Update Rollup 5 for Microsoft Dynamics CRM 4.0 is available

The build number and the file names for this update rollup

• CRMv4.0-KB970141-i386-Server- LangID .exe
• CRMv4.0- KB970141-i386-Client- LangID .exe
• CRMv4.0- KB970141-i386-Router- LangID .exe
• CRMv4.0- KB970141-i386-SRS- LangID .exe
• CRMv4.0-KB970141-i386-DMClient- LangID .exe
• CRMv4.0-KB970141-i386-MUI- LangID .exe

• CRMv4.0- KB970141-amd64-Server- LangID .exe
• CRMv4.0- KB970141-amd64-Router- LangID .exe
• CRMv4.0- KB970141-amd64-SRS- LangID .exe
• CRMv4.0-KB970141-amd64-MUI-LangID .exe

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Update rollup information

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Installation information

1. Start Internet Explorer.
2. Click Tools, and then click Internet Options.
3. Use one of the following methods for the version of Internet Explorer that you use:
   • In Windows Internet Explorer 7, click Delete in the Browsing history area, click Delete files in the Temporary Internet Files area, and then click Yes.
   • In Microsoft Internet Explorer 6, click Delete Files in the Temporary Internet files area, and then click OK.

Prerequisites

Restart requirement

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Removal information

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The latest updates to Microsoft Dynamics CRM 4.0 Help

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Notes about exporting and importing customizations

• The server from which you are exporting the customizations has no updates installed, or it has Update Rollup 1 for Microsoft Dynamics CRM 4.0 installed. However, the server to which you are importing the customizations has Update Rollup 5 for Microsoft Dynamics CRM 4.0 installed.
• The server from which you are exporting the customizations has Update Rollup 5 for Microsoft Dynamics CRM 4.0 installed. However, the server to which you are importing the customizations has no updates installed or has Update Rollup 1 for Microsoft Dynamics CRM 4.0 installed.

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The issues that are resolved in Update Rollup 5 for Microsoft Dynamics CRM 4.0

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Hotfixes and updates that you must enable or configure manually

• 948155  (http://support.microsoft.com/kb/948155/ ) A date or a time may not be converted to UTC time in the database for some time zones in Microsoft Dynamics CRM 4.0
• 950476  (http://support.microsoft.com/kb/950476/ ) A date or a time is not converted to UTC time in the database for some time zones in Microsoft Dynamics CRM 4.0
• 958562  (http://support.microsoft.com/kb/958562/ ) The default precision of a money field is set to two when you use the Korean language or the Japanese language in Microsoft Dynamics CRM 4.0

• 975040  (http://support.microsoft.com/kb/975040/ ) Emails promoted by using Microsoft Dynamics CRM Data Migration Manager cannot be reassigned

• 959758  (http://support.microsoft.com/kb/959758/ ) You cannot configure an Active Directory domain schema and Microsoft Dynamics CRM 4.0 URLs independently for external Active Directory users and for internal Active Directory users
• 963054  (http://support.microsoft.com/kb/963054/ ) Microsoft Dynamics CRM 4.0 generates activities for inactive members in a marketing list when you create campaign activities, quick campaign activities, or mail merge activities from the marketing list
• 969946  (http://support.microsoft.com/kb/969946/ ) A tool is available to extract the tracking token from the e-mail subject and update the tracking token column of the e-mail table in Microsoft Dynamics CRM 4.0
• 958084  (http://support.microsoft.com/kb/958084/ ) A hotfix is available to disable the Smart Matching feature in Microsoft Dynamics CRM 4.0
• 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
• 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"

