industry, old customer base, sales history and priorities of actions, you can now predefine steps of lead generation and customer service. Each stage can consist of as many steps as you find appropriate to efficiently close a sales cycle, thus increasing productivity.

Compatibility with MS Office 2013
The upgraded CRM also facilitates the latest upgraded MS Office 2013, to get the best of documentation, calculations and analysis in MS Office as well as synchronization of emails in Outlook.

Add-on Browsers and Mobiles
Along with the latest Google Chrome and Mozilla in Windows PC, this CRM Software is compatible with Safari and Mozilla in Macintosh and with Safari on Apple iPad tablets. Such flexibility is of great convenience to sales persons, especially while traveling.

Skype Embedded
The December update has come with an inbuilt Skype support. Now you can easily connect and collaborate with your customers. The user can directly make outbound Skype to Skype as well as Skype to phones from the CRM software only.

Collaborate
This latest update enables you to collaborate all your date pertaining to a customer, services availed, sales person attending the client and all the pertaining stakeholders information at one point, hence, not only avoiding duplication of data, but also making lead generation and followup throughout the complete sales cycle a very easy and efficient task. Moreover, Skype and Yammer add-ons allows one to maintain a social contact and presence conveniently feasible. Exchanging data, making presentations and group conferences are a cake walk with such streamlining.

User Interface
The all new interface systematically guides you step by step through the complete orientation and acquaintance with the new CRM Software to perfection.

The updated version of Microsoft Dynamics CRM December 2012 is strategically upgraded keeping the enormity of data in mind and with a clear focus on developing a software with a business acumen. Above mentioned were some of the major reasons for upgrading to CRM 2012. Though, there are numerous small and big changes which you might come across while exploring the upgraded software.

21) Polaris/December 2012 Update on CRM Online

22) Weekly News #8: Microsoft Dynamics CRM 2011 UR12 (Polaris)

23) Rollup 12 unable to see charts/views from a dashboard with a drop down menu (Linkedin answer)

24) Expand only selected tab using java script in CRM 2011 (After RU12)

25) Qualify a lead without creating an opportunity – new UI for the Lead form (classic and after UR 12 – without dialog window )

26)  Browser Error with Firefox and Chrome – “Just to clarify crmForm is still supported in IE with UR12 but not other browsers.”

27) Run-time support for sandboxed custom workflow activities is new in Microsoft Dynamics CRM 2011 Update Rollup 12 and the Microsoft Dynamics CRM December 2012 Service Update.

28) Script Errors after Installing UR12

Along with other fixes and features, CRM 2011 UR12 ushers in the capability of using multiple browsers.  To allow for this the CRM product has been updated and the original HTC behavior files behind much of CRM’s UI have all been removed. This removal of the HTC’s should help with performance and compatibility across browsers but these HTC’s also allowed for the use of the deprecated CRM 4.0 JavaScript calls/functions.  If you are looking to test and upgrade to UR12 we suggest you take three important steps in that process:

  1. Download and run the code validation tool to highlight customizations that will be impacted after UR12 is applied. (Direct Download URL)
  2. Read this KB on causes for script errors after UR12: http://support.microsoft.com/kb/2804561
  3. If your organization requires the use of the deprecated CRM 4.0 JavaScript functions you are able to re-enable the HTC behaviors which will maintain support for these functions.  There may be some performance implications with this but you will be able to support your CRM 4.0 compatible JavaScript functions for the short period of time you require before updating it to CRM 2011 compatible functions.

NOTE: This is an extension to the article posted on the CRM Team Blog: Script Errors After the December 2012 Service Update and is also in addition to a previous article posted on our blog.

29) Problem with DDMs for charts in a dashboard with Rollup 12.

Microsoft has acknowledged this error with dashboards created previously with dropdown menus to select a chart. With rollup 12, when you select a chart/view from the ddm, the section of the dashboard goes blank. It is a known error but I cannot find a solution. Can anyone shed light on this situation?

30 ) How to switch between classic and new process flow forms in CRM…

Polaris introduced new UI forms in CRM2011. These new forms come with “Process Flow” and classic form views. They look great but they have some functional limitations.

