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.
NOTE: You must have the ClickDimensions Service Role in order to do this. SEE THE NOTE AT THE TOP OF THE DEPLOYMENT ARTICLE ABOUT CHANGES TO YOUR CUSTOMIZATIONS THAT CAN OCCUR WHEN A MANAGED SOLUTION IS IMPORTED INTO CRM.
First, you'll need to navigate to Settings > Processes and view all your Active Processes.
Look for and select these six ClickDimensions Processes:
- ClickDimensions Execute Send
- ClickDimensions Execute Social Post
- ClickDimensions Execute Text Message Send
- ClickDimensions Form Auto Responder
- ClickDimensions Subscription Auto Response
- ClickDimensions Survey Auto Responder
Once you've located these records you'll need to assign them to yourself. You can re-assign them to the original owner after the update has run.
Then go to Settings > ClickDimensions Settings.
Click on Auto Update.
This window will open:
It will show you which version of ClickDimensions you currently have and what the newest version is. Then you have 3 different options for updating, choose which one you'd like to use. See this article for requirements and details on how to manually update.
NOTE: This may affect the performance of your CRM for a few minutes.
Then scroll down and fill out the Email address you'd like the notification to be sent to that your solution has been updated:
Press Save. If you've checked the Automatically Update box, then you're done! If you've chosen to do Update Now, put the email address in first and press save, then press the Update Now button.
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.
Want more information? Check out the Auto-Update FAQs.
For Microsoft CRM 2011 or CRM Online customers, the ClickDimensions solution can be automatically updated when a new solution is released or on-demand.
NOTE: You must have the ClickDimensions Service Role in order to do this. SEE THE NOTE AT THE TOP OF THE DEPLOYMENT ARTICLE ABOUT CHANGES TO YOUR CUSTOMIZATIONS THAT CAN OCCUR WHEN A MANAGED SOLUTION IS IMPORTED INTO CRM.
First, you'll need to navigate to Settings > Process Center > Processes and view all your Active Processes. Please look for these five ClickDimensions Processes:
- ClickDimensions Execute Send
- ClickDimensions Execute Text Message Send
- ClickDimensions Form Auto Responder
- ClickDimensions Subscription Auto Response
- ClickDimensions Survey Auto Responder
Once you've located these records you'll need to assign them to yourself. You can re-assign them to the original owner after the update has run.
Then go to Settings > ClickDimensions > ClickDimensions Settings and click on Auto Update.
This window will open:
It will show you which version of ClickDimensions you currently have and what the newest version is. Then you have 3 different options for updating, choose which one you'd like to use. See this article for requirements and details on how to manually update.
NOTE: This may effect the performance of your CRM for a few minutes.
Then scroll down and fill out the Email address you'd like the notification to be sent to that your solution has been updated:
Press Save. If you've checked the Automatically Update box, then you're done! If you've chosen to do Update Now, put the email address in first and press save, then press the Update Now button.
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.
Want more information? Check out the Auto-Update FAQs.