• 958562  (http://support.microsoft.com/kb/958562/ ) The default precision of a money field is set to two when you use the Korean language or the Japanese language in Microsoft Dynamics CRM 4.0
• 956330  (http://support.microsoft.com/kb/956330/ ) Slow performance and high CPU utilization occur when you import customizations in Microsoft Dynamics CRM 4.0
• 968515  (http://support.microsoft.com/kb/968515/ ) The existing custom security roles are not granted hidden privileges after you apply hotfix 950886 in Microsoft Dynamics CRM 4.0
• 958601  (http://support.microsoft.com/kb/958601/ ) In Microsoft Dynamics CRM 4.0, the notes are lost if a duplicate record is detected when you try to save a record
• 968672  (http://support.microsoft.com/kb/968672/ ) The recipient does not see the Microsoft Dynamics CRM tracked e-mail icon when a Microsoft Dynamics CRM user sends another Microsoft Dynamics CRM user a Microsoft Dynamics CRM tracked e-mail message
• 968755  (http://support.microsoft.com/kb/968755/ ) The AsyncOperationBase and WorkflowLogBase tables grow very large and performance issues occur when you use many workflows in Microsoft Dynamics CRM 4.0
• 968793  (http://support.microsoft.com/kb/968793/ ) You have to manually modify the Web.config file after you install or remove a Microsoft Dynamics CRM 4.0 hotfix or update rollup

• 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"
• 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
• 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
• 957871  (http://support.microsoft.com/kb/957871/ ) The Workflow Expansion Task records cause the AsyncOperationBase table in the MSCRM database to grow too large in Microsoft Dynamics CRM 4.0
• 959549  (http://support.microsoft.com/kb/959549/ ) Administrators can unexpectedly view Active Directory users who do not belong to the administrator's organizational unit 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"

• 948843  (http://support.microsoft.com/kb/948843/ ) You may experience slow performance when you run or edit workflows in Microsoft Dynamics CRM 4.0
• 950175  (http://support.microsoft.com/kb/950175/ ) You cannot use Outlook as expected until all Microsoft Dynamics CRM 4.0 add-ins are loaded
• 950542  (http://support.microsoft.com/kb/950542/ ) Synchronous plug-ins do not respond to the events that are triggered in Microsoft Dynamics CRM 4.0
• 953340  (http://support.microsoft.com/kb/953340/ ) E-mail messages from a CRM user to a queue are not delivered in Microsoft Dynamics CRM 4.0
• 954811  (http://support.microsoft.com/kb/954811/ ) Microsoft Dynamics CRM 4.0 Deployment Manager takes a long time to open on a Microsoft Dynamics CRM 4.0 server

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Hotfixes and updates that were released as individual fixes

• 957720  (http://support.microsoft.com/kb/957720/ ) Some records in the offline database are lost after you ignore a problems that occurs when you go online in Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook with Offline Access
• 959072  (http://support.microsoft.com/kb/959072/ ) An entity form loads slowly after you add many fields of several different attribute types in Microsoft Dynamics CRM 4.0
• 956526  (http://support.microsoft.com/kb/956526/ ) When you create a campaign or a quick campaign to generate an e-mail activity by using the “Assign to a queue” option, the sender is set incorrectly as owner of a bulk operation job in Microsoft Dynamics CRM 4.0
• 971758  (http://support.microsoft.com/kb/971758/ ) An unexpected error message occurs even though you change the customer opportunity role from a duplicate role to a unique role in Microsoft Dynamics CRM 4.0
• 971356  (http://support.microsoft.com/kb/971356/ ) Error message if the "OnChange()" event is enabled for a lookup field in a entity form and if this field is changed after a "Duplicates detected" message occurs in Microsoft Dynamics CRM 4.0: "Stack overflow at line: 0"
• 971082  (http://support.microsoft.com/kb/971082/ ) You cannot remove data from a field in a duplicate record in Microsoft Dynamics CRM 4.0
• 972150  (http://support.microsoft.com/kb/972150/ ) Properties of the Microsoft Dynamics CRM 4.0 E-mail Router unexpectedly return to their default settings
• 972482  (http://support.microsoft.com/kb/972482/ ) An error message occurs when you track an appointment, and the "ExchangeEntryID" property is longer than 512 characters in Microsoft Dynamics CRM client for Outlook
• 971355   (http://support.microsoft.com/kb/971355/ ) Additional line feeds are created unexpectedly in e-mail messages that are created by a workflow in Microsoft Dynamics CRM 4.0
• 971353  (http://support.microsoft.com/kb/971353/ ) Error message when you create multiple users at the same time by using the Service.Create(user) method in Microsoft Dynamics CRM 4.0: "Cannot insert duplicate key"
• 971354  (http://support.microsoft.com/kb/971354/ ) Microsoft Outlook crashes when you enable the "Track in CRM" feature for a delegate contact after you install Update Rollup 4 for Microsoft Dynamics CRM 4.0
• 972501  (http://support.microsoft.com/kb/972501/ ) The Microsoft Dynamics CRM 4.0 client for Outlook does not load the toolbar

