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Package Upgrade - Connector for Dynamics

Package Upgrade - Connector for Dynamics

Owned by Matteo Marchionne
Last updated: Nov 12, 2024
2 min read

Below is a step-by-step instructions on installing the eSAW connector package upgrade via zip file.

 

Open Advanced Settings option

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  1. Click the gear Icon

  2. Click "Advanced Settings"

Open Solutions list

Depending on your Dynamics instance, the procedure to access the "Solutions list" may vary. Here is the standard procedure:

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  1. Click "Settings" drop down

  2. Click "Solutions"

If you are using a newer version of Dynamics, you may need to follow a different procedure to access the "Classic Solutions interface":

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  1. Click "Solutions", so a new tab should open. Look at next step of the procedure

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  1. Click "…" for more commands

  2. Click “Switch to classic“

 

Import the package

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  1. Click the "Import" button to import the package

  2. Click on "Choose file" and select the solution zip file

  3. Click "Next"

 

Proceed with the upgrade

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  1. Click on "Next"

 

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  1. Verify the selection of the predefined and recommend option "Upgrade"

  2. Verify the selection of the predefined and recommend option "Maintain customizations"

  3. Click on "Import"

 

Wait until the end of the installation process

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Wait without closing the opened browser windows

 

Close import log window

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  1. Click "Close"