c360 Record Editor Version Release Notes

Transcription

1 Page 1 of 12 c360 Record Editor Version Release Notes Description of changes between and Note: Product supports CRM Roll-up 5. New Features Feature ID GEN - User Should be able to install and work with c360 Products in Claims Based Environment. User will be able to work with c360 Products in Claims Enabled Environment. Note: For claims based environment the below mentioned needs to be updated in Claims Based Environment. <httpmodules> <clear /> S503GEN3705 <add name="maporg" type="microsoft.crm.maporgengine, Microsoft.Crm, Version= , Culture=neutral, PublicKeyToken=31bf3856ad364e35" /> <add name="crmfederatedauthenticationmodule" type="microsoft.crm.authentication.claims.crmfederatedauth enticationmodule, Microsoft.Crm, Version= , Culture=neutral, PublicKeyToken=31bf3856ad364e35" /> <add name="crmsessionauthenticationmanager" type="microsoft.crm.authentication.claims.crmsessionauthen ticationmanager, Microsoft.Crm, Version= , Culture=neutral, PublicKeyToken=31bf3856ad364e35" /> <add name="orghandler" type="c360.httpresponsehandler.responsehandler, c360.httpresponsehandler" /> </httpmodules>

2 Page 2 of 12 Feature ID S503RED2392 RED - Users can access "Add a New Record Inline" from an button in the menu bar as well as under "More Actions". User will be able to add new record from the Add a New Record Inline Button from the menu bar. Fixed Issues Defect ID EventVwr c360 Information gets continuous Logged in eventvwr as mentioned. D503GEN c360.toolkit.logging.logger [(null)] - IServiceConfiguration<XRMSDK.IDiscoveryService> GetDiscoveryserviceConfiguration with info Authentication Type :Federation Current Service End Point : System.ServiceModel.Description.ServiceEndpoint Current IssuerMicrosoft.Xrm.Sdk.Client.IssuerEndpoint 2. c360.toolkit.logging.logger [(null)] - IServiceConfiguration<XRMSDK.IDiscoveryService> Authenticating With User Name:<domain>\<username> is Successful The fix will ensure that the above mentioned eventvwr message will not get logged. GEN Missing the following key error on clicking Buttons inside c360 settings -> Global Configuration Center in Windows server 2008 R2 with IE9. D503GEN5717 This is not an issue. It is related to the settings in IE. Fix for the issue: In Internet Explorer, on the Tools menu, click Internet Options. On the Advanced tab, clear the Do not save encrypted pages to disk check box. Refer Note: The same settings needs to be applied in IE if Missing key is displayed on clicking the c360 product link.

3 Page 3 of 12 Defect ID D503GEN5770 Eventvwr - c360 Information gets continuously Logged in eventvwr in Claims Environment. User need to update the web.config as mentioned in S503GEN3705. D503GEN5734 GEN - The links are not getting removed after un-installing the products from Control panel in https enabled environment. The fix will ensure that product links gets removed on uninstallation of products from Control Panel in https enabled environment. Known Issues S503RED3767 RED - New Button should be disabled for an user with nocreate permission for entity record. D503RED5797 GEN - Uninstallation of c360 product will not remove the c360metadatareaderrole. D503RED5798 RED UI of No of records displayed in RED grid should be same as number of records displayed in CRM grid. D503GEN5808 Gen - Uninstallation is not removing the product/c360 Settings link in Claims Environment.

4 Page 4 of 12

5 Page 5 of 12 c360 Record Editor Version Release Notes Description of changes between and Note: Product supports CRM Roll-up 3. New Features Feature ID S502GEN2975 GEN - Administrators should have the ability to scroll on the "UpdateConfig Files" screen in Global Configuration. User will now be able to scroll bar in order to move down the c360 Settings > Configuration Center>Global Configuration>Update Config File Page. S502RED3643 Users will be able to edit records within the subgrid on Entity Record forms via RED icon in the Ribbon. S502GEN3655 Refactoring customization engine to improve the CRM Integration performance in all the product installers. User will now be able to perform CRM Integration without much delay. Fixed Issues Defect ID D501RED5634 RED - "CREATE" field permissions are not working as expected in RED with non-admin user. For a custom attribute which is enabled for Field Level security 1.User will be able to add new record inline and add custom attribute value. The Value entered will not be visible in the RED Grid. Once Saved, the field shouldnot be editable. 2.User will not be able to view the values for custom attribute. The Field shouldnot be editable.

6 Page 6 of 12 Defect ID 3.On Clicking Edit Records, user shouldnot be able to view the values for custom attribute.the Field shouldnot be editable. RED - Unable to create record with READ and UPDATE permission while adding through new record in line with custom attribute. For a custom attribute which is enabled for Field Level security D501RED Custom Attribute column should be editable but user shouldnot be able to view the same. 2.The Custom-Attribute Field Should be editable but user cannot view the value. 3.User should be able to add new record inline and add custom attribute value. The Value entered will not be visible. 4.The Field should be present for Bulk Update. 5.User should be able to perform Bulk-Update. Once update user cannot view the value. D502RED5700 RED - Custom Attribute is not available in my account view. The fix will ensure that Custom Attribute should be available in my account view of RED. RED - Proper validation message should be displayed if look up field is a mandatory field. D502RED2657 The fix will ensure that proper validation message gets displayed when record is saved with no data for Entities with look up field as a mandatory field, say Opportunity or Invoices. RED - Estimated Revenue field of Opportunity record (if System Calculated) should be read-only in the grid. D502RED2749 The fix will ensure that Estimated Revenue field of Opportunity record when System Calculated should be read-only in the grid.

