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2013

CRM 2013 Update Rollups and Service Packs

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:

  • Update Rollup 1
  • Update Rollup 2
  • Update Rollup 3
  • Service Pack 1
  • Update Rollup 1 for Service Pack 1

Confused? You and many others.

Updates for the original RTM release of CRM 2013

As of the 2013 version Microsoft stated that Update Rollups would not add new features as occured with CRM 2011.

Charts and Currency Fields

When creating charts that use currency fields you might wonder, as I did, how aggregration of records on a currency field works when there is a mix of records that use different currencies.

Report Error - Select or Execution permission denied

I encountered an on-premises CRM organization where some reports did not run, instead a rsProcessingAborted error is shown. In situations like this, it often helps to look at the Event Viewer on the Reporting Services server. I found errors similar to the following:

Edit Multiple Records - fields missing

If the address on an account record changes, the addresses for any related contacts are not changed. At first it seems that you have to edit each contact record separately which will of course be time consuming. However, a trick I learnt in the early days of CRM is to select the related contacts and then click Edit to open the Edit Multiple Records window where you can type the new address once and update the related contacts (this only works for up to 250 contacts at a time because you are limited to editing one page at a time).

User view, Disabled users consuming licenses

You might have seen the view, Disabled users consuming licenses for users and wondered what it means. In CRM on-premise a disabled user does not require a license so what is the view showing.

If you look at the definition of the view in Advanced Find you see an error because Advanced Find can't show the query. Delving in the database, shows that the FetchXML for the query is:

What's new in CRM 2013 SP1, Spring 14

The updates to CRM released in May 2014 (known as the "Leo" release) bring many new features. Here is a list (not necessarily exhaustive):

FetchXML Field Types in SSRS

When creating reports that use FetchXML, some field types are returned with two fields, the name of the field and the name of the field with Value appended, fieldValue.

The table shows the field types that I found that have a Value version. Other CRM field types only return one field and are of type String.

Multi-series charts

When you create a chart with multiple series, the chart editor insists on adding a secondary y axis scale. This is probably something that you don't want because if you have two or more series comparing similar items the scaling will be different for each series.

There is no way to remove the secondary y axis scale in the editor. However, it can be removed by editing the chart XML. To do this:

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