AvePoint Record Rollback for Microsoft Dynamics CRM



Similar documents
AvePoint Record Rollback for Microsoft Dynamics CRM. Release Notes

AvePoint CRM Migration Manager for Microsoft Dynamics CRM. Release Notes

AvePoint Record Rollback for Microsoft Dynamics CRM

AvePoint Record Rollback for Microsoft Dynamics CRM

AvePoint Tags 1.1 for Microsoft Dynamics CRM. Installation and Configuration Guide

AvePoint SearchAll for Microsoft Dynamics CRM

AvePoint SearchAll for Microsoft Dynamics CRM

AvePoint Meetings for SharePoint Online. Configuration Guide

Collecting Logs and Troubleshooting. Troubleshooting Guide

DocAve for Office 365 Sustainable Adoption

AvePoint CallAssist for Microsoft Dynamics CRM. Installation and Configuration Guide

AvePoint Timeline Pro for Microsoft Dynamics CRM. Installation and Configuration Guide

DocAve 6 Service Pack 1 Job Monitor

User Guide. DocAve Lotus Notes Migrator for Microsoft Exchange 1.1. Using the DocAve Notes Migrator for Exchange to Perform a Basic Migration

DocAve 4.1 SharePoint Disaster Recovery High Availability (SPDR HA) User Guide

DocAve. Installation and User Guide. File Share Navigator 3. Service Pack 1 Cumulative Update 1. Issued August 2015

Deploying the Workspace Application for Microsoft SharePoint Online

DocAve 4.1 Backup User Guide

DocAve Website Migrator 2.2 for Microsoft SharePoint

Microsoft Dynamics NAV

Pipeliner CRM Phaenomena Guide Add-In for MS Outlook Pipelinersales Inc.

Pipeliner CRM Phaenomena Guide Opportunity Management Pipelinersales Inc.

Deciding When to Deploy Microsoft Windows SharePoint Services and Microsoft Office SharePoint Portal Server White Paper

WatchDox for Windows. User Guide. Version 3.9.5

Lab Answer Key for Module 11: Managing Transactions and Locks

WatchDox for Windows User Guide. Version 3.9.0

UPGRADE. Upgrading Microsoft Dynamics Entrepreneur to Microsoft Dynamics NAV. Microsoft Dynamics Entrepreneur Solution.

Business Portal for Microsoft Dynamics GP. Key Performance Indicators Release 10.0

What s New in LANDESK Service Desk Version 7.8. Abstract

Pipeliner CRM Phaenomena Guide Administration & Setup Pipelinersales Inc.

Installing Sage SalesLogix on Microsoft Windows 8, Windows Server 2012, and Internet Explorer 10 Version Developed by Sage SalesLogix User

BizTalk Server Business Activity Monitoring. Microsoft Corporation Published: April Abstract

Pipeliner CRM Phaenomena Guide Sales Target Tracking Pipelinersales Inc.

ChangeAuditor 5.6. For Windows File Servers Event Reference Guide

Copy Tool For Dynamics CRM 2013

CRM and Salesforce Product Comparison

Pipeliner CRM Phaenomena Guide Sales Pipeline Management Pipelinersales Inc.

Sage CRM 7.3 SP2. Release Notes. Revision: SYS-REA-ENG-7.3SP2-1.0 Updated: April 2016

Overview of Microsoft Office 365 Development

DOCAVE REPORT CENTER FOR MICROSOFT SHAREPOINT REPORTING

Lab Answer Key for Module 6: Configuring and Managing Windows SharePoint Services 3.0. Table of Contents Lab 1: Configuring and Managing WSS 3.

Item Audit Log 2.0 User Guide

FOR WINDOWS FILE SERVERS

System Requirements for Microsoft Dynamics NAV 2013 R2

Symantec Enterprise Vault

Getting Started The Windows SharePoint Services Window

StarWind iscsi SAN Software: Using StarWind with MS Cluster on Windows Server 2008

Any system currently running the Schneider Electric MBX Driver Suite or any activated Cyberlogic software suite.

MICROSOFT DYNAMICS CRM Roadmap. Release Preview Guide. Q Service Update. Updated: August, 2011

Pipeliner CRM Phaenomena Guide Getting Started with Pipeliner Pipelinersales Inc.

