Install product updates

 

Applies To: Dynamics CRM 2013

Microsoft Dynamics CRM Online Spring ‘14 and Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) have many new features and updates for your CRM deployment. Some of these features are optional and are disabled by default to prevent disrupting your CRM experience. However, you can enable these features by installing the product updates, in Settings > Administration > Install Product Updates.

Important

Installing product updates is a one-way process. Once installed, the product updates can’t be uninstalled.

When you click or tap Install Product Updates, you install all the features included in the product updates for this release. So, be sure to carefully review the new features before you enable them. Test the effects of the new features on your organization before you roll them out to production. For testing, use a test instance of your organization if your deployment is on-premises, or a sandbox instance for CRM Online. More information: Establish the test environment, Manage Microsoft Dynamics CRM Online instances.

Learn about the new features included in product updates for this release and why should you update: What's new in CRM Online Spring '14 and CRM 2013 Service Pack 1, What's new in customer service and Get ready for the next Microsoft Dynamics CRM release.

Watch the video about new features and product updates for this release: Microsoft Dynamics CRM Spring ’14 Product Updates

Important

  Once installed, Microsoft Dynamics CRM 2013 Service Pack 1 can’t be uninstalled.

Read important information about Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) before you deploy this service pack to a production environment: Microsoft Dynamics CRM 2013 Service Pack 1 and CRM Online Spring '14.

Some of the new functionality is not added to your non-customized views until you install product updates. More information: Product Updates Installation Information for Microsoft Dynamics CRM Spring Wave '14.

Installing product updates may affect certain behavior and customizations in the views, dashboards, forms, ribbon and sitemap. More information: Product Updates Installation Information for Microsoft Dynamics CRM Spring Wave '14.

You can’t install product updates using CRM for Outlook or programmatically.

Why update?

The new features, installed when you click Install Product Updates, are enhancements in the customer service area. They will improve your user experience and let you configure service related features in one place. You’ll notice new functionality added to the existing forms, such as Case, Queue and Queue Item. You’ll also find several new entities, such as entitlement, social activity and social profile. The entitlement entity specifies the amount and type of the support you receive. The social activity entity is used to convert a social post into a case. The social profile entity contains information about the social media post and the author of the post. Learn more about new customer service features: What's new in customer service, What's new in this release and Get ready for the next Microsogt Dynamics CRM release.

The roadmap to product updates

The diagram below is a roadmap for installing Product Updates.

Are the product updates installed by default for my organization?

The following table shows whether or not the new customer service features are enabled in your CRM organization.

Your CRM organization	Product updates	Features included in the product updates
Your organization’s Microsoft Dynamics CRM Online subscription began after April 2014	Installed by default	Enabled
Your organization has been updated to Microsoft Dynamics CRM Online Spring ‘14	Installed by you	Enabled
Your organization has been updated to Microsoft Dynamics CRM Online Spring ‘14	Not installed	Disabled
You have installed Microsoft Dynamics CRM 2013 Service Pack 1 (SP1)	Installed by you	Enabled
You have installed Microsoft Dynamics CRM 2013 Service Pack 1 (SP1)	Not installed	Disabled

Install the product updates

Before you begin to install the optional product updates, you’re given an opportunity to go to What's new in this release to learn more about the new features that you’re about to enable.

To install product updates, follow the steps:

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. In the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

   2. Click or tap Settings > Administration.

   3. Click or tap Install Product Updates > Update. During installation, you’re updated on the progress and notified when the installation is finished. If the product updates were previously installed, you’re notified that you already have the latest updates in your system.

Metadata changes applied by product updates

All new entities and attributes are added to your CRM system, regardless of whether or not you install the optional product updates. The descriptions of entities and attributes appear as “For internal use only.” in Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) and Microsoft Dynamics CRM Online Spring ‘14 until the optional product updates are installed. After these updates are installed, the entity and attribute descriptions are updated in the metadata.

Note

Using the entities and attributes that are marked “For internal use only.” is not supported and may lead to unexpected behavior.

Create a new organization without product updates installed (on-premises only)

By default, all new organizations have the product updates installed. However, for your CRM system evaluation, test or development, you may not want to enable additional features for your new organization. For on-premises deployments, you can disable the default behavior and prevent the product updates from being installed. To do that, run the Windows PowerShell script to set the OptinProvisioningEnabled setting to 0 before you create the new organization. If you want the product updates to be installed in the new organization, run the Windows PowerShell script to set the OptinProvisioningEnabled setting back to 1, before you create a new organization. For a complete example, see: Example: Disable product updates for new organizations

See Also

Administration Guide for Microsoft Dynamics CRM 2013
What's new for administrators in Microsoft Dynamics CRM 2013
What's new in this release
Get ready for the next Microsogt Dynamics CRM release
Enhanced Service Capabilities

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