Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1

Windows Update installationUse Windows Update to automatically install Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1. This update rollup will be available on Windows Updates in Q4 of calendar year 2014.

You can configure Windows to automatically install recommended updates. This setting addresses noncritical problems and helps improve your computing experience. Optional updates are not downloaded or installed automatically when you use this setting.

To learn more about the settings for installing Windows updates, go to the following Microsoft websites:

Turn automatic updating on or off

Change how Windows installs or notifies you about updates
To install Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 by using Windows Update, follow these steps:

1. Click Start, and then type Update in the Start Search box.

2. In the list of results, click Windows Update.

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

4. If you receive a message that states that important updates are available or that prompts you to review important updates, select the check boxes for any updates that you want to install, and then click OK.
   
   Note Click any update for more information.

5. Click Install updates.

6. Read and accept the license terms, and then click Finish (if the update requires this action). If you are prompted to enter an administrator password, type the password. Confirm that you accept the terms if you are prompted to do this.

Manual installationTo manually install Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1, follow these steps.

1. Go to the following Microsoft Update Catalog website:

   Microsoft Update Catalog

2. In the Search box, type 2953252, 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 rollup, exit any existing Microsoft Dynamics CRM sessions, and then start a new Microsoft Dynamics CRM session.

• When you deprovision a language pack, the language settings of all Microsoft Dynamics CRM users who are using that language will revert to the default language settings. The reprovisioning process does not update the language settings of users. Therefore, users must reset their language settings in the personal options section when they log on to Microsoft Dynamics CRM 2013 Service Pack 1.

Restart requirementIf you are prompted to restart the computer, do this after you apply the update rollup.

Removal informationYou can uninstall Update Rollup 1 from a server that is running Microsoft Dynamics CRM 2013 Service Pack 1. However, make sure that you back up your databases before you uninstall Update Rollup 1. For more information, go to the following Microsoft Developer Network (MSDN) websites:

Create a full database backup (SQL Server)

Back Up and Restore of System Databases (SQL Server)

Update Rollup 1 for Service Pack 1 resolves the following issues:

• The lookup view for the Site entity in Microsoft Dynamics CRM 2013 is not sorted by name

• Recently Viewed Record List Becomes Empty After Update

• Option Set is not selected on first click

• Forms lose focus when using lookup field in CRM for Outlook

• Emails with attachments created while in Offline mode throw an error while going Online if user is set to use CRM Email form as the default email form for outlook

• Duplicate records created if Save or Save and Close is pressed multiple times

• If there is a web resource being called using a button within the ribbon and resource is updated, the updates are not shown when the CRM for Outlook client is Offline.

• Command bar disappears when you click on the button for a custom web page

• When tracking an email through the CRM Email Router, when there are two images embedded in the body and one of the images is a link to an image (url), the email that is not a link to an image gets duplicated and replaces the one with the link.

• Options Sets with no label disappear when trying to change its value

• Unable to select body in completed Email activities

• Consider the scenario where the "subjectid" field on an entity form is set to Business Required. In this scenario when "subjectid" receives focus without providing a value and then loses focus the field will thereafter show the Field Validation message "You must provide a value for Subject". This message will be displayed with the Validation Error icon even if valid "subjectid" value is provided. This validation error prevent the user for saving the record. "subjectid" getting focus without a value can be due to user interaction clicking, field getting focus form onload or by calling setfocus in jscript.

• Issue occurs moving across pages when using Next Record or Previous Record button on a form to move to second item after crossing the page boundary 1. The 'previous record' button becomes disabled after you cross grid pages 2. After crossing a page boundary the 'Next Record' is available to click but does nothing.

• Unable to configure CRM for Tablets on iOS7 devices. Not caused by a specific entity just the combination of many customized entities.Cannot uninstall Managed Solution after Service Pack 1 Product Updates have been applied

• CRM 2013 does not support CEIP Option disabling through the XML config file

• When you apply conditional formatting to a CRM view in the CRM for Outlook Client, you receive an error when changing the sort order and navigating to page 2 of this view: "There was an error displaying the records in this view."

• Date field in the Note wall displays incorrectly in en-AU environment

• Forms opened as the result of the Convert To, Set Regarding, or Set Parent ribbon actions cause the forms to be opened in the Outlook process rather than the WebFormsHost process which may cause Outlook to become unstable.

