Update the Solution

Roles required
To complete these steps, the user performing these actions must have:

• System administrator security role
• Be a global administrator (Only required when performing a Dynamics 365 online backup). You can also sign in with Dynamics 365 System Administrator or Delegated Admin security roles.

Introduction
Prior to updating the MISSION: Charge solution, prepare your deployment checklist. Updating an existing solution in your environment can affect the existing components and solutions already installed. If you have a staging or test environment, load the solution and test your existing components prior to deploying to a production instance.

1. Verify you have a compatible MISSION: Charge Solution
2. Back up your instance

3. Export your full solution
4. Export a separate sitemap solution if you have customized the default sitemap

Verifying your version of Dynamics 365
To check the current version of your Dynamics 365 instance, open your dynamics 365 instance in a browser.

Select “Settings”

Select “About”

Make a note of the version of Dynamics 365 and whether it is “on-premises” or being hosted by Microsoft “online”

Deleting the Certificate

As the licenses are tied to the version of the MISSION: Charge that you may be using, you must first delete the existing license record. To do so, navigate to “Settings” and Select “Certificates”

Within the “Certificates” view, select and highlight the certificate that has the value of the “Unique Name” set to “MISISONCharge” and select “Delete”

Loading the Solution
To load the solution, navigate to “Settings” and then select “Solutions”

Select the “Import” Icon

A wizard will now appear guiding you through the import process. Select “Browse” to locate the solution file that has been provided to you. Once selected, press “Next”

A warning may be shown if this solution is an update to an existing MISSION: Charge solution. If this is the case, simply ignore this warning and select “Import”. If no warning is received, continue to select “Import”.

You can also verify at this point the version of your solution, the notification should list your current and your target versions for the upgrade, verify the target version is what you are expecting.

Select “Next” and at the confirmation screen, ensure you have set the values “Overwrite customizations” and “Enable any SDK message processing steps included in the solution” to TRUE.

Re-run the Registration Process

To register the solution, navigate to “Settings” and then select “Solutions”

Locate the MISSION Solution that requires registering and click on the “Display Name” to open the solution and complete the registration process

Review the user agreement, accept the terms and conditions by selecting the check box and then select “Next”

Complete the registration information then select “Register”. The values that are mandatory are:

At this point the option to “Re-Register” is available. Please contact help@missioncrm.ca if any error messages appear and you are unable to register the solution.