- Dynamics 365
- Legacy
For Microsoft Unified Interface customers, the ClickDimensions solution can be automatically updated when a new solution is released or on-demand.
The ClickDimensions Service user must have the System Administrator security role to use the Semi-Automated and Automated update options. 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 > Advanced Settings.
Then go to Settings > Processes and view all your Active Processes.
Look for and select these three ClickDimensions Processes:
- ClickDimensions Execute Send
- ClickDimensions Execute Social Post
- ClickDimensions Execute Text Message Send
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 & Support > ClickDimensions Settings.
Click on Solution Management.
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.
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 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.
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 Semi-Automated and Automated update options. 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 three ClickDimensions Processes:
- ClickDimensions Execute Send
- ClickDimensions Execute Social Post
- ClickDimensions Execute Text Message Send
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 Solution Management.
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.
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 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.