Views:

Overview

When you are upgrading from a version prior to 1.0.0.429  you need to perform additional steps over the standard solution import. This is needed as many new features have been added & we wanted to provided an easy way to activate these for users on previous versions.

Note 1: If you just install version 1.0.0.429 into a new MS CRM environment then there is no need to go through the upgrade steps.

Note 2: Version 1.0.0.429 will only work with Dynamics 365 2011 UR 12+ or any version of Dynamics 365 2013

Note 3: If there are any issues or you receive any further error messages please contact our support team via this website or email support@north52.com

Upgrade Solution Steps

The upgrade steps are outlined below,

  • Navigate to the North52 Configuration record within Dynamics 365
  • Select the 'More Commands' option on the Command Bar
  • Click the 'Run Workflow' option
  • Choose the Workflow named 'N52 Solution Upgrade (1.0.0.429)' & execute this workflow
  • You can check the status of the Workflow under Settings -> System Jobs.

   




    

Upgrade Formula Steps

As part of this version we have made a change to the parameters of the CreateRecord() & UpdateRecord() functions. If you are using either of these two functions you will need to perform the steps below. In the past for these functions you would have set field values as follows,

  • UpdateRecord('account', [account.accountid], 'description.The quick brown fox') 

This syntax has now been deprecated & needs to be replaced as follows,

  • UpdateRecord('account', [account.accountid], SetAttribute('description', 'The quick brown fox') )

The best way to find all the formulas that need changing, is to perform a wildcard search on the formula entity for these 2 strings,
   *updaterecord*
   *createrecord*
   
You can now open each formula make the change as show above & click save.

Upgrade Data-Maps Steps

There was one change made to a pick-list called 'Mode' on the formula entity. It had the following items renamed, 

  •  'Client Side Classic' to 'Client Side'
  •  'Client Side Classic & Server Side' to 'Client Side & Server Side'

This means that if you are on a previous version of the product your data-maps (for import formulas) will be out of date. The following set of steps will updated the data-maps with the latest versions,

  • Navigate to the North52 Configuration record within Dynamics 365
  • Select the 'More Commands' option on the Command Bar
  • Click the 'Run Dialog' option
  • Choose the Dialog named 'N52 Maintenance Operations' & execute this Dialog.
  • Choose from the set of operations the one named 'Install \ Refresh data Maps', click Next & then Finish.







Deployment Solutions

A new feature in the 1.0.0.429 release is the ability to deploy formulas & schedules via a solution called 'North52 Business Process Activities Deployment'. We have this online knowledge base article that describes this process,

https://support.north52.com/knowledgebase/articles/294621-how-to-north52-bpa-deployment

In terms of the upgrade if you want to use this feature to deploy formulas & schedules from your dev->test->production CRM systems  then the following steps are required,

Note if you have any formulas of type AutoNumber then you need to carry out these additional upgrade steps,

  • Before you delete the formulas from the above set of steps 
  • In the destination CRM system open up each formula of type AutoNumber and make a note of the AutoNumber field value. (i.e. the current value of the autonumber)
  • Now after you have imported & published the deployment solution 'North52 Business Process Activities Deployment'
  • Open each formula of type AutoNumber and put back the appropriate AutoNumber field value
Keywords: Scheduler, AutoNumber, CreateRecord, UpdateRecord, SetAttribute, Formula Manager