Microsoft Dynamics CRM 2013 Update Rollup 2 Now Available

Microsoft Dynamics CRM 2013 Update Rollup 2 (UR2) is now available from the Microsoft Download Center. UR2 includes four major compatibility updates as well as a myriad of hotfixes.

Important updates include:

  • Support for Windows 8.1 for the web application and CRM for Tablets
  • Support for Internet Explorer 11 for the web application and CRM for Tablets
  • Support for Safari using the web application and CRM for Tablets using the tablet app for iPad Air
  • Windows Server 2012 R2 for Microsoft Dynamics CRM 2013 Server

UR2 also includes hotfixes for several dozen issues that have cropped up since CRM 2013 was introduced.

Issues addressed include:

  • When using the Upgrade Wizard, an error message appears with a red flag in the System Checks window: “The product key is not compatible with the installed version of Microsoft Dynamics CRM.”
  • The CRM for Outlook client is unresponsive during startup.
  • The telephone field is not populated correctly when a telephone call activity is created from an existing lead or contact.
  • Some records are duplicated if the user clicks the Save or Mark Complete buttons more than once.
  • The field alignment settings are not respected on Microsoft Dynamics CRM 2013 forms.

You can read more about Microsoft Dynamics CRM 2013 UR2 here.

Download Update Rollup 2 for Microsoft Dynamics CRM 2013.

 

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Enable CRM Online 2011 e-mail tools

Many subscribers of Microsoft Dynamics CRM Online 2011 enjoy the integration offered by the CRM Online 2011 for Microsoft Office Outlook client, which gives them the ability to access CRM Online 2011 through the Outlook interface. When using the client, you gain access to a few additional features included with CRM Online 2011 at no extra cost, such as automatic tracking of e-mail messages, contacts, and appointments.

A commonly overlooked and underappreciated feature of the client that is disabled by default is its ability to send e-mail messages generated from CRM Online 2011 using Outlook. There are several scenarios in which e-mails may be generated by Microsoft CRM Online. If you are a marketing expert, it is likely that you regularly use campaigns to send e-mails to your customers regarding new products or promotions. You may have had a workflow created through Microsoft Dynamics CRM Online customization and configuration that sends e-mails triggered by database changes, such as the addition of a new customer. Subscribers who take advantage of reporting can also automate the reporting process by regularly e-mailing dynamic reports to specific recipients at specific intervals.

The only real drawback of e-mail sending, as we mentioned above, is that it is not enabled by default when you install the Microsoft Dynamics CRM for Outlook client. That’s really not too much of a hassle though, as enabling the feature is quick and pain-free. We’ll walk you through it below.

No special privileges are required to perform this task.

From within Microsoft Outlook (see below), open the File menu, select CRM, and click the Options button.

 Enable CRM Online 2011 e-mail tools

The Set Personal Options window opens (see below). In the E-mail tab, check the first box titled Allow Microsoft Dynamics CRM to send e-mail using Microsoft Dynamics CRM for Outlook and click the OK button to save your changes.

 Enable Microsoft CRM Online 2011 e-mail tools

We told you this would be an easy one! As always, there are various quick tips, quick tricks, and informative articles available on this blog, which is authored and managed by xRM.com. If you are looking for some more in-depth ways to make CRM Online 2011 work for your business, the CRM Success Portal is a great place to start.

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Alert: 12/29/2011 .NET security update should be installed by all users of Microsoft Dynamics CRM

A vulnerability in the Microsoft .NET Framework was discovered during a routine security conference on December 28, 2011. The vulnerability allows an attacker to gain unauthorized access to any application using the .NET Framework, including partner-hosted Microsoft Dynamics CRM, on-premise Microsoft Dynamics CRM, and Microsoft Dynamics CRM Online.

Microsoft released a security update the next day, fixing this vulnerability and three privately-reported vulnerabilities.

The security update is available for automatic download and installation through Windows Update. We recommend our readers use Windows Update and either search for updates manually or enable automatic updates.

The security update is also available for download on Microsoft security bulletin MS11-100.

Affected Software:
Microsoft .NET Framework 1.1 Service Pack 1
Microsoft .NET Framework 2.0 Service Pack 2
Microsoft .NET Framework 3.5 Service Pack 1
Microsoft .NET Framework 4

Affected Operating System:
Windows XP
Windows Vista
Windows 7
Windows Server 2003
Windows Server 2008

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