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Release Notes Version 8.11

8.11.0 [October 2017]

US Data Center: Instant Update/Cloud - October 1, 2017; Solution - October 1, 2017

Note: this version is currently only available in the US data center. All other regions are scheduled to be available on October 22nd. We will update here when those updates are completed.

Note: Not all features are available for all versions of CRM.

For instructions on how to update, see this article. There is no additional charge to update and updating is quick. The column furthest to the right shows if the specific update was already automatically made for you (Cloud) or if you must update your solution file to get the update (Solution). 

  

  Feature Email Sends and Posted Forms

Previously your posted forms would be associated to your email send if the form was linked directly in the Email Send. Now, even if the form is not linked directly, but the form is reached after clicking a link in an email and eventually getting to a form, the posted form will be associated to the Email Send so you can attribute that lead to the particular email.

Requires ClickDimensions solution 8.2.0+.

Instant Update (if on solution 8.2.0+)

 

  Improvement Editors

Added the Calibri font as an option to all editors.

Instant Update
  Improvement Email Editors & FreeMarker

In the Freestyle editor, a FreeMarker (dynamic content) check is automatically run every time a user saves the template. If there is a FreeMarker error, a warning message will be shown.

Instant Update
  Improvement Email Editors, Inbox Preview We've updated the list of email clients and mobile devices in our Inbox Preview. Instant Update
  Improvement Form Capture Posted Form

Posted Forms from a form capture type form will now be connected to the Visit record generated for the visit in which the form was submitted.

Available for CRM 2013+ only. Requires ClickDimensions solution 8.2.0+.

Instant Update (if on solution 8.2.0+)
  Improvement Form Notification Email

We updated and fixed a few visual issues related to this feature.

Instant Update
  Improvement Quick Sends

The options given for email templates in a Quick Send will be limited to templates the user is allowed to see based on security role permissions.

Instant Update
  Improvement Security

We've added additional security to more of our windows including: export tool (in ClickDimensions Settings) and social posting.

Available for CRM 2013+ only.

Solution Update Required
  Improvement Social Posting

Removed the Post button from the ribbon since it is no longer necessary (was previously used for the old social posting to Facebook feature).

Solution Update Required

 

We will continue to update with more bug fixes as we double confirm they are resolved.

  Bug Fix 101567 Configuration Page The Configuration Page was not available. Requires Solution Update
  Bug Fix 99380 Export/Import There was a typo in the error message that would appear when importing Form Fields that are mapped to fields which do not exist in the target environment. Instant Update
  Bug Fix 88059 Forms Form clones would be set with Editor Type "Block Editor". Instant Update
  Bug Fix 90959 Forms Email Form Fields would not populate the set default value. Instant Update
  Bug Fix 97336 Forms Date Form Field formatting changes would not save. Instant Update
  Bug Fix 99060 Forms Checkbox Form Fields mapped to Two Options fields would set the wrong value on the Lead/Contact record. Instant Update
  Bug Fix 98318 Settings The ClickDimensions Settings Page information was hardcoded into the solution file, rather than being dynamic. Requires Solution Update
  Bug Fix 80987 Web Tracking Sometimes there would be "blank leads" created. They'd have an email address but nothing associated. Instant Update

 

Security Role Updates

See the full article on Security Role settings here. Security role updates are done for CRM 2013+ only and require a solution update.

ClickDimensions Core Changes
No changes.

ClickDimensions User Changes
No changes.

ClickDimensions Service Changes
No changes.

ClickDimensions Lock Blocks Changes
No changes.

IP Address Additions

Here is the current list of IP Addresses you may need to unblock to allow ClickDimensions to work.

No IP Address changes.


Plugin Changes

On Dynamics 2016+, all plugin assemblies were updated to remove the usage of System.Diagnostics.Trace and replace it with the usage of ITracingService. This will prevent the issue where some on-premise Dynamics 2016+ customers had to switch the isolation mode on their plugins after every update.

 

Instant Update [October 2017]

US Data Center: Instant Update/Cloud - October 8, 2017

  Bug Fix 101461 Security If there was a connection error with an account, sometimes the security error would show up instead. Instant Update

 

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