Updating CRM Server

Updating CRM Server for Dynamics 365

Microsoft does not support running different versions of Dynamics 365 in a deployment, therefore it is important to run all applicable updates in the same downtime.

Run updates in the following order:

  1. Microsoft Dynamics 365 Server:
    1. In a Full Server deployment, the full server should be updated first;
    2. In a multi-server deployment, update all Front End Servers then all Back End Servers.
  2. Microsoft Dynamics 365 Reporting Extensions (SRS Data Connector)
  3. Microsoft Dynamics 365 Email Router (if in use)
  4. Microsoft Dynamics 365 Language Packs for each language installed (if in use)
  5. OrgDBOrgSettings Tool for Microsoft Dynamics 365 (if in use)

Getting Started

The first step to updating CRM Server is to download the update files.  Microsoft adheres to a naming convention for each file in the download list for a specific update roll-up. The naming convention is:

<CRM Version>-<ToolName>-<KB Number>-<language>-<platform>.exe

The tool names are as follows:

Client: The Microsoft Dynamics CRM Client for Outlook update, available in 32-bit or 64-bit packages.

Mui: The Microsoft Dynamics CRM language pack update, available in 32-bit or 64-bit packages.

Router: The Microsoft Dynamics CRM Email Router update, available in 32-bit or 64-bit packages.

Server: The Microsoft Dynamics CRM Server product update, this file is only available in 64-bit package and the same update is used to update full servers or servers where the roles are distributed between multiple servers.

SRS: The Microsoft Dynamics CRM Reporting Extensions (SRS Data Connector), available in 64-bit package only.

Tools: The OrgDBOrgSettings Tool for Microsoft Dynamics CRM, available in 64 bit package only.

While some update roll-ups are uninstallable, it is recommended that complete database backups of the MSCRM_CONFIG and all organization databases are completed before applying an update.

If possible, perform server side updates during a scheduled downtime to reduce the impact on users.  Most update roll-ups require the automated stopping and starting of services during the course of the installation and a server reboot at the conclusion of the installation.

Microsoft Dynamics CRM Server

The update rollup that will be installed on all servers running a Full Server Deployment, or each server running the Front End and Back End server roles will be named CRMVERSION-Server-KB#######-ENU-amd64.exe  Since CRM Server does not support 32-bit platforms, there is no i386 version of this file.

In a multi-server environment, the updates must be run on each server. The first server will perform the changes to your CRM databases, so the first server update will run longer than consecutive installations on the remaining servers.

The installation routine itself is a simple wizard with no options to set or configure. At the conclusion of the update you are prompted to restart the server.

Microsoft Dynamics CRM Reporting Extensions (SRS Data Connector)

The update rollup that will be installed on all servers running the SRS Data Connector will be named CRMVERSION-Srs-KB#######-ENU-amd64.exe.  Since the SRS Data Connector does not support 32-bit platforms, there is no i386 version of this file.

The installation routine itself is a simple wizard with no options to set or configure. A restart is usually not required for this update.

Microsoft Dynamics CRM Email Router

The update roll-up that will be installed on all servers running the Email Router will be named CRMVERSION-Router-KB#######-ENU-amd64.exe or CRM2011-Router-KB#######-ENU-i386.exe.  Since the Email Router can run on 32 bit platforms, please be sure the verify the version you will need to complete the update.

The installation routine itself is a simple wizard with no options to set or configure. A restart may be required for this update.

Microsoft Dynamics CRM Language Packs

If Language packs are installed for the CRM system or the Outlook client, they will need to be updated as well. On the download page for the update rollup, change the “Select Language:” list to the language you will be updating, then download the file called CRMVERSION-Mui-KB#######-<LANG>-amd64.exe for the server side update or CRMVERSION-Mui-KB#######-<LANG>-i386.exe for the 32-bit client or CRMVERSION-Mui-KB#######-<LANG>-amd64.exe  for the 64-bit client update.

The update file will request a location to extract its contents, and afterward the installation will begin.

The installation routine itself is a simple wizard with no options to set or configure. A restart is usually not required for this update.

OrgDBOrgSettings Tool for Microsoft Dynamics CRM

The update rollup that will be installed on all computers running the OrgDBOrgSettings Tool will be named CRMVERSION-Tools-KB#######-ENU-amd64.exe.  Since the OrgDBOrgSettings Tool does not support 32-bit platforms, there is no i386 version of this file.

This update will request a location to extract its contents.  Once the files are extracted, the OrgDBOrgSettings Tool will need to be configured. Microsoft provides detailed instruction as well as the tool commands on the web page for this tool.

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