Manually updating ClickDimensions is going to be very similar to deploying it. This article will detail the whole process, but if you've deployed ClickDimensions, please note that there are just a few extra steps that you should be aware of.
System Requirements
For on-premises deployments of CRM 2011, Update Rollup 17 or newer is required on the CRM server. You must be a System Administrator in order to manually update.It is always a good idea to backup your CRM database and/or customizations prior to importing or updating any managed solution from a third-party like ClickDimensions into your CRM.
Additional Configuration
For 2016+ solutions only, when you complete an import in CRM 2016, you will see the following pop-up screen that asks for your region, Account Key, and Token. You will only need to fill out this information if any of these details have changed in the solution. If you do not need to change anything, just close this pop-up.
This occurs to help prevent connectivity issues caused by installing a solution intended for a different environment, and the requested information can be found in the email you receive for the new solution file as well as within ClickDimensions Settings in CRM.
Import Options
When installing the solution, you will see the following pop-up:
Be sure to uncheck Stage for Upgrade and select Overwrite Customizations. We do not support the Stage for Upgrade function as it will not allow the solution import to complete.
If your environment is on CRM version 9+, your import options will look different (see below). In this case, you should still select the Update option and Overwrite Customizations. Upgrade will not properly install the ClickDimensions solution so we do not recommend using it.
Dynamics 365
First you'll download the ClickDimensions package by clicking the Download button in the Solution Management window which can be accessed at Settings & Support > Solution Management.
Next, you'll need to navigate to Advanced Settings > Settings > Process Center > Processes and view all your Active workflows. Find the three ClickDimensions workflows in your list of Active Processes:
- ClickDimensions Execute Send
- ClickDimensions Execute Social Post
- ClickDimensions Execute Text Message Send
Once you have located these workflows, assign them to your ClickDimensions Service User. If you do not know who your ClickDimensions Service User is, be sure to check with your CRM Administrator to find out.
Next, go to Advanced Settings > Settings > Customization > Solutions and click the Import button.
Browse to locate the .zip file you saved to your computer.
Click next and you will see an overview screen.
Click Next. On the following dialog select Overwrite customizations. Also be sure and check the Activate any processes... box below. This will enable CRM workflow processes used by our solution.
NOTE: This is necessary to ensure that all of our new features are enabled when your ClickDimensions solution is updated. However, if you have made customizations to entities that are included in the ClickDimensions solution, your customizations may be overwritten.
Next you will see a progress bar as the solution is imported. If the background screen shows a connection error, disregard it. This is a harmless CRM bug that will not adversely affect the import.
When the import is completed, go back to Settings > Process Center > Processes and you can reassign the three ClickDimensions workflows back that we assigned to your User earlier.
Dynamics 2013/2015
First you'll download the ClickDimensions package by clicking the Download button in the Solution Management window which can be accessed at Settings > ClickDimensions > ClickDimensions Settings > Solution Management.
Next, you'll need to navigate to Settings > Process Center > Processes and view all your Active workflows. Find the three ClickDimensions workflows in your list of Active Processes:
- ClickDimensions Execute Send
- ClickDimensions Execute Social Post
- ClickDimensions Execute Text Message Send
Once you have located these workflows, assign them to your ClickDimensions Service User. If you do not know who your ClickDimensions Service User is, be sure to check with your CRM Administrator to find out.
Next, go to Settings > Customization > Solutions and click the Import button.
Browse to locate the .zip file you saved to your computer.
Click next and you will see an overview screen.
Click Next. On the following dialog select Overwrite customizations. Also be sure and check the Activate any processes... box below. This will enable CRM workflow processes used by our solution.
NOTE: This is necessary to ensure that all of our new features are enabled when your ClickDimensions solution is updated. However, if you have made customizations to entities that are included in the ClickDimensions solution, your customizations may be overwritten.
Next you will see a progress bar as the solution is imported. If the background screen shows a connection error, disregard it. This is a harmless CRM bug that will not adversely affect the import.
When the import is completed, go back to Settings > Process Center > Processes and you can reassign the three ClickDimensions workflows back that we assigned to your User earlier.
