Applies ToMicrosoft Dynamics CRM 2011

INTRODUCTION

This update package upgrades test environments that are running Microsoft Dynamics CRM 2011 Release Candidate (RC) build 5.0.9688.32 or a later build to Microsoft Dynamics CRM 2011 build 5.0.9688.583. This update is available for all languages that are supported by Microsoft Dynamics CRM 2011.

More Information

Before you upgrade Microsoft Dynamics CRM 2011 RC to Microsoft Dynamics CRM 2011 RTM, please read the following important information.

Upgrade methods

You can upgrade Microsoft Dynamics CRM 2011 RC to Microsoft Dynamics CRM 2011 RTM by using one of the following methods:

  • Patch Upgrade from RC to RTM using the Patch. Your Microsoft Dynamics CRM Server will be updated to RTM. In addition:

  • If you had a Microsoft Dynamics CRM 4.0 organization imported into RC prior to the upgrade you will need to apply the SQL script listed below to the organization that was upgraded.

  • You will also need to apply the SQL Script to any Microsoft Dynamics CRM 4.0 organization that is imported or upgraded after your Microsoft Dynamics CRM Server is running RTM code.

  • Unistall and connect to existing databases Uninstall the RC version and run the RTM version setup process with the connect to existingdatabase option. In addition:

  • If you had Microsoft Dynamics CRM 4.0 organizations imported into the RC deployment prior to the un-install and re-install you will need to apply the SQL script below to those organizations.

  • Any new organizations that are imported from Microsoft Dynamics CRM 4.0 into the RTM Server will NOT need the script applied. The RTM install bits contain the fix described in this KB.

  • If you are trying to import or upgrade any organizations from RC into your RTM Server, you will need to apply the RTM Patch to your RTM Server in order to successfully upgrade your RC organization. This is documented in KB 2511317.

  • Fresh install with import and upgrade Install the RTM version on a fresh server to create a new deployment, and then import and upgrade the existing RC version organization database. In addition:

  • If you had Microsoft Dynamics CRM 4.0 organizations imported into the RC deployment prior to the un-install and re-install you will need to apply the SQL script below to those organizations.

  • Any new organizations that are imported from Microsoft Dynamics CRM 4.0 into the RTM Server will NOT need the script applied. The RTM install bits contain the fix described in this KB.

  • If you are trying to import or upgrade any organizations from RC into your RTM Server, you will need to apply the RTM Patch to your RTM Server in order to successfully upgrade your RC organization. This is documented in KB 2511317.

The recommended upgrade path from Microsoft Dynamics CRM RC to RTM is:

  1. Uninstall the RC.

  2. Install to existing databases using the RTM bits.

  3. Apply the RTM Patch (KB 2461082) against the RTM server. This will enable you to import RC organizations if needed. See KB 2511317. If you do not need to import RC organizations, then you will not need the patch in this scenario.

  4. After you upgrade your deployment to run with an RTM server, you may need to log into Deployment Manager and upgrade your RC organizations from 5.0.9688.xx to 5.0.9688.583. You can do this by selecting your RC organization, and then click Upgrade in the Actions pane.

  5. Run the SQL Script from KB 2461082 against any Microsoft Dynamics CRM 4.0 organizations that were upgraded to Microsoft Dynamics CRM 2011 while the server was using RC bits.

The advantage to this method is that Microsoft Dynamics CRM 4.0 organizations imported against the RTM server won't need the SQL script applied as the fix is in the RTM install.

Upgrade notes

When you upgrade Microsoft Dynamics CRM 2011 RC to Microsoft Dynamics CRM 2011 RTM, you must upgrade the server to the RTM version before you upgrade the clients.Clients that are running the RTM version will not function against a server that is running the RC version. Using a client that is running the RTM version against a server that is running an earlier version of Microsoft Dynamics CRM 2011 will generate errors.If you upgrade from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011 RC, and then you migrate the existing Microsoft Dynamics CRM 4.0 organizations to Microsoft Dynamics CRM 2011 RC, the default contact synchronization filters may be missing. In this situation, you have two options: users can manually create contact filters, or you can run the following script against your Microsoft Dynamics CRM 4.0 organization.To run the script, open SQL Server Management Studio, click New Query, select the organization database, paste the following script, and then click Execute. Important Before you run the script, you must back up the Microsoft Dynamics CRM databases.