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Issues that were not previously documented in a Knowledge Base article

• The first field in a tab is a lookup field or a date time field. Moreover, it is blank. When you click the tab, you receive the following error message:
  <ScriptErrorDetails>
  <Message>Can&#39;t move focus to the control because it is invisible, not enabled, or of a type that does not accept the focus.</Message>
  <Line>278</Line>
  <URL>/sfa&#47;accts&#47;edit.aspx</URL>
  <PageURL>/sfa&#47;accts&#47;edit.aspx&#35;</PageURL>
  <Function>SetContentEditable&#40;&#41;</Function>
  <CallStack> <Function>SetContentEditable&#40;&#41;</Function> <Function>setFocus&#40;&#41;</Function> </CallStack>
  </ScriptErrorDetails>
• When you open user options in Microsoft Dynamics CRM 4.0 in the Windows 2008 Server operating system, you receive the following error message that is related to Internet Information Services (IIS):
  An entry with the same key already exists.
• You remove the Organizer field from a form. Then, when you save an appointment, you receive the following error message:
  msxml3.dll: The parameter Node is not a child of this Node.
• The text in the Details tab for the contact information of a customer has TAB characters. When you run the Mail Merge function on the customer, the tabs are removed unexpectedly.
• When you list e-mail messages in a queue, the Entered On field displays only the dates of the e-mail messages. However, you expect that the field displays the dates and the times.
• You are a user who a record has been shared with for an entity type that has a related address table. When you go offline, you cannot view the address information.
• You select an item for the Regarding field in an e-mail activity and send the e-mail activity to yourself. When you receive the e-mail in Outlook, the e-mail category shows None instead of the correct regarding object.
• A deployment and an organization database have the same hotfixes applied. When you import the organization database into the deployment, you receive the following warning message:
  The Organization Database Selected For Import is a Different Version Than the Current Deployment.
  However, the warning message does not prevent you from importing the database.
• Microsoft Dynamics CRM may not invoke the OnChange event when the event is associated with a date time field in certain scenarios. For example, when you manually enter the value of a time in a text box that is associated with the date time field, you do not invoke the OnChange event.
• When a workflow instance is in a Waiting state, and the user who executes the workflow is disabled or no longer has access to continue the workflow, the workflow instance retries for a long time. The states of the workflow instance change between the following states:
  • Waiting
  • In Progress
  • Waiting for Resources
• When you run the Advanced Find function by using a role that does not have permission to access read accounts, the function unexpectedly returns no results. Additionally, you receive the following error message:
  Microsoft Dynamics CRM has encountered an error.
  
  Note When you view the data that is sent to Microsoft, you receive a message that resembles the following:
  AllLookups&objecttypes=1,2 in the _controls/lookup/lookupmulti.aspx page.
• When you convert a campaign response to an opportunity, Microsoft Dynamics CRM creates the opportunity by using the default currency instead of the currency that is used by the campaign response.
• You create multiple service activities. You do not specify the resources for these activities. When you view the service calendar by using the Service Activity type or the Service Activity and Appointment type, the subjects are displayed as [object Object] instead of the subjects that should be shown for the service activities.
  Note After you install the hotfix, you must clear your temporary Internet files on the client where you access the Microsoft Dynamics CRM Web client or the Microsoft Dynamics CRM client for Outlook.
• Consider the following scenario. You apply the Update Rollup 2, Update Rollup 3, Update Rollup 4, or the hotfix that is described in Knowledge Base (KB) article 959394. Then, you double-click a hyperlink that is related to a record in an entity. In this situation, the entity record is shown instead of the record that you double-clicked.
  For more information about the hotfix that is described in Knowledge Base (KB) article 959394, click the following article number to view the article in the Microsoft Knowledge Base:
  959394  (http://support.microsoft.com/kb/959394/ ) An incorrect record is opened when you double-click a record in Microsoft Dynamics CRM 4.0
  
  
  Note After you install the hotfix, you must clear your temporary Internet files on the client where you access the Microsoft Dynamics CRM Web client or the Microsoft Dynamics CRM client for Outlook.
• You set the Microsoft Dynamics CRM client for Outlook to offline mode, and then you make some modifications on a custom entity by using a strong-typed class in your custom application. Then, when you go online, you may receive the following error message:
  The specified type was not recognized.
  