• After Applying CRM 2013 Service Pack 1, Automatic Resolution does not work when using TAB key

• Users clearing the value on a business required lookup field may notice that any onChange events attached to that field are executed twice using the field's old value.

• In an Opportunity that you have created, click + beside "Sales Team" sub-grid, select "Lookup more records" and select multiple users. When you press OK, there will be an error on the page and not all users are added.

• When programmatically making visible tabs that contain several subgrids, the size of these subgrids is not recalculated causing the layout to be scrambled.

• Daylight Savings Time rules will be incorrect for Egypt time zones after the installation of the fix it updates for Windows

• CRM accesses https://ecn.dev.virtualearth.net:443 even when you turn of Bing Map integration

• CRM reports embedded in IFRAME objects (on forms / dashboards /etc...) no longer display correctly when using Internet Explorer 9 or Internet Explorer 10

• After adding a Connections sub-grid to an entity form in Microsoft Dynamics CRM 2013, clicking on the plus(+) button doesn't open a window to add the record. Additionally, users will see a 'Error on Page' status at the bottom of the browser window.

• When navigating away from an area that links to content hosted on a different site than the CRM web, you receive a blank page and a script error occurs.

• German translation corrected for the Phone Call Activity, to show "Anrufen mit"

• 'Add Existing Competitor' button does not work as expected when you add the OOB Competitor N:N relationship to the Opportunity form navigation.

• Users migrating databases from external systems to Microsoft Dynamics CRM 2013 will experience Generic SQL Errors. Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding.

• The Business Process Error dialog that contains the debug file is not displayed when a profiled plugin is executed on a grid refresh. An unhandled exception occurs instead.

• Script error occurs when selecting a party type field in a Business Rule action

• Cannot display Notes intermittently if setting Note as the default tab of the social panel

• When trying to change the parent account relationship behavior. On the first try everything goes well but after saving and publishing all customizations any change will be not be saved. The following error is thrown: The related entity has already been configured with a parental relationship or a relationship where some behaviors cascade. Select the referential relationship type.

• Cannot switch between Product lines using arrows when Product Inline Edit View

• Cannot upgrade solutions with custom activity entities after upgrading from CRM 2011 to CRM 2013

• When the ownership of an Opportunity changes in Microsoft Dynamics CRM 2013, the ownership of the corresponding Lead also changes.

• Consider the scenario when an entity record window is a popup outside of the CRM 2013 application. When a user navigates to a related entity associated view and clicks on the Opportunity name on the form, the system takes the user back to new Opportunity form instead of returning to the form for the existing record.

• Clicking on a HTML Web Resource within an IFrame does not perform the Mscrm.SimpleInlineControlEditView.prototype.onPageClick which then forces a call to Mscrm.FormDataControl.prototype.setAttributeValueFromControl. This calls Mscrm.FormDataControl.prototype.setAttributeValue to update the value of the attribute in a newly updated text Mscrm.TextBoxControlEditView so that when script is run inside the IFrame and accessing parent.Xrm.Page the value is in correct.

• When you apply conditional formatting to a CRM View in the Outlook Client, you receive an error when changing the sort order and navigating to page 2 of this view: "There was an error displaying the records in this view."

• Users of modified Lookup views in Microsoft Dynamics CRM 2013 may notice attributes being rendered in the lookup are not part of the layout.

• When a user who has delegated access to a calendar receives a Meeting Request for another user, if they track the item in CRM and then try and set the regarding object, the appointment is never created in CRM. The appointment states, "This meeting will be tracked in CRM after it is saved or sent".

• After upgrading to CRM 2013 you are not able to import translations for display strings when other languages have been enabled and were customized prior in CRM 2011.

• CRM users who accept and track appointments received from a sender using a POP3 email provider such as Hotmail or Gmail may notice duplicate Appointments in Microsoft Dynamics CRM.

• When using Server Side Sync and configuring User’s mailboxes for Email sync, embedded images within emails are not displayed when using the web client to view the tracked email.

