This article covers how to update your CDSE solution to the latest version. This is the only method available for updating CDSE.
First, navigate to the Solution Management window which can be accessed at Settings & Support > Solution Management. When open, it looks like this:
Select the ClickDimensionsSalesEngagement solution and click the "Update" button, which will bring you to this window:
Verify that the Notification Email contains your email address, or the email address of whoever should be notified when the CDSE update process is complete. Then, click the "Download" button to download the CDSE installer package as a zip file.
Once the installer package has been downloaded, right-click on the zip file and open its Properties. In the properties window, check to see if there is a "Security" section with a message about the file being potentially blocked. If you see this section, check the "Unblock" box and click "Apply", then "OK":
After ensuring that the zip file is unblocked, extract the contents of the zip file, open the resulting directory, and run the PackageDeployer application file:
The Package Deployer will open and present you with this window:
Click "Continue" and follow the prompts to connect to your desired environment and run the update. You will need to either provide the details for your on-premise environment, or log into your Office365 account and select the relevant online environment. If you are unsure of which details to enter or which environment to select, please speak with your Dynamics/CRM administrator.
The update may take some time, and an email will be sent to the Notification Email set in the Solution Update Window when the update is finished.