Object Level Authentication

About Recovery Manager for Active

ChangeAuditor 6.0 For Windows File Servers. Event Reference Guide

CRM to Exchange Synchronization

SQL Server 2005 Reporting Services (SSRS)

Integrating Business Portal 3.0 with Microsoft Office SharePoint Portal Server 2003: A Natural Fit

Snagit 10. Snagit Add-Ins. By TechSmith Corporation

Building a Human Resources Portal Using Business Portal

Business Portal for Microsoft Dynamics GP. Requisition Management User s Guide Release 10.0

Security Analytics Engine 1.0. Help Desk User Guide

Executive Summary: Cost Savings with ShutdownPlus Rolling Restart

Mobility Services Platform 3.1 Software Installation Guide

Solutions for Microsoft Project Server and Microsoft Dynamics GP Timesheet Integration

AvePoint DocAve Online vs Office SharePoint Online Management

Usage Analysis Tools in SharePoint Products and Technologies

Programmabilty. Programmability in Microsoft Dynamics AX Microsoft Dynamics AX White Paper

Spotlight Management Pack for SCOM

Microsoft Office Live Meeting Events User s Guide

Veeam Backup & Replication. Version 7.0

Quest SQL Optimizer 6.5. for SQL Server. Installation Guide

Migrate from Exchange Public Folders to Business Productivity Online Standard Suite

Introduction to Version Control in

Dell Spotlight on Active Directory Server Health Wizard Configuration Guide

Foglight. Dashboard Support Guide

Welcome to InFixi Exchange Mailbox Recovery Software. Help Guide. Exchange Mailbox recovery software

Sample- for evaluation purposes only! Introductory OneNote. teachucomp, inc. A publication of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.

Business Portal for Microsoft Dynamics GP. Electronic Document Delivery Release 10.0

ADOBE PRODUCT DESCRIPTIONS AND METRICS ( PDM ) FOR ADOBE LIVECYCLE ES 3.5. Page 1 of 11

New, changed, or deprecated features

INTEGRATE. Using Web Services for Microsoft Dynamics GP in Business Portal. Microsoft Dynamics GP. White Paper

WatchDox for Mac User Guide

Installation & Activation Guide. Lepide Active Directory Self Service

Scribe Demonstration Script Web Leads to Dynamics CRM. October 4,

Step-by-Step Guide for Microsoft Advanced Group Policy Management 4.0

Instant Messaging Nokia N76-1

Microsoft Dynamics GP. SmartList Builder User s Guide With Excel Report Builder

TestFlight FAQ Apple Inc.

StarWind iscsi SAN Software: Installing StarWind on Windows Server 2008 R2 Server Core

Website Administration Security Guide

formerly Help Desk Authority HDAccess Administrator Guide

Microsoft SQL Server Master Data Services Roadmap

Windows Small Business Server 2003 Upgrade Best Practices

MBAM Self-Help Portals

Transcription:

AvePoint Record Rollback for Microsoft Dynamics Release Notes 1

AvePoint Record Rollback 3.1.2 for Microsoft Dynamics Release Date: January 30, 2014 Required Minimum Version for Direct Update Supported Microsoft Dynamics Versions New License Required? Record Rollback 3.1.2 can be installed over Record Rollback 3.1.1 for a direct update. If using a version of Record Rollback that is earlier than 3.1.1, AvePoint recommends uninstalling your existing Record Rollback instance and performing a fresh install of Record Rollback 3.1.2. Microsoft Dynamics 2013 (Online and on-premises) and Microsoft Dynamics 2011 (Online and on-premises) A new license is required with every update of Record Rollback. Please contact AvePoint Support for an updated license. New Features and Improvements A 30-day trial license is now applied upon installation. The Email Template, Mail Merge Template, Note, and Publisher entities do not have access to the Record Rollback Version History interface. Due to API limitations, deleted Quote records with a Closed status will be rolled back with the status of Draft. Due to auditing limitations in Dynamics 2013, Business Rules, Real-Time Workflows, Report Entities, and image fields cannot be rolled back. When rolling back a Contract that has calendar data, the calendar data cannot be rolled back from deletion. If Internet Explorer 10 is used to access Record Rollback in Dynamics, the mouse will not move the entity drop-down list; dragging this list makes it disappear. If you delete a Report entity and then roll it back on the Record Rollback or Recycle Bin interface, you will find that the columns in the Report entity are empty after the rollback completes; this is because Dynamics auditing does not record column values in a Report entity. Some special entities (Email Template, Mail Merge Template, Note, and Publisher) do not have the Version History interface. Dynamics does not roll back Contracts whose status reads Canceled and does not roll back Quotes whose status reads Closed. 2

AvePoint Record Rollback 3.1.1 for Microsoft Dynamics Release Date: December 13, 2013 Required Minimum Version for Direct Update Supported Microsoft Dynamics Versions New License Required? Record Rollback 3.1.1 can be installed over Record Rollback 3.1 for a direct update. If using a version of Record Rollback that is earlier than 3.1, AvePoint recommends uninstalling your existing Record Rollback instance and performing a fresh install of Record Rollback 3.1.1. Microsoft Dynamics 2013 (Online and on-premises) and Microsoft Dynamics 2011 (Online and on-premises) A new license is required with every update of Record Rollback. Please contact AvePoint Support for an updated license. New Features and Improvements Added support for Microsoft Dynamics 2013 (Online and on-premises). The Email Template, Mail Merge Template, Note, and Publisher entities do not have access to the Record Rollback Version History interface. Due to API limitations, deleted Quote records with a Closed status will be rolled back with the status of Draft. Due to auditing limitations in Dynamics 2013, Business Rules, Real-Time Workflows, Report Entities, and image fields cannot be rolled back. When rolling back a Contract that has calendar data, the calendar data cannot be rolled back from deletion. If Internet Explorer 10 is used to access Record Rollback in Dynamics, the mouse will not move the entity drop-down list; dragging this list makes it disappear. If you delete a Report entity and then roll it back on the Record Rollback or Recycle Bin interface, you will find that the columns in the Report entity are empty after the rollback completes; this is because Dynamics auditing does not record column values in a Report entity. Some special entities (Email Template, Mail Merge Template, Note, and Publisher) do not have the Version History interface. Dynamics does not roll back Contracts whose status reads Canceled and does not roll back Quotes whose status reads Closed. 3