• When revising a quote on a form that utilizes a custom business process flow in Microsoft Dynamics CRM 2013, users will receive the following error: Unexpected Error An error has occurred Downloading the error log provides additional information: Crm Exception: Message: An unexpected error occurred., ErrorCode: -2147220970, InnerException: System.ArgumentOutOfRangeException: Index was out of range. Must be non-negative and less than the size of the collection. Parameter name: index at System.Collections.CollectionBase.System.Collections.IList.get_Item(Int32 index) at Microsoft.Crm.ObjectModel.BusinessProcessFlowServiceInternalHandler`1.NavigateToNextEntity(Guid currentEntityId, String currentEntityLogicalName, Guid nextEntityId, String nextEntityLogicalName, Guid processId, ExecutionContext context)

• When enabling filtering on a view, if the user's screen cannot display all the columns on the page simultaneously, the filtering button (funnel) covers the drop-down on the last column

• When viewing the result of a Rollup Query, an error occurs when a column is added from Account into Contract Line's Advanced Find View, and the Entity Type is set as Contract Line.

• When Accessing CRM application using the MOCA client, system deactivated views are still available and selectable from within the MOCA client

• After updating the Unsecure Configuration for one of the existing plugin steps for the ActivityFeeds.Plugins to not contain XML, it will cause the Async service to crash in Microsoft Dynamics CRM 2013.

• When attempting a lookup on a field that will be filtered by a N:N relationship, the following two errors are shown: There was an error while trying to resolve the typed in text. Please use the lookup dialog to set the value. An error occurred. Please try your search again.

• Consider this scenario where you have a CRM 2013 environment that was upgraded or has 2011 customizations imported. When customizing an Entity's new Refreshed form using the "Merge Forms" functionality some Event Handlers are merged but do not appear in the Form Properties Event Handlers section. When adding the script event handlers manually it is observed that the scripts fire twice. This occurs for any control that already has a CRM internal or manually added Event Handler on the target Refresh form.

• Mobile application fails to configure due to metadata inconsistency in views

• Users attempting insert an Email Template with an attachment into an Email in Microsoft Dynamics CRM 2013 get a dialog 'This template contains attachments. If you want attachments as a part of your email. Click Cancel. Save the email, and then re-apply the template. To continue without the attachments, click OK.” even if the email has been saved previously.

• Users of the Microsoft Dynamics CRM 2013 Client for Outlook are prompted to enter credentials when downloading attachments.

• When selecting a Price List, while adding Existing Products within an Opportunity, the Price List selected using the default view "Price List Items in Entity Price List" would only show the Product icon and not the name of the Product.

• When opening a record containing a reference to a child record using a quickview control, that does not have access to the child record will prevent you from opening the parent record, resulting in a privilege error despite you have full permissions on that parent record

• Realtime workflow on a partylist field picks up the wrong field value

• When you upgrade to Service Pack 1 CRM 2013 and you have workflows that contain wait conditions on attributes the wait conditions may fail if they are NOT of the following attribute types DateTime Status Boolean Decimal Float Money Integer Picklist/OptionSet This occurs if you have enabled the OrgDbOrgSetting: ActivateAdditionalRefreshOfWorkflowConditions

• When you attempt to export a view to Excel from the explorer ribbon in the CRM client for Outlook an error is received. The error is received if the view that you are exporting contains attributes from related entities and the total number of attributes is 10 or greater. This begins to occur after Service Pack 1. Useful error information can be obtained from the server platform traces Platform Error: >Crm Exception: Message: Number of link entities in query exceeded maximum limit., ErrorCode: -2147204339

• Secondary category picklist values are not sorted in comparison charts even if an order is specified in the chart definition.

• Selecting multiple products causes duplicated Product line records in SalesOrder

• While setting the SetRegardingLookupDefaultEntityType OrgDbOrgSetting in Microsoft Dynamics CRM 2013, the setting is correctly applied but the Lookup dialog for Regarding attributes defaults to the Account entity rather than the entity specified in the setting.

• SQL CE CommitMode.Deferred transactions do not always commit, causing duplicated tracking tokens

• The returned DBCS display value from inline lookup create displays incorrectly

• Two Account/Contacts field in 'Add Data Value ' while inserting/updating E-Mail Template for Opportunity. One of them is inserting blank value with no indicator if which one is working and which one is not

• After adding a Connections sub-grid to an entity form in Microsoft Dynamics CRM 2013, clicking on the plus (+) button doesn't open a window to add the record. Additionally, users will see an 'Error on Page' status at the bottom of the browser window.