31) UR12/Polaris Release: Feature Availability Overview

32) CRM 2011 Polaris Asynchronous Javascript Loading

33) UR12/Polaris Release: Feature Availability Overview (Linkedin discussion)

34) Rollup 2012: Service activity issue “unable to get property ‘SetParameter’ of undefined” since update rollup 12

35) Polaris or not to Polaris

36) Update on new features available for Microsoft Dynamics CRM

37) Data Import Wizard is broken in Chrome, workaround is to use a different browser type. http://mileyja.blogspot.com/2013/04/microsoft-dynamics-crm-2011-data-import.html

38) CRM 2011 RU 12 token email problem

39) error ‘XPathEvaluator’ is undefined in IE 10

 • IE10 is not suitable for Microsoft Dynamics CRM 2011, too many bugs. If you can help it, work with IE9

 • Are you using sdk.metadata.js? If so after line 323

req.open(“POST”, _getUrl() + “/XRMServices/2011/Organization.svc/web”, true);

add the following:
try { req.responseType = ‘msxml-document’} catch(e){}

40) Javascript on crm 2011 polaris process form

How am I supposed to run javascript code on a process form (Polaris form), other than using an html page hack?
Doesn’t Microsoft provide a suitable option/alternative, since an event handler opens with the Classic Form?
Do I have to do my form validations with plugins? I’d rather use javascript.

• There’s no support for JavaScript with the new Polaris process forms. You can either revert to the classic forms or wait for the next major release, codenamed “Orion”, that will available later this year.

41) “MINOR DETAILS” MAKE MAJOR DIFFERENCES – MY RANT ON CRM RU 12 AND OTHER STUFF

45) More than 500 videos dedicated to Microsoft Dynamics CRM 2011 ( http://bit.ly/14tfMpd )

Could be very interesting:
http://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.messages.executemultiplerequest.aspx

 • Please check Using ExecuteMultipleRequest with CRM 2011 New feature of Rollup 12 http://bit.ly/Wf4MZ8

If you have used JavaScript to filter results in a sub-grid using pre-rollup 12 version of Dynamics CRM 2011, then you’re going to face problems with the move to Rollup 12 and Cross Browser. The first, and most obvious problem is the ‘setParameter’ function used to set the new fetchXML no longer exists.

51)Update Rollup 12 for Microsoft Dynamics CRM 2011 Readied for Release

In anticipation of the release of CRM 2011 Update Rollup 12, Microsoft has make public the Knowledge Base article for the release. Update Rollup 12 will actually be posted to the Microsoft Download Center on January 10 as promised and will be live on Microsoft Update on January 22.

The highest profile enhancement in UR 12: the introduction of additional browser compatibility for Firefox, Chrome, and Safari. The list of devices, operating systems and specific browser versions is detailed in the table below.

Microsoft Dynamics CRM 2011 Update Rollup 12 Cross Browser Support

This update rollup is available for all languages that are supported by Microsoft Dynamics CRM 2011. It includes new indexes for the following entities in the Quick Find Search Optimization feature.

  • Cases
  • Opportunities
  • Competitors
  • Contact (the Phone Number fields)
  • Business Unit
  • Connection
  • Connection Role
  • KB Article
  • Lead
  • Product
  • Sales Literature

Update Rollup 12 also contains changes for SDK, metadata, and Activity Feeds. More information, is available on the following Microsoft websites:

Some issues that are resolved in Update Rollup 12 for Microsoft Dynamics CRM 2011 include:

  • A scope attribute is not used for data table header cells to identify row and column headers.
  • When you enable the Check Incoming E-mail in Outlook parameter in a Microsoft Dynamics CRM 2011 Outlook client, you receive email messages that have a link state of zero.
  • You can publish an article even though you do not have the permissions to publish the article.
  • You cannot connect to the Online Service Delivery Platform (OSDP) organization by using the Microsoft Dynamics CRM Development Toolkit.
  • After you install Update Rollup 6 for Microsoft Dynamics CRM 2011, you cannot install the SSRS Data Connector.
  • You cannot set up HomeRealmUrl by using an email message router in Microsoft Dynamics CRM 2011.
  • The width of the email message template selection box is fixed. Therefore, long titles occupy multiple lines.
  • It takes longer than expected to import an organization into the User Mapping table in a database that contains more than 100,000 users.
  • You experience slow performance in CRM 2011 Outlook client when you disabled the Use Cached Exchange Mode parameter in Outlook settings.
  • When you log in to Microsoft Dynamics CRM 2011, the system processes an expensive query in the PrincipalObjectAccessReadSnapshot table.
  • After you open a grid from a website that is not related to Microsoft Dynamics CRM by using a navigation heading link, you cannot open a record or lookup value in the grid.
  • Duplicate appointments are created when you track an appointment on a shared calendar. This issue occurs when the Use Cached Exchange Mode parameter is disabled.

New Dynamics CRM Update Rollups are not to be deployed to production without plenty of planning and testing, as Tribridge’s Sr. Escalation Manager and a newly minted Dynamics CRM MVP Chris Cognetta explained last fall.  Cognetta said he has seen enough support issues that he recommends playing it safe by staying at least one rollup behind the latest. Update Rollup 10 (UR10) was a good example of this risk as it had to be re-released.

And during an upgrade, Cognetta recommended that customers should not allow update rollups to be installed on the server automatically as part of the Microsoft update process because you can’t uninstall some of them.  Either apply them manually, using virtualization to test, or having a full backup that you can revert to.

52) Microsoft Dynamics CRM 2011: Error after applying Update Rollup 12/13

53) How to use ExecuteMultipleRequest with ServiceContext and Linq

54) See http://www.zero2ten.com/blog/december-2012-service-update-latest-information for a good summary of the December 2012 Service Update/Polaris Release and current timelines.

55) “My short first impressions:
– Now works fine on Chrome, Fire Fox and Safari (on mac OS)
– Faster…. really, the CRM is faster now.
– Some java script errors coming from ExactTarget plug In. not a big deal but annoying, I changed the configuration from my production environment to “never send an error report to Microsoft”

This video describes the new Cross Browser features in the Microsoft Dynamics CRM December 2012 Service Upda

56) Is anyone using the new Polaris forms in a live environment?

57) Side effects of the Polaris UI

58) Lead qualify process design changes in UR 12 – CRM 2011

59) UR12 improves onchange event behavior of checkbox control

Raise your hand if you’ve formatted a two-option field on a Dynamics CRM entity form as a checkbox. Keep it raised if you’ve implemented client-side form logic triggered by changes to that field. Now, start waving your hand wildly if you’ve overridden the onclick event to invoke your logic immediately rather than wait for control focus to change. If, like me, you’re starting to attract attention, keep reading (and please, put your arm down).Adding client-side event handlers to the onclick event of checkbox controls on entity forms is an unsupported customization that has been perpetrated across many versions of Dynamics CRM. The technique serves as a workaround to the native onchange event behavior of the two-option (Boolean) field when rendered as a checkbox control. Native behavior dictates that handler(s) are not fired until after the control loses focus. This behavior can create an odd user experience when onchange logic should be invoked directly after the user action (i.e. conditionally display/enable a related form control). The only alternative to the unsupported workaround is to render the field as a radio button control which may not provide the desired user experience.

Until recently, I identified this unsupported customization in Code Review reports, but lowered the severity based on risk level and the lack of supported alternatives. That is until I discovered a minor change in Update Rollup 12. As of the UR12 release, the two-option (Boolean) field’s onchange event now occurs immediately when formatted as a checkbox control. Say what!?! This is a change that I (and many others) have been advocating for years. Like me, you may have initially overlooked it in the SDK release notes (V5.0.15) because it’s only referenced as a general documentation update to the onchange event. Either way, I’ll take it. One caveat: the behavior isn’t supported by Internet Explorer 7 or 8. For these versions, the control reverts to prior behavior based on focus change.

Don’t believe me? Read about it here. Celebrate briefly (quietly). Update CRM to UR12 (or later). Upgrade your browser to IE9 (or later). Finally, clean up your script libraries that register handlers with CRM field onclick events. As for me, gone are the days of sugar coating the severity of this violation in future Code Review reports. No excuses, no exceptions!

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