Click: Automatic Solution Update

For Microsoft Unified Interface customers, the Click solution can be automatically updated when a new solution is released.

The Click Service user must have the System Administrator security role to use Automatic  update option.

Please note that when a managed solution is imported into your environment, the solution components will overwrite any customizations that you have previously made to those components. If you have a need to manage and maintain customizations to elements included in the Click Solution, we recommend using the On Demand or Manual Solution Update processes, so that you can export your customizations prior to updating and then re-import them when the update is complete.

If you have decided to move forward with Automatic Updates, follow the steps below.

First, go to Settings & Support > ClickDimensions Settings > Solution Management.

You will be presented with the Solution page. (Note that if you are also using Click Sales Engagement, you will see the SE solution in this window as well. If you want to update SE, see this article.)

Select the Click solution file and click the Update button.

This will open the Marketing Automation Solution page.

It will show you which version of Click you currently have and what the newest version is.

Fill out the Email address you'd like the notification to be sent to when your solution has been updated.

Check the "Enable Automatic Updates" box and click "Save" to enable automatic updates for your account.

NOTE: Automated Updates do not get deployed immediately after a new solution is available, it will typically run a couple of weeks after a new release.

Dynamics 2013/2015/2016

For Microsoft CRM 2013, 2015, 2016, or CRM Online customers, the Click solution can be automatically updated when a new solution is released or on-demand.

You must have the System Administrator security role to use the Automated update options.

Please note that when a managed solution is imported into your environment, the solution components will overwrite any customizations that you have previously made to those components. If you have a need to manage and maintain customizations to elements included in the Click Solution, we recommend using the On Demand or Manual Solution Update processes, so that you can export your customizations prior to updating and then re-import them when the update is complete.

If you have decided to move forward with Automatic Updates, follow the steps below.

First, go to Settings & Support > ClickDimensions Settings > Solution Management.

You will be presented with the Solution page. (Note that if you are also using Click Sales Engagement, you will see the SE solution in this window as well. If you want to update SE, see this article.)

Select the Click solution file and click the Update button.

This will open the Marketing Automation solution page:

The Marketing Automation Solution page will show you which version of Click you currently have and what the newest version is.

Fill out the Email address you'd like the notification to be sent to when your solution has been updated.

Check the "Enable Automatic Updates" box and click "Save" to enable automatic updates for your account.

NOTE: Automated Updates do not get deployed immediately after a new solution is available, it will typically run a couple of weeks after a new release.