delete from UserQueryBase where QueryType = 256 and ReturnedTypeCode = 2 and (FetchXml is null or LEN(FetchXml) = 0)insert into UserQueryBase(UserQueryId, Name, Description, ReturnedTypeCode, QueryType, FetchXml,ColumnSetXml, LayoutXml, OwningBusinessUnit, ModifiedBy, ModifiedOn, CreatedBy, CreatedOn,StatusCode, StateCode, OwnerId)Select NEWID(), Name, Description, 2, 256, FetchXml,ColumnSetXml, LayoutXml, OwningBusinessUnit, ModifiedBy, getutcdate(), CreatedBy, getutcdate(),StatusCode, StateCode, OwnerId from UserQueryBase where QueryType = 16 and ReturnedTypeCode = 2 and ParentQueryId is nullGo

Build number and file names for this update

The build number of the update packages for the following components is 5.0.9688.583:

  • The Microsoft Dynamics CRM 2011 server Release Candidate

  • The Microsoft Dynamics CRM 2011 client for Microsoft Office Outlook

  • The Microsoft Dynamics CRM 2011 email Router

The file names for the 32-bit versions of the update rollup packages are as follows:

  • CRM2011-Client-KB2461082-LangID-i386.exe

  • CRM2011-Router-KB2461082-LangID-i386.exe

The file names for the 64-bit versions of the update packages are as follows:

  • CRM2011-Server-KB2461082-ENU-amd64.exe

  • CRM2011-Client-KB2461082-LangID-amd64.exe

  • CRM2011-Router-KB2461082-LangID-amd64.exe

Update information

Automatic installation

You can automatically install this update by using Windows Update. You can also set Windows to automatically install recommended updates. This may address noncritical problems and help improve your computing experience. Optional updates are not downloaded or installed automatically. To learn more about the kinds of updates that Microsoft publishes, visit the following Microsoft websites:

Turn automatic updating on or off Change how Windows installs or notifies you about updates To install this update by using Windows Update, follow these steps:

  1. Click Start, and type Update in the Start Search box. In the list of results, click Windows Update.

  2. In the navigation pane, click Check for updates, and then wait while Windows checks for the latest updates for your computer.

  3. If you receive a message that states that important updates are available or that prompts you to review important updates, view and select the important updates to install.

  4. In the list, click the important updates for more information. Click to select the check box for any updates that you want to install, and then click OK.

  5. Click Install updates.

  6. Read and accept the license terms, and then click Finish if the update requires it. If you are prompted for an administrator password, type the password. If you are prompted for confirmation, provide the confirmation.

Manual installation

To manually install this update, follow these steps:

  1. Visit the following Microsoft Update catalog website:

    http://catalog.update.microsoft.com/v7/site/home.aspx

  2. In the Search box, type 2461082, and then click Search.

  3. Click Add to add the update to the basket.

  4. Click Download.

  5. Click Browse, specify the folder to which you want to download the update, and then click OK.

  6. Click Continue, and then click I Accept to accept the Microsoft Software License Terms.

  7. When the update is downloaded to the location that you specified, click Close.

For more information about the Microsoft Update catalog, click the following article number to view the article in the Microsoft Knowledge Base:

323166 How to download updates that include drivers and hotfixes from the Windows Update Catalog

Additional installation information

After you install this update, delete the temporary files in Windows Internet Explorer. To do this, follow these steps:

  1. Start Internet Explorer.

  2. On the Tools menu, click Internet Options.

  3. Use one of the following methods, as appropriate for the version of Internet Explorer that you are running:

    • In Internet Explorer 7, click Delete in the Browsing history area, click Delete files in the Temporary Internet Files area, and then click Yes.

    • In Internet Explorer 6, click Delete files in the Temporary Internet Files area, and then click OK.

Prerequisites

You must have Microsoft Dynamics CRM 2011 installed to apply this update. The following update for Microsoft Dynamics CRM 2011 is not a prerequisite for installing this update:

2461082An update for Microsoft Dynamics CRM 2011 is available

Restart requirement

If you are prompted, restart the computer after you apply the update.For more information about software update terminology, click the following article number to view the article in the Microsoft Knowledge Base:

824684 Description of the standard terminology that is used to describe Microsoft software updatesFor more information about Microsoft Business Solutions CRM software hotfix and update package terminology, click the following article number to view the article in the Microsoft Knowledge Base:

887283 Microsoft Business Solutions CRM software hotfix and update package naming standards

Removal information

This update will establish a new baseline for Microsoft Dynamics CRM 2011 CRM. This update cannot be removed. You should back up your databases before you install this update.

Issues that are resolved in this update

This update includes fixes and changes that were implemented between the RC builds and the new baseline build.

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