Complete instructions for upgrading versions (5.0+) of Adobe Sign for Microsoft Dynamics CRM.

Overview

Upgrading the Adobe Sign for Microsoft Dynamics solution from any 5.x version or later is a straight forward process of importing the new package, verifying some configuration elements, and then letting the package install. The process from start to finish generally takes under 15 minutes for most administrators.

DO NOT uninstall the existing package.

The upgrade process will update the existing package with the new content in place.

Previous customizations will remain intact and the user experience will be unchanged.

 

To obtain the upgrade package, please contact your account Customer Success Manager.

Installing the package

Log in to your Dynamics CRM environment as an Administrator

  • Navigate to Settings > Solutions
Navigate to Main > Settings > Solutions

The All Solutions page loads:

  • Click the Import icon
The Import icon

The Select Solution Package page loads:

  • Browse to the Adobe Sign v6 file that you downloaded
  • Click Next
Browse to the Adobe Sign v5 binary

The Solution Information page loads:

  • Click Next
The Solution Information page

The Import Options page loads:

  • Ensure that Upgrade is selected
  • Ensure that Overwrite customizations is selected
  • Ensure that the Enable any SDK message processing steps… option is checked
  • Click Import
Upgrade import options

The Importing Solution page loads and imports the package. 

This process may take a few minutes. Once the process is completed, you should receive a success message.

  • Click Close
The imported package


Upgrading to 9.3 - Action Required

Due to the updated API calls that enable the 9.3 functionality, customers upgrading their existing accounts from a version prior to 9.3 will need to recreate the real-time automatic status updates with Power Automate using the updated Template: Update Dynamics Agreement record on agreement state change in Adobe Sign.