Service Update 12 for Microsoft Dynamics 365 9.1.0

Performance Improvements

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

• Incremental system-wide performance improvements have been made in this update.

Unexpected Behavior

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

• No information displayed in posts generated with a workflow in Unified Interface.

• The Search button appeared when hovering over the Owner field on a case form, even when the field was Read-Only.

• Hovering over the blank section of a post in the social pane resulted in the following message: "There aren't any posts to show. To get started, add a post."

• Instead of moving the cursor to the next record or field, manually changing the DateTime field's Date value and pressing Tab resulted in the Date value being highlighted again.

• When a column width was specified in the tab layout settings, the setting was reflected on WCI but not on UCI.

• Stacked bar charts contained two categories with the same color, instead of four unique colors.

• The Notification icon overlapped a text field instead of appearing to the left of it.

Repaired Functionality

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

• Appointments could not be created through the Quick Create form.

• No queues loaded when 'All Items' was selected from the first drop-down menu, and 'All Public Queues' was selected from the second drop-down menu.

• Solutions' IDs were not updating (i.e. v1 to v2) after the solutions were updated.

• Unnecessary space was added to a custom logo when switching from Web Client to UCI.

• Opportunities could not be closed in Sales Hub.

• Selecting a tab that shares the same name as a related entity on the same form resulted in duplicate tabs being created.

• An update was mistakenly registered when a field was updated to the same value.

• The company name was missing from an editable grid using the "My Open Leads" view.

• The autofill option did not fetch the data in United Interface.

• Importing solutions into newer CRM organizations failed when the solutions were exported from older CRM organizations.

• No records appeared when a string was entered into the Regarding field of an email record.

• Reports displayed the wrong info on the Modify By field.

• The first editable field's data was automatically deleted when a user clicked on a device keyboard on the field that popped out.

• Spaces could not be typed into an editable grid.

• On any entity record form, the lookup field value was deleted when the user selected the value and attempted to use keyboard shortcuts beginning with ALT.

• Fields on the form editor could only be moved once when using the arrow keys.

• Web resources displayed multiple texts on iPads instead of single texts.

• Some appointments would not display when using the activities "Due" filter.

• The "Allow quick create" setting for entities "Playbook Category" and "Property Option Set Item" could not be selected/deselected.

• Users could be disabled but not deleted.

• Creating a stakeholder on the opportunity stakeholders subgrid resulted in the creation of a second empty stakeholder.

• When a required field inside the header of a form was not filled, and an attempt was made to save the custom entity form, the validation message that appeared was missing the validation icon behind the field.

• Users could not send embedded videos in emails.

• Host forms were not loading properly.

• Forms froze when users scrolled to the bottom of a form.

• A blank page appeared in UCI instead of an account record when the default tab was not available on a phone.

• The post record did not appear on the timeline when the case record was opened from the CSH application.

• Users with "Write" product privilege could not remove bundle products from the product bundle record.

• The Excel Template button was not visible on the Connection entity.

Error Messages, Exceptions, and Failures 

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

• An error occurred when sorting by the Primary Entity view and then scrolling to page 2 of processes.

• The Convert to Opportunity dialogue window appeared in a shrunk form, requiring users to manually resize it before it was usable.

• An error intermittently occurred while the Dynamics 365 App was pinned in Outlook.

• No alert appeared when cross-entity navigation occurred.

• An error occurred when attempting to delete a solution.

• An error occurred when attempting to create a record or open an existing record in the Access Team Template.

• An error occurred when attempting to open a Sales Attachment record from the Sales Literature form subgrid.

• An error occurred when attempting to add Social Insights to the Account form.

• An error occurred when attempting to add a stakeholder using the + button from the stakeholder subgrid.

• When a contract was updated, a background process failed with an error.

• An error occurred when attempting to perform the bulk delete action.

• An error occurred when running a search in Quick Find.

• An error occurred when attempting to perform an upgrade.

• When the Lead Type field was placed in the second column of a sub-grid, the Lead form errored out instead of loading.

• An error occurred intermittently when sending emails, resulting in some emails that were stuck in a Pending Send status.

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