The Sales Engagement Solution consists of two Dynamics managed solutions that can be uninstalled by following the below steps.
NOTE: this article and below steps apply only to the Sales Engagement Solution for Dynamics + Click Marketing Automation.
NOTE: If you are uninstalling SE for the purpose of upgrading to our new data model, please open a ticket with Click Support so that we can make the necessary changes to your account, which will enable you to download the latest SE solutions utilizing the new data model.
Step 1: Navigate to Advanced Settings
Within Dynamics, click on the ‘gear’ icon in the top right navigation, and select ‘Advanced Settings’. This will open the Power Platform Environment Settings page in a new browser window.
Step 2: Navigate to Solutions
On the Power Platform Environment Settings window, select Solutions from the left-side navigation. This will open a page listing all solutions installed in this Dynamics environment.
Step 3: Display all solutions
The Solutions page lists all solutions installed in this Dynamics environment. Expand the Display Name column by dragging the column to the right so that the full name of the installed solutions is visible.
Note: Depending on the number of solutions installed, you may need to sort by Publisher, by clicking on the Publisher column heading. This will sort all solutions by their respective Publisher. You can then search for "ClickDimensions".
Step 4: Identify the solutions to be uninstalled
Once you can view the full Solution name, please identify the two solutions that will need to be uninstalled in the following order:
- ClickDimensionsSalesEngagementD365
- ClickDimensionsSalesEngagement
Step 5: Uninstall solution: ClickDimensionsSalesEngagementD365
To uninstall the solution, click on the checkbox to the right of the ‘ClickDimensionsSalesEngagementD365’ solution name and select the Delete button in the Solution sub-header navigation.
NOTE: You can only delete one solution at a time and must repeat this process for both solutions.
The pop-up window will confirm the deletion of the solution, click on the ‘OK’ button to proceed.
Step 6: Uninstall solution: ClickDimensionsSalesEngagement
Repeat the above Step 5 for the "ClickDimensionsSalesEngagement" solution.