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CRM 2013 Online to CRM 2015 Online Upgrade Findings

  • Article

Findings

 

Issue – Workflow with Email Messages having
Record Dynamic URL

  • If Workflows contains send email functionality and there are dynamic Record URLs, such solution doesn’t get imported from CRM 2013 to CRM 2015 directly because there are no metadata attribute information available for Record Dynamic URL attribute and it will fail the importing solution, although organization import will work but that will cause such workflows in draft mode.

How to Trace

To Trace such issue, download the solution having all the Processes in CRM 2013 and extract the zip file, open the workflows folder, rename all the xaml file as xml by a simple console command

Rename *.xaml *.xml

Open all these xml files in a Visual Studio Solution and use short cut ctrl + shift + F to find in all files. Search for “!Process_Custom_Attribute_URL_”

This attribute will show all the files and locations where Record Dynamic URL has been used

Workaround/Resolution

  • To resolve this, once you get all the workflows, open them individually in CRM 2013, deactivate them, remove the Record Dynamic URL property from Email body and then save and Activate the workflows
  • Publish the solution and then export it, it should get easily updated in CRM 2015 now
  • Once imported, open all those workflows, deactivate them and then add the Record Dynamic URL back again in the Email body
  • Activate the workflows and publish the solution 

 

 

Issue – JavaScript Removed Methods

Removed methods are either obsolete or replaced with other methods. You should make sure these methods aren’t used in your scripts. The following methods were deprecated with earlier versions of Microsoft Dynamics CRM and are no longer present in the current version:

getAuthenticationHeader

This method supported use of the Microsoft Dynamics CRM 4.0 web services, which no longer exist.

getServerUrl

This method was replaced by getClientUrl

isOutlookClient

This method was replaced by client.getClient

isOutlookOnline

This method was replaced by client.getClientState

 

How to Trace

To trace JavaScript removed methods, download the solution having all the web resources and after extracting all the web resources search for all above mentioned 4 methods.

Resolution

Before doing actual upgrade, replace above methods with appropriate methods

 

This article is an ongoing article, and I will keep on updating as in when I get the information.

 

Issue – Security Tab missing after Upgrade

Previous CRM 2013 solutions doesn't have Users and Roles under Security tab, while in CRM 2015 they are moved under Security tab. this tab will get missed if site map is edited in CRM 2013 and then solution gets imported to CRM 2015.

 

Resolution

Copy the sitemap from CRM 2015 new organization and get the security tab back in CRM 2015 after upgrade