7 Page 7 of 12 Defect ID D502GEN5638 D502GEN5641 GEN: Print Preview does not work in Outlook Client. Print Preview works in Outlook Client when outlook is run with Administrative Privileges. GEN - Performance issue in core productivity pack installer Installation takes around 10 mins compared to 40 mins for the product to get installed in test Environment. D502RED2380 RED - The custom icon is visible when the user applies Bulk Update to a 1: N relationship type attribute. D502RED2381 RED - In a custom attribute of type URL, " is now getting appended to the data input into the box. RED - Setting time field is not saved - defaults to 12:00 AM. D502RED5374 The fix will ensure that when a user enters the time/date in an empty date/time field, the time gets saved and does not get defaulted to 12:00 AM. D502RED5500 RED - Unable to Add Contacts to Contact Marketing List using RED RED Popup Blocker message. D502RED5663 Popup blocker message does not get displayed after disabling popup blocker when the user browses to RED-->More Actions -->Add to Marketing List-->New Trouble Shooter - Updation In Trouble Shooter Page. D502TSH5701 The troubleshooting page is updated with the following entries: 1) CRM Web Service URL - Validates the URL by submitting a Web request and checking the response content type.

8 Page 8 of 12 Defect ID 2) CRM Web Service - Creates a CRM Service object and executes a fetchxml on 'license' entity and checks the results. D502GEN5705 Gen -Multiple spaces are displaying as single space in description field. The fix will ensure that Multiple spaces are not displayed as single space in description field. D502GEN5706 Uninstallation of CPP doesn't remove the product links from MSCRM. The fix will ensures that Uninstallation of CPP removes the product links from MSCRM. Known Issues RED - Error message in event viewer during RED upgrade from to (n-1 IFD). D502RED5731 On upgrading from RED to 5.0.2, "Discovery Service Execution Failed even with Impersonation of adminobject reference not set to an instance of an object " gets logged in the eventvwr. D502RED5733 RED - Added inline record (created in CRM) does not gets displayed in RED grid after saving when opened from advanced find or ribbon link. D502GEN5734 GEN - The links are not getting removed after un-installing the products from Control panel in https enabled environment. D502GEN5715 EventVwr c360 Information gets continuous Logged in eventvwr.

9 Page 9 of 12 c360 Record Editor Version Release Notes New Features S501RED2350 RED - Installer will be able to add/remove RED from CRM 2011 with the same configuration abilities as v4 S501RED2358 RED - All features and functions available in v4 will be available in CRM2011. S501RED2351 RED - User will be able to launch RED in CRM from My Work in the left navigation to edit records in the grid in page. S501RED2355 RED - User will be able to launch RED in a new window from the Advanced Find Search Results page. S501TK2481 TK - User should be able to edit the Entity record field in grid based on field level security S501GEN2475 GEN - Users will be able to use c360 products with the Outlook client. S501GEN2504 GEN - c360 products should work with a host header. S501GEN3619 User should be able to work with all the c360 products in an IFD environment.

10 Page 10 of 12 S501GEN2506 GEN - c360 Product should work in a split server environment. S501GEN2505 GEN - c360 products should work in a load balanced environment. S501CPP2611 GEN - Users should be able to install/uninstall the Core Productivity Pack with one installer S501GEN2356 GEN - Users can access products and 'About c360' via c360 tools with the same functionality as in v4. Known Issues D501GEN5638 GEN: Print Preview does not work in Outlook Client. GEN - Error in accessing product link in NLB Environment. D501GEN5640 When clicking the product link for inside the node, Object Reference not set to an instance of an object gets displayed at times. Workaround Browsing the product as Local Host resolves the issue most of the time. D501GEN5641 GEN - Performance issue in core productivity pack installer Installation takes around 40 mins for the product to get installed in test Environment. XXXXGENXXXX IFD: Sessions gets expired in every mins. Displays message Singing out from all Application. C360 Application works fine after re logging.

11 Page 11 of 12 Note : Refer link D501GEN5643 IFD - Next Button in CRM Cluster Screen during installation. Next Button needs to be clicked twice to navigate to the Discovery Service URL Screen. D501GEN5661 GEN - Uninstall for two organizations out of three, shows installation summary that product is installed for Two organizations RED Incorrect message in Detect Duplicate D501RED5662 "Enter a start time that is later then the current time" message gets displayed when StartTime is selected for Selected records in RED-->MoreAction-->DetectDuplicates. RED Popup Blocker message. D501RED5663 Popup blocker message gets displayed even after disabling popup blocker when the user browses to RED-->More Actions -->Add to Marketing List-->New GEN CRM Server Cluster URL D501GEN5648 The URL appears to be blank in Load Balancing Environment in c360 Settings -> Configuration Center -> c360 Product -> Integrate Tab. D501GEN5650 GEN Product Link in c360 Tools Products links does not gets displayed after installation of product in c360 Tools. After reintegration, the links appear.

12 Page 12 of 12 D501GEN5668 UI Configuration Center. Scroll Bar should be available in c360 Settings -> Configuration Center. RED - "CREATE" field permissions are not working as expected in RED with non-admin user. D501RED5634 When an user doesnot have create permission for a custom attribute which is enabled for Field Level security and the user tries to add an inline record with value in the custom attribute field, the record will not get saved. Workaround is to give create permission for the user. RED - Unable to create record with READ and UPDATE permission while adding through new record in line with custom attribute. D501RED5635 When an user doesnot have create permission for a custom attribute which is enabled for Field Level security and the user tries to add an inline record with value in the custom attribute field, the record will not get saved. Workaround is to give create permission for the user.