Import the MISSION: Auto Number 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 importing the MISSION: Auto Number solution, prepare your deployment checklist. Deploying a new solution into 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: Auto Number
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”

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: Auto Number solution. If this is the case, simply ignore this warning and select “Import”. If no warning is received, continue to select “Import”

A notification will appear stating that the import has been successful. Please contact help@missioncrm.ca if any error messages appear and you are unable to complete these steps successfully.