- Dynamics 365
- Legacy
For Microsoft Unified Interface customers, the ClickDimensions solution can be automatically updated when a new solution is released.
The ClickDimensions 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 ClickDimensions 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 ClickDimensions Sales Engagement, you will see the CDSE solution in this window as well. If you want to update CDSE, see this article.)
Select the ClickDimensions solution file and click the Update button.
This will open the Marketing Automation Solution page.
It will show you which version of ClickDimensions 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 ClickDimensions 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 ClickDimensions 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 ClickDimensions Sales Engagement, you will see the CDSE solution in this window as well. If you want to update CDSE, see this article.)
Select the ClickDimensions 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 ClickDimensions 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.