• Users in Microsoft Dynamics CRM 2013 receive "An error has occurred. Please return to the home page and try again." error dialogs when deleting more than one product at a time from an Opportunity, Sales Order, Quote, or Invoice record.

• Users of Microsoft Dynamics CRM 2013 are not able to create a parental relationship between two custom entities if the related entity has an attribute with the Image data type.

• Users of Microsoft Dynamics CRM 2013 who have configured SQL Reporting Services to run under a service account from a trusted domain will see the following errors when attempting to run a report: An error has occurred during the report processing. (rsProcessingAborted) Cannot create a connection to data source 'CRM'. (rsErrorOpeningConnection) System.DirectoryServices.DirectoryServicesCOMException: There is no such object on the server.

• Unable to search the Opportunity Product by Product ID after clicking on '+' option on the inline items sub grid for Existing Product on the Opportunity form.

• Users attempting to set the state of an Appointment to Scheduled by setting the Status Reason field in Microsoft Dynamics CRM 2013 Service Pack 1 are unable to do so because they only have the Free and Tentative option values.

• When a team owns a record and that record is also shared with that same team, no user is able to remove the sharing from that record

• Exceptions that originate from an asynchronous plugin's constructor will cause the Microsoft Dynamics CRM 2013 Async service to terminate.

• When you have custom scripting on an entity form that executes the Xrm.Page.ui.getFormType function you may receive Invalid Operand to 'in' exception either in the UI or when you debug your custom script. This error will occur after calling Xrm.Page.ui.getFormType only after one of the following actions is taken on the form Adding a competitor to a sub grid Adding a new access team member to a sub grid Removing an access team member from a sub grid Adding a connection to a sub grid Updating the role on an existing connection in a sub grid

• You receive the below error once you enter the text in any Activity, Task, or Notes after entering text with '@'symbol in the POST's under Social Pane of any record. "Access Denied. This form is no longer available. As a security precaution, Microsoft Dynamics CRM does not automatically resubmit your information for you. To continue, close and reopen the form, enter your information again, and then save the form." This issue appears on all Refreshed forms which have Social Pane.

• When two entities have an N:N relationship and a new subgrid is added to one of the entity forms, it will not display the + icon.

• Cannot configure CRM mobile application due to failed metadata loading when LabelText is missing

• If a business rule is defined on an entity with conditions that include where a field "does not contain data", when an existing record is opened and the value in that field is removed the business rule is not fired.

• Required Attendees not populated with Contact when related Appointment created from Contact

• CRM 2013 Server Side Sync fails for users randomly with "This operation can't be performed because one or more items are new or unmodified."

• When you apply conditional formatting to a CRM View in the Outlook Client, you receive an error when changing the sort order and navigating to page 2 of this view: "There was an error displaying the records in this view.".

• Selecting value from dropdown doesn't select the value

• In an opportunity that you have created click + beside "Sales Team" sub-grid, select "Lookup more records" and select multiple users when you press OK there will be an error on the page and not all users are added.

• Duplicate records created if Save and Save and Close is pressed multiple times

• DST changes for Russian time zones

• Date field in note wall displays incorrectly

• DST rules will be incorrect for Egypt time zones after the installation of the fix it updates for Windows which reflect changes to DTS as announced by the Egypt government

• Two account/contacts field in 'Add Data Value ' while inserting/updating E-Mail Template for Opportunity. One of them is inserting blank value with no indicator of which one is working and which one is not

• When you navigate to a view for related records you will not see the name of the view or have the ability to switch to another view.

• Multiple accessibility-related issues were fixed for the visible text contrast ratio to meet the default contrast requirement of 4.5:1. The main areas addressed are Grids, Forms, Activity Feeds, the Notes control, the Process control, and Tiles.

Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 contains no hotfixes or updates that you must configure manually.

The third-party products that this article discusses are manufactured by companies that are independent of Microsoft. Microsoft makes no warranty, implied or otherwise, about the performance or reliability of these products.

Click here to download Update Rollup 1 for Service Pack 1 file information packages