Work 365

Upgrade Work 365

415 views September 19, 2018 August 14, 2019 5

Overview

This article describes the process of upgrading from Work 365 v2.5 and subsequent releases.

Version 2.5 of Work 365 is addresses Microsoft’s security policy mandates and MFA requirements that came into effect 1st August 2019. This is currently the minimum supported version of Work 365.

While Work 365 has been compliant to the Secure App Model for PartnerCenter integration since version 2.1, released February 2019, this v2.5 extends this model to the Dynamics 365 connection; which will be affected by the security policy updates.

Pre-requisites

The following must be available and configured before the installation process begins.

# Requirement Comments
1 Availability of tenantGlobal Administrator’ credentials with ‘System Administrator’ role in Dynamics 365. The global administrative privileges are required to enable the MFA policies and to give organization-wide consent for the Work 365 app.
2 User in step 1, should have a Dynamics 365 license assigned. The license is only required for the upgrade and can be unassigned after the installation has completed.
3 Work 365 Service account should have the ‘Work 365 Service’ role assigned. If you are upgrading from a solution that does not have the ‘Work 365 Service’ role in Dynamics CRM, you can do this after the “Install Work 365 v2.5” step in the upgrade process.
4 Work 365 Service account should have the ‘Work 365 Admin’ Field Security Profile assigned. Certain privileged fields are secured in Work 365 using a Dynamics 365 Field Security Profile called ‘Work 365 Admin’.
5 MFA must be enabled for the Work 365 Service Account Work 365 service account should have MFA enabled.
6 For 1-Tier (Direct Bill) partners only:

· An account in Partner Center (aka Integration Account)

· A ‘Native App’ in Partner Center

The integration account with Partner Center should be assigned an ‘Admin Agent’ role in Partner Center.

More information available at:

https://help.work365apps.com/documentation/billing/work-365-providers/configuring-microsoft-partnercenter-provider/

Install Work 365 v2.5

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. Obtain the copy of the latest solution file (see the Help & About page in your current version of Work 365).
  2. Navigate to Settings > Solutions
  3. Click on the Import button
  4. Select the Work 365 v2.5 solution file
  5. Complete the solution import process.
  6. When prompted, ensure that these options are NOT selected
    • Stage for Upgrade
    • Overwrite Customizations1
  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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