AvePoint Record Rollback for Microsoft Dynamics CRM. Release Notes

Similar documents
AvePoint Record Rollback for Microsoft Dynamics CRM

AvePoint CRM Migration Manager for Microsoft Dynamics CRM. Release Notes

AvePoint Record Rollback for Microsoft Dynamics CRM

Collecting Logs and Troubleshooting. Troubleshooting Guide

AvePoint SearchAll for Microsoft Dynamics CRM

AvePoint Meetings for SharePoint Online. Configuration Guide

DocAve for Office 365 Sustainable Adoption

AvePoint Record Rollback for Microsoft Dynamics CRM

AvePoint SearchAll for Microsoft Dynamics CRM

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

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

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

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

DocAve 4.1 Backup User Guide

DocAve Website Migrator 2.2 for Microsoft SharePoint

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

Pipeliner CRM Phaenomena Guide Opportunity Management Pipelinersales Inc.

Microsoft Dynamics NAV

WatchDox for Windows. User Guide. Version 3.9.5

WatchDox for Windows User Guide. Version 3.9.0

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

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

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

Lab Answer Key for Module 11: Managing Transactions and Locks

System Requirements for Microsoft Dynamics NAV 2013 R2

Pipeliner CRM Phaenomena Guide Administration & Setup Pipelinersales Inc.

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

Pipeliner CRM Phaenomena Guide Sales Target Tracking Pipelinersales Inc.

CRM and Salesforce Product Comparison

Pipeliner CRM Phaenomena Guide Getting Started with Pipeliner Pipelinersales Inc.

Pipeliner CRM Phaenomena Guide Sales Pipeline Management Pipelinersales Inc.

Copy Tool For Dynamics CRM 2013

Item Audit Log 2.0 User Guide

Installation & Activation Guide. Lepide Active Directory Self Service

Overview of Microsoft Office 365 Development

DOCAVE REPORT CENTER FOR MICROSOFT SHAREPOINT REPORTING

About Recovery Manager for Active

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

Mobility Services Platform 3.1 Software Installation Guide

Deploying the Workspace Application for Microsoft SharePoint Online

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

Lab Answer Key for Module 9: Active Directory Domain Services. Table of Contents Lab 1: Exploring Active Directory Domain Services 1

CRM to Exchange Synchronization

FOR WINDOWS FILE SERVERS

Object Level Authentication

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

Executive Summary: Cost Savings with ShutdownPlus Rolling Restart

Snagit 10. Snagit Add-Ins. By TechSmith Corporation

Adobe Acrobat 9 Deployment on Microsoft Systems Management

Redeploying Microsoft CRM 3.0

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

Symantec Enterprise Vault.cloud Compatibility List. March 13, 2015

Pipeliner CRM Phaenomena Guide Importing Leads & Opportunities Pipelinersales Inc.

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

Migrate from Exchange Public Folders to Business Productivity Online Standard Suite

Usage Analysis Tools in SharePoint Products and Technologies

Cascaded Lookup 5.0 User Guide

ChangeAuditor 6.0 For Windows File Servers. Event Reference Guide

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

User Document. Adobe Acrobat 7.0 for Microsoft Windows Group Policy Objects and Active Directory

Cloud Deployment Guide

Symantec Enterprise Vault

formerly Help Desk Authority HDAccess Administrator Guide

Configuration Guide for SQL Server This document explains the steps to configure LepideAuditor Suite to add and audit SQL Server.

Report Designer and Report Designer Add-In Installation Guide Version 1.0

Microsoft SQL Server Master Data Services Roadmap

AvePoint DocAve 4.0 (Enterprise Solutions for SharePoint) User Guide August 2006

AvePoint DocAve Online vs Office SharePoint Online Management

LMS 365 Learning Module Builder Add-in Installation Guide VERSION x

What s New in LANDESK Service Desk Version 7.8. Abstract

Dell One Identity Manager 7.0. Help Desk Module Administration Guide

Mindjet on-premise Installation Instructions for Microsoft SharePoint 2007

Dell Migration Manager for Enterprise Social What Can and Cannot Be Migrated

Entrust Adobe CDS Individual Certificate

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

Symantec Enterprise Vault

Symantec Enterprise Vault

Dell Recovery Manager for Active Directory 8.6. Quick Start Guide

8.7. Resource Kit User Guide

Introduction to Version Control in

NTI Backup Now EZ v2 User s Guide

VeriSign PKI Client Government Edition v 1.5. VeriSign PKI Client Government. VeriSign PKI Client VeriSign, Inc. Government.

Veeam Backup & Replication. Version 7.0

Dell Spotlight on Active Directory Server Health Wizard Configuration Guide

Installation & Activation Guide. Lepide Active Directory Self Service

Galaxy Software Addendum

Scribe Online Integration Services (IS) Tutorial

Sample- for evaluation purposes only! Advanced Outlook. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.

CRM to Exchange Synchronization

753 Broad Street Phone: Suite 200 Fax: Augusta, GA Copyrights

The 2007 R2 Version of Microsoft Office Communicator Mobile for Windows Mobile: Frequently Asked Questions

Transcription:

AvePoint Record Rollback for Microsoft Dynamics Release Notes

Table of Contents What s New in This Doucment... 3 AvePoint Record Rollback 3.1.3 for Microsoft Dynamics... 4 AvePoint Record Rollback 3.1.2 for Microsoft Dynamics... 5 AvePoint Record Rollback 3.1.1 for Microsoft Dynamics... 6 AvePoint Record Rollback 3.1 for Microsoft Dynamics... 7 AvePoint Record Rollback 3.0 for Microsoft Dynamics... 8 Notices and Copyright Information... 9 2

What s New in This Doucment Date Changes 10/27/2014 Added known issue for Record Rollback 3.1.3 3

AvePoint Record Rollback 3.1.3 for Microsoft Dynamics Release Date: May 29, 2014 Required Minimum Version for Direct Update Supported Microsoft Dynamics Versions New License Required? Record Rollback 3.1.3 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 3.1.3. 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 Japanese language support in Record Rollback 3.1.3. Google Chrome Version 37 and later versions are not supported on Record Rollback. 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. 4

Dynamics does not roll back Contracts whose status reads Canceled and does not roll back Quotes whose status reads Closed. 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. 5

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. 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. 6

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. 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. 7

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. 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. 8

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 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, Office, Office 365, SharePoint, Windows PowerShell, SQL Server, Outlook, Windows Server, Active Directory, and Dynamics 2013 are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. 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. Harborside Financial Center, Plaza 10 3 Second Street, 9th Floor Jersey City, New Jersey 07311 USA 9