Work 365

Upgrade Work 365

895 views September 19, 2018 August 3, 2020 6

Overview

This article describes the process of upgrading Work 365.

Work 365 has been compliant to the Secure App Model for Partner Center integration since version 2.1, released February 2019.

Install Work 365

Please note that these steps MUST be executed as the Work 365 service account or an account with System Administrator privileges in Dynamics 365. This account MUST have a Dynamics 365 Customer Engagement license assigned.

  1. To download the latest version of Work 365: Under the Administration Menu > Help & About page, click the download link.
  2. Navigate to CRM Settings ➤ Solutions
  3. Click on the Import button
  4. Select the latest Work 365 solution file
  5. Complete the solution import process.
  6. When prompted, ensure that these options are selected
    • Upgrade
    • Maintain Customizations
  7. Click Next and complete the install process.
  8. This may take a while and some browsers may not show a progress indicator.

Complete the Upgrade Process

Please note that these steps MUST be executed as the Work 365 service account or an account with System Administrator privileges in Dynamics 365. This account MUST have a Dynamics 365 Customer Engagement license assigned.

  1. Once the installation process is completed, go to Settings > Customizations > Solutions
  2. Locate the Work 365 solution and ensure that the version is now reflecting the new version.
  3. Click on Work 365 under the Display Name column, to open the solution page.
  4. Click the Upgrade button2
  5. The following page will be presented. Click the Begin Upgrade button to commence the upgrade process.3
  6. Wait for the upgrade process to be completed. Do not close the browser window or navigate to another page.4
  7. The upgrade process is completed when a screen like below is shown.5

Congratulations! The Work 365 upgrade process was completed successfully!

 

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