Microsoft Dynamics Upgrade Guide

Complete instructions for upgrading versions (6.0+) of Adobe Sign for Microsoft Dynamics CRM.

Overview

Upgrading the Adobe Sign for Microsoft Dynamics solution from any 6.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 30 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.

Obtain the current package from the integration hub >

 

The On-Premises _deployer package does not auto-install with iOS systems.  A ramification of this is that Admins on Apple systems need to unzip the _deployer file, and import the packages individually, and in order.

Steps 3-5 will need to be repeated for each package.

Import in this order:

  • The main package (looks similar to: AdobeSign_9_4_x_y _managed.zip)
  • The SiteMap package
  • The CustomerServiceHub package
iOS instgallation packages


Upgrading the Online package

Opmerking:

Due to the updated API calls that enable the 9.3 functionality, customers upgrading their existing Adobe Sign for Dynamics Online solution 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.

  1. The online version of the package is installed from Microsoft’s AppSource store:

    • Log in to Dynamics as a Dynamics Administrator at https://home.dynamics.com/
    • Click the Get more apps button
    • Search for Adobe Sign
    • Click Get it now
    AppSource offer card

  2. Provide any requested profile information

    • Check the checkbox to give Microsoft permission to use or share account information
    • Click Continue
      • You will be redirected to a new Terms and Privacy page
    One more thing

  3. On the Terms and Privacy page:

    • Select the correct Dynamics environment to apply Adobe Sign to (if you have more than one org)
    • Agree to Microsoft’s Legal Terms and Privacy Statement
    • Agree to the Privacy Statement and Legal Terms for importing packages into Dynamics 365
    • Click the Install button
    Opmerking:

    If a previous Adobe Sign for Dynamics package is already installed, then the package gets upgraded to the new version.

    Agree to ToC

  4. You are redirected to the Power Platform admin center; the installation starts automatically

    • Installation of the package takes roughly 30 minutes
      • Refresh the page to update the status
