Work 365

Upgrade Work 365

1514 views September 19, 2018 December 29, 2020 7

Overview

This article describes the process of upgrading Work 365.

 

Upgrading to v3.5:

  • Pre-requisites:
    • first upgrade to 3.2 if not already on this version. Follow the steps below to upgrade to 3.2.
    • Ensure all unit mapping is completed in the configuration settings > general tab of Work 365.
    • then run the license change log mismatch report. Resolve any mismatches that appear, only for active subscriptions.
    • Ensure all other upgrade pre-requisites are met
    • Complete the upgrade steps below for 3.5.

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. Ensure that the CRM language is set to the default CRM language of the system. Importing of a CRM solution must be completed with the language settings in the default CRM language.
  3. Navigate to CRM Settings ➤ Solutions
  4. Click on the Import button
  5. Select the latest Work 365 solution file
  6. Complete the solution import process.
  7. When prompted, ensure that these options are selected
    • Upgrade
    • Maintain Customizations
  8. Click Next and complete the install process.
  9. 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. After the green progress bar has disappeared and it looks like the import is finished, go to the solutions > settings page to confirm if the upgrade solution has merged with the core solution. If the upgrade solution is still visible, wait until it disappears and the core solution shows the new version. This is a CRM process that needs to complete. Note that it can take some time for CRM to complete this process.

  1. Once the installation process is completed and the core solution shows the new version open the solution file.
  2. Then click the Upgrade button. At this time QBD users will also need to update the QBD Connector for Work 365. 2
  3. This page will confirm the email which will be notified when the upgrade has completed. Then hit Begin Upgrade which will start the upgrade process.

4. Once this screen has arrived go ahead and close the window.

5. This is the email notification that will be sent confirming the upgrade process has completed.

 

Congratulations! The Work 365 upgrade process was completed successfully!

 

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