AvePoint Record Rollback 3.1 for Microsoft Dynamics Release Date: November 21, 2013 Required Minimum Version for Direct Update Supported Microsoft Dynamics Versions New License Required? Record Rollback 3.1 can be installed over Record Rollback 3.0 for a direct update. Microsoft Dynamics 2011 (Online and on-premises). A new license is required with every update of Record Rollback. Please contact AvePoint Support for an updated license. New Features and Improvements Added the Version History feature, which allows users to view the audit history of each record they own and allows them to roll these records back to a previous state. The Recycle Bin feature has been added to the Workplace; Recycle Bin allows end-users to restore records that they have deleted. Added a Search field to the Record Rollback interface. Optimized the Record Rollback interface to be more user-friendly. When rolling back a Contract that has calendar data, the calendar data cannot be rolled back from deletion. If Internet Explorer 10 is used to access Record Rollback in Dynamics, the mouse will not move the entity drop-down list; dragging this list makes it disappear. If you delete a Report entity and then roll it back on the Record Rollback or Recycle Bin interface, you will find that the columns in the Report entity are empty after the rollback completes; this is because Dynamics auditing does not record column values in a Report entity. Some special entities (Email Template, Mail Merge Template, Note, and Publisher) do not have the Version History interface. Dynamics does not roll back Contracts whose status reads Canceled and does not roll back Quotes whose status reads Closed. 4

AvePoint Record Rollback 3.0 for Microsoft Dynamics Release Date: March 12, 2013 AvePoint Record Rollback 3.0 for Microsoft Dynamics supports Microsoft Dynamics 2011 (Online and on-premises). Record Rollback may not successfully roll back a Security Role entity or Contract Template entity if they have audit tracking enabled on them. Google Chrome browser issues occur with Record Rollback when used with Dynamics Online environments. 5

Notices and Copyright Information Notice The materials contained in this publication are owned or provided by AvePoint, Inc. and are the property of AvePoint or its licensors, and are protected by copyright, trademark and other intellectual property laws. No trademark or copyright notice in this publication may be removed or altered in any way. Copyright Copyright 2013-2014 AvePoint, Inc. All rights reserved. All materials contained in this publication are protected by United States and international copyright laws and no part of this publication may be reproduced, modified, displayed, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written consent of AvePoint, 3 Second Street, Jersey City, NJ 07311, USA or, in the case of materials in this publication owned by third parties, without such third party s consent. Notwithstanding the foregoing, to the extent any AvePoint material in this publication is reproduced or modified in any way (including derivative works and transformative works), by you or on your behalf, then such reproduced or modified materials shall be automatically assigned to AvePoint without any further act and you agree on behalf of yourself and your successors, assigns, heirs, beneficiaries, and executors, to promptly do all things and sign all documents to confirm the transfer of such reproduced or modified materials to AvePoint. Trademarks AvePoint, DocAve, the AvePoint logo, and the AvePoint Pyramid logo are registered trademarks of AvePoint, Inc. with the United States Patent and Trademark Office. These registered trademarks, along with all other trademarks of AvePoint used in this publication are the exclusive property of AvePoint and may not be used without prior written consent. Microsoft, MS-DOS, Internet Explorer, Microsoft Dynamics, Microsoft Office SharePoint Servers 2007/2010/2013, SharePoint Portal Server 2003, Windows SharePoint Services, Windows SQL server, and Windows are either registered trademarks or trademarks of Microsoft Corporation. Adobe Acrobat and Acrobat Reader are trademarks of Adobe Systems, Inc. All other trademarks contained in this publication are the property of their respective owners and may not be used without such party s consent. Changes The material in this publication is for information purposes only and is subject to change without notice. While reasonable efforts have been made in the preparation of this publication to ensure its accuracy, AvePoint makes no representation or warranty, expressed or implied, as to its completeness, accuracy, or suitability, and assumes no liability resulting from errors or omissions in this publication or from the use of the information contained herein. AvePoint reserves the right to make changes in the Graphical User Interface of the AvePoint software without reservation and without notification to its users. AvePoint, Inc. 3 Second Street Jersey City, NJ 07311 USA 6