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2011

Prices can change on fulfilled orders

UPDATE - Behaviour has changed

I retested the scenario below in CRM 2016 and the behaviour is now different. To summarize the behaviour in CRM 2016:

Microsoft Dynamics CRM December 2012 Service Update Training Videos

Microsoft has released a series of videos on the December 2012 Service Update. The videos are hosted on the msdyncomm YouTube channel.

Changes to quick find/search in the CRM Client for Outlook

In the RTM version of the CRM Client for Outlook search (or Quick Find) behaved differently from the web client. Update rollup 7 changes the behaviour so that the CRM Client for Outlook and the web client behave in the same way.

This podcast by the Microsoft Premier Field Engineering team on update rollup 7 briefy discusses the change at 17m 20s.

Cross-browser support in Polaris and UR12

Cross-browser support is added in Polaris and Update Rollup 12 for certain versions of Firefox, Chrome and Safari as described in this article http://support.microsoft.com/kb/2784954

A specific Ipad client is not planned for the Polaris release though it is planned for a release later this year.

Review this video on YouTube http://www.youtube.com/watch?v=YtkeU-IOHEY&feature=player_detailpage#t=147s

Could not find GUID for server

I've had a situation where users could not access CRM and an error similar to "could not find GUID for server" was logged in the application log for the web server.

I discovered a resolution described at this link http://cognettacloud.com/?p=700

Date and time operators in Advanced Find

Fellow MVP Gonzalo Ruiz has put together an article on how date and time operators behave in Advanced Find. Check his blog out at this link http://gonzaloruizcrm.blogspot.ca/2012/07/date-and-time-operators-in-crm-explained.html

Changes in the "Polaris" UR12 update

Changes in both On-premise Update Rollup 2 and December 2012 Service Update for Dynamics CRM Online (Polaris)


Sample data and fonts are different

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Price List Items

When faced with the task of creating large numbers of price list items, you may be tempted to use the Import Data Wizard to import and therefore create price list item entries. My advice is don't do this for two reasons:

Date fields and time zones

The Problem

Dynamics CRM does not provide date only fields. Although date fields may be configured to show the date only, internally the time is stored as well. The time that is stored is usually the time in UTC that corresponds to midnight in the user’s time zone. This may cause date fields to show different values depending on the time zone of the user.

Order Fulfillment

When orders are fulfilled in CRM the status of the order is changed and an order close activity is created.

Complete an order using Fulfill Order on the ribbon

In the web interface, orders can only be fulfllled one at a time using Fulfill Order on the ribbon in an order form. This button is not shown in lists of orders.

When an order is fulfilled the following changes are made:

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