  Note To work around this problem, you must change the ISV application to use the generic class DynamicEntity instead of the strong-typed custom class.
• Consider the following scenario. You use a custom data map to import some data that contains the Lookup attribute. Some rows in the data have non-null Lookup attributes, and other rows in the data have null Lookup attributes. In this scenario, when you import the data, the rows with non-null Lookup attributes cannot be imported as expected. This problem occurs if the number of rows exceeds the value of ImportBatchSize.
  Note The default value of ImportBatchSize is 1000. However, you can change this value in the Microsoft Dynamics CRM database.
• When you call the FireOnChange() method for a lookup field in the OnLoad event of a form, the OnChange event of the lookup field is triggered at unexpected times.
• A user belongs to a mixed security role. For example, one of the mixed security roles is a security role that is an inherited security role from a parent Business Unit, and the other is a custom security role from its own Business Unit (BU). When you run filtered views by using the user, you may receive less data than expected.
  Note This issue applies to all consumers of the filtered views: Report wizard, system reports, custom reports, exported Excel spreadsheets, and so on.
• When you update IsDisabledWhenIntegrated to a value of 1 for a privilege, you cannot assign certain roles to a user. For example, a role contains the privilege with the value of IsDisabledWhenIntegrated that is equal to 1.
• You use a Secure Sockets Layer (SSL) accelerator, such as F5 Network's BigIp, to route incoming HTTPS requests to Microsoft Dynamics CRM by using HTTP. When you run a report that has a drill-down link, the drill-down link incorrectly uses the HTTP schema.
• When you change the state code of a sales order to Submitted, you notice that you can unexpectedly edit the sales order and its associated child records.
• Consider the following scenario. You set up an N:N relationship between a custom entity and a user entity. Then, you set the display area to "details" for both entities. Next, you publish the custom entity. In this scenario, when you click the Add Existing User, all user entities from SystemUserBase.tbl are listed incorrectly on the lookupmulti.aspx page.
• Consider the following scenario. You create a user in an organization in Microsoft Dynamics CRM. Then, you execute the p_DisableCreateUser procedure to disable the create user feature. In this scenario, when you disable the user who you created in the Microsoft Dynamics CRM organization, you can unexpectedly enable the Create User feature.
• Localized views contain an invalid layoutXML element after you upgrade the Arabic version of Microsoft Dynamics CRM 3.0 to the Arabic version of Microsoft Dynamics CRM 4.0. Therefore, when you use certain views, you receive errors.
• When you create a new activity after you install Update Rollup 3 for Microsoft Dynamics CRM 4.0, the corresponding task is put in the Assigned queue instead of the In Progress queue.
• When you distribute a campaign activity, the value in the Last Date Included in Campaign field on the Administration tab in the Account dialog box is not updated as expected.
• This hotfix updates the start of daylight saving time (DST) for the (GMT +5:00) Islamabad, Karachi time zone in 2009 as follows:
  • DST starts at 23:59:59 on April 14, 2009
  • DST ends at 23:59:59 on October 31, 2009
• When you try to access certain views, you experience slow performance or time-out issues. For example, you experience slow performance when you try to access the Active Contacts view. Additionally, you may experience a blocking issue in an instance of Microsoft SQL Server.
• Consider the following scenario. The Microsoft Dynamics CRM Async service processes a query. The query moves the Async operations from a suspended state to a ready state. In this scenario, Microsoft Dynamics CRM may crash, and you receive the following error on the Microsoft Dynamics CRM server:.
  Platform traces on Microsoft CRM Server:
  Host DYNAMICS: error while processing organization f3e67540-eb3d-4fb4-a022-881f74dcd045. Exception: System.Data.SqlClient.SqlException: A severe error occurred on the current command. The results, if any, should be discarded.
  Exception while trying to execute AsyncOperationId: {EA6BA634-61FC-DD11-89E0-001A64D2B64E} AsyncOperationType: 1 - System.Net.WebException: The operation has timed out
  Additionally, you may experience slow performance when you open forms or save records.
  
• Consider the following scenario. You apply Update Rollup 3 for Microsoft Dynamics CRM 4.0. You are an administrator in Microsoft Dynamics CRM 4.0. You import an organization to Microsoft Dynamics CRM 4.0, and you do not map any user accounts except yourself. In this scenario, you cannot update any user domain names for the user accounts in organizations. Additionally, you receive an error message that resembles the following:
  System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.ArgumentException: Value was invalid.
• When you publish all customizations after you apply Update Rollup 3 or Update Rollup 4 for Microsoft Dynamics CRM, you receive the following error message:
  Exception when executing non-query: exec p_PublishMetadata 1 Exception: System.Data.SqlClient.SqlException: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding.
• When you click Assign on the Actions menu in the E-mail dialog box to assign an e-mail from one public queue to another public queue, the e-mail is assigned successfully to the destination queue. However, the e-mail is not detached as expected from the source queue.
• You ignore an error for a record when you go online. You can see the record when you are online. However, when you go offline, the record is no longer available.
• You receive the following error message when you try to upload the Hebrew CRM reports to SQL Reporting Services (SRS) 2008:
  SQL Server Reporting Services Error
  The value of the BorderStyle property for the text box ‘textbox9’ is “”, which is not a valid BorderStyle. (rsInvalidBorderStyle) Get Online HelpThe value of the BorderStyle property for the text box ‘textbox49’ is “”, which is not a valid BorderStyle. (rsInvalidBorderStyle) Get Online Help The value of the BorderStyle property for the text box ‘AverageDealSize’ is “”, which is not a valid BorderStyle. (rsInvalidBorderStyle) Get Online Help The value of the BorderStyle property for the text box ‘name’ is “”, which is not a valid BorderStyle. (rsInvalidBorderStyle) Get Online Help

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Known Issues

• If you re-install Update Rollup 5 with the Publish Reports to all organizations option selected, you may receive the following error during installation:
  Action Microsoft.Crm.UpdateWrapper.ReportsUpdateAction failed. Parent report already links to another report with the same name.
  You may also find duplicate reports for one or more of your organizations.
  
  To work around this issue, click Ignore in the error message, and then continue with the installation. Then, manually remove the duplicate reports in Microsoft Dynamics CRM. To do this, follow these steps:
  1. Click Workplace, and then click Reports.
  2. Select the duplicate report, and then click Delete.
  To avoid this issue, do not select Publish Reports to all organizations if you reinstall Update Rollup 5. If you have deployed any new organizations since initially installing Update Rollup 5, the organization will already have updated reports.
• An error may occur when you send an e-mail message or when you track an e-mail message in Microsoft Dynamics CRM for Microsoft Office Outlook after you go offline for the first time. The platform trace will contain the following error:
  Crm Exception: Message: , ErrorCode: -2147204784, InnerException: System.Data.SqlClient.SqlException: Invalid object name 'CollectForCleanupIds'.
  To resolve this error, go back online and synchronize with Microsoft Dynamics CRM. Then, go back offline again. You should then be able to send or track the e-mail message.

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Microsoft Dynamics CRM for Microsoft Office Outlook Auto Update Patch IDs and Link IDs

• Microsoft Dynamics CRM Implementation Guide Operating and Maintaining Guide:
  http://www.microsoft.com/downloads/details.aspx?familyid=1CEB5E01-DE9F-48C0-8CE2-51633EBF4714 (http://www.microsoft.com/downloads/details.aspx?familyid=1CEB5E01-DE9F-48C0-8CE2-51633EBF4714)
• CRM Client Auto Update Blog:
  http://blogs.msdn.com/crm/archive/2008/05/08/crm-client-autoupdate.aspx (http://blogs.msdn.com/crm/archive/2008/05/08/crm-client-autoupdate.aspx)

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