Usual CRM Update – Rollup 11
June 7, 2010 1 Comment
Roll-up, roll-up, read all about it. Yes, the usual updates for Dynamics CRM 4 have been released and you can download the components and versions you need from this page. The knowledgebase article kb981328 has the detailed information about Update Rollup 11 for Microsoft Dynamics CRM 4.0, including the prerequisites:
You must have Microsoft Dynamics CRM 4.0 installed to apply this update rollup. Update Rollup 7 is a prerequisite for Microsoft Dynamics CRM for Microsoft Office Outlook and Microsoft Dynamics CRM Data Migration Manager.
Update Rollup 1, Update Rollup 2, Update Rollup 3, Update Rollup 4, Update Rollup 5, Update Rollup 6, Update Rollup 7, Update Rollup 8, Update Rollup 9 and Update Rollup 10 are not prerequisites for the server section of Microsoft Dynamics CRM.
Additionally, you must have Microsoft .NET Framework 3.5 Service Pack 1 installed to apply Update Rollup 11. To obtain Microsoft .NET Framework 3.5, visit the following Microsoft website: Microsoft .NET Framework 3.5 Service Pack 1 (http://www.microsoft.com/downloads/details.aspx?FamilyID=ab99342f-5d1a-413d-8319-81da479ab0d7&DisplayLang=en)
Note that for the server component there is no prerequisite, this rollup can be installed on a base installation (plus MUI if you have multiple languages installed). For the Outlook client you need rollup 7 (same goes for the data migration manager), and for new client installations you can just install the Outlook CRM client with rollup 7 already slipstreamed in. I must admit I find it annoying that the client install is not set up with a proper manifest to trigger UAC elevation – you have to remember to do “run as administrator” (if you are not using the deployment management tools, as many small businesses may not bother to do). The fact that programs prompt me rather than having to remember to do this is one of the reasons I like UAC (since I never run my client machine with local admin rights).
Update Rollup 11 highlights.
There’s all sorts of little fixes and updates in this rollup. A couple that I have seen referenced around the support forums and newsgroups causing problems for people which now claim to be fixed in UR11 are:
- Windows Internet Explorer crashes or stops responding when you use the Advanced Find view on a computer that is running Windows 7.
- Reminders for Microsoft Dynamics CRM activities appear in the Microsoft Dynamics CRM client for Microsoft Office Outlook even though the task for the activities is set to Complete in the Microsoft Dynamics CRM Web client.
I have not seen this behaviour at all:
- Assume that you have a phone call activity that uses a contact or an account as a recipient. After you delete the contact or the account, you cannot open the phone call activity.
Then again I would pretty much never delete an Account or Contact (I would deactivate them instead) except in cases where I have set up a dummy just for some testing or demo purposes. Usually I would advise that almost no-one should have or need the rights to actually delete these kind of records – how bad would it be if someone accidentally (or maliciously) deleted your top ten customer or prospects from your database?
Outlook 2010 gets proper Ribbon group for CRM
For me, this one is the biggie:
- The Microsoft Dynamics CRM buttons are displayed on the Add-ins tab. You expect the buttons to be displayed on the Microsoft Dynamics CRM ribbon or on the Home tab in the Microsoft Dynamics CRM 4.0 client for Microsoft Office Outlook 2010.
Office 2010 was released last month and Update Rollup 10 cam out at about the same time. Considering the Outlook 2010 beta had been around for so long, and the RC was available within MS and to a very small number of external third parties as well, and the RTM code should have also been usable before the unwashed public could actually download or buy it, I was pretty disappointed to see that the main CRM toolbar was relegated to the Add-ins Ribbon while working in your main screen such as mail inbox, calendar or contacts. Admittedly, individual record types such as contact, appointments and emails had their own buttons in the Ribbon, but not your main, central screen where you manage your work. So before Update Rollup 11, you would have to go to the Add-ins tab to find CRM actions (as shown below, click for larger version).
This was frustrating, and a step backward from using Outlook 2007 where the toolbar was always available. After installing Update Rollup 11, your main Outlook toolbar looks like this:
So, that Ribbon group which is on the right hand end when you are in your Mail items, and nearer the middle when in Calendar or Contacts, looks like the screenshot below. So you can track items, set regarding, and even start creating new activities or any other record type, straight from the Ribbon.
You should note that because the CRM add-in is now loaded after Outlook starts, so that you can get started sooner rather than waiting, you may get a scary effect where none of the the drop-down buttons have anything in them if you try to use them straight away, so New Activity, New Record and More seem to have no options, as seen below. This can take a minute or so before they are ready, especially the first time it loads after the update (or that’s how it seems to me – it gets populated much faster now, and is available in ten seconds or so)
New help files!
Or not, as it turns out.
Somewhat misleadingly, the rollup description includes the same boilerplate as previous releases about the fact that there is “a separate update to Microsoft Dynamics CRM 4.0 Help” which you are encouraged to download and install. Don’t get too excited though, this is the same “update” which came out in September 2008, between UR6 and UR7. So if you are installing CRM from scratch, or never got round to doing this before it is useful to get the newer version of Help for on-premise CRM but otherwise there’s nothing to see here, move along.
Do you manage to keep up with the rollup updates? Do you trust them and install straight to production, or do you have a test or development environment you put them on first? Have you had problems installing any of them or had to roll back?