Service Update 4 for Microsoft Dynamics 365 8.2.2

Performance Improvements

The following list details issues whose resolutions improve the speed or functionality of Dynamics.

• Interactive Service Hub app fails to load in the Internet Explorer browser.

• The Opportunity Tile is blank and still present in mobile clients after removing permissions for a user.

• Scroll bars do not appear on reports with large amounts of filter criteria

• The Description field on the Opportunity Close dialog is truncated if it exceeds 200 characters.

• Two bars in the dashboard charts may be displayed as the same color.

• Page freezes when editing font in an email in Google Chrome.

• The Email title renders over the expanded description field in the moblie client.

• Variance in field decimal precision and currency precision in system settings causes a pricing calculation error to occur, resulting in a workflow loop.

• Vertical Scroll not available when selecting start/end times on iPads.

• Pasting data from MS Word into the email body has spacing issues after saving.

• Web Resource Caching Issue with Mobile Devices.

• IFrames will refresh twice when legacy forms are disabled.

• Converting records to cases using Interactive Service Hub results in a perpetual processing screen

Unexpected Behavior

The following list details issues whose resolutions correct actions performed in Dynamics that do not work as intended.

• Global search is not working when having the "&" character in the display name.

• Tracking a new email creates a contact with incorrect name.

• After performing a search on Dynamics 365 for Phones, the drop down list is unexpectedly displayed.

• Unable to perform 'Add to Queue' operation for activities more than once.

• Product arrangement changes when converting a Quote to an Order.

• When selecting a record in a view from a dashboard, the focus causes the view to scroll sideways.

• Completed instances of a Recurring Appointment are being changed to Open during an Outlook Client sync.

• Date only fields becomes Date&Time when sending email using a synchronous workflow.

• Workflows are triggered multiple times when currency field calculations are rounded.

• Total Discount Amount is set to $0 when an Opportunity is opened

Repaired Functionality

The following list details issues whose resolutions repair items in Dynamics that are not functioning.

• Double clicking on the related record is not opening the respective Knowledge Articles in the Interactive Service Hub.

• Importing a Solution that doesn't contain the Full Entity Metadata disables auditing.

• List members are missing change notifications if they are added via AddListMembers or AddMembersByFetchXml SDK.

• Field security profiles are not working in the Interactive Service Hub.

• Locked fields of Opportunity Business Process Flows are editable in mobile clients.

• The "visible by default" option for tabs does not work.

• The Add Existing button is not working on subgrids in the mobile client.

• Related records filtering is not displaying records when used with the mobile client.

• Calculation issues occur when using the Per Unit Discount Method.

• Can't update CRMFields on an appointment after tracking the appointment.

• Case subject order is incorrect in the Interactive Service Hub.

• Changing the Selected Product field will lock some fields and generate errors.

• Web API functions do not work in Outlook Offline.

• Copy/Paste is not working for Email Templates in Internet Explorer.

• Converting a tracked email to a case doesn't populate the data in the Origin field.

• "Save & Route" doesn't empty "Worked By" field.

• Streams are not displayed for custom entities if ownership is set to Organization.

• Incorrect Titles are displayed on custom entities in the Interactive Service Hub.

• Clearing lookup values in the duplicate warning dialog when qualifying a lead does not work.

• Dynamic Ribbon control does not work in the Outlook Client.

• Unable to create KB articles from cases using Business Process Flow controls.

• Views are not populating after sorting in the Outlook Client.

• Cannot change the start and end time of recurring appointments.

• Sorting not showing up correctly with Top X/Bottom X filters for CRM charts.

• Date popups do not close when clicking another date component.

• Discount Associated Views only show percentages.

• The Engagment Hub shows wrong organization names.

• Clicking on "Resolve to an existing record" should only show the records that are associated with the Email Address in To field.

• Notes that are added in the Interactive Service Hub are not properly displayed.

• Option Set fields are not clearing previous record values in the mobile client.

• Pre/Post Create Plugin on SystemUser Entity does not trigger in Online.

• Server Based SharePoint Integration Fails for non-admin users when ADFS and claims are being used.

• Service Activities optional attendees are not syncing to the Outlook client and OWA.

• The setVisible(false) control inside a hidden section is making section visible.

• The SetWordTemplate action is not available for non-Business Process Flows enabled entities.

• Default mailbox settings are not applied when new users are created.

• Unable to drill down on bar charts for bars with very small values.

• Unable to Merge Records when both have a OneNote notebook created with the Integration.

• Unable to open Forms in the Service Desk.

• Cannot convert Phone Calls to Opportunities in the mobile client.

• Week numbers are incorrect on charts.

• Test and Enable required when Duplicate Records are found in the ExchangeSyncIdMapping table.

• Auto approval for Server Side Sync does not appear to be working.

• Business Rules don't run on iPhone on second record create.

• Case Resolve Dialog shows all Resolution Types in USD, disregarding status transition rules.

• The Back button is not functional on Android devices.

• CRM: Relevance Search queries treat 'Local' and 'Deep' Activity Read privilege as 'Basic'.

• Enabling FCB.LazyLoadSubGrid causes the Editable subgrids not being rendered on the form.

• Lookups filtered with 'Related Records Filtering' do not work on the Dynamics 365 for Phones.

• Clearing browser cache is required to update metadata on the Mail App.

• Custom entities do not show up in search results inside the Mail App.

• Clicking the phone icon is not launching the Phone call.

• Editable grid does not populate columns from related entities when saved inline.

• Read-only fields cannot be enabled using client API setDisabled.

• The Related Articles option on the Knowledge Article form in the Interactive Service Hub doesn't retrieve records.

• Shared field permissions for secured fields on a record are not honored in the mobile client.

• eliverIncoming failing on one mailbox prevents the same emails from being delivered from other mailboxes.

• FindItemsStep fails to retrieve emails tracked using the Crm App for Outlook, causing the tracked emails to not sync.

• Folder Based Tracking scenario are broken if Server Side Sync uses email received time instead of last modified time.

• Text in the Description field is dissapearing in the case entity.

• Unable to save Task record with Custom field lookup field against the QueueItem entity.

• Not able to set Dynamic values in a workflow for the fields if you have an Editable Grid.

• Unable to see account records in the 'To' field lookup by clicking on the search icon for activities.

• Shared field permissions for secured fields on a record are not honored in the mobile client.

• Unable to add subcomponents to an existing entity inside a solution.

• Quote Line Amount and Total Amount values do not match when discount is applied per unit

Error Messages, Exceptions, and Failures 

The following list details issues whose resolutions correct actions that produce errors, unhandled exceptions, or system or component failures.

• Server Side Sync experiences incoming email errors for reconfigured mailboxes after the first sync cycle.

• Filtering on columns of an editable grid resuts in an error in the mobile client.

• Enabling ratings on a KB article search will make the "Create Record" workflow throw errors when clicking Set Properties.

• An error occurs while promoting an item.

• Generic errors occur while creating quick campaigns.

• Error in Duplicate Detection for Opportunity Products.

• An error occurs when exporting around 11,000 records using Excel Templates.

• CRM for Phones App throws an error when the Revenue field isn't on first 5 tabs.

• Removing Tax fields from the Opportunity Product form cause errors in the mobile client.

• An error occurs when using the Web API action DeliverPromoteEmail with attachments in the JSON body.

• An object reference exception occurs when converting a Social Activity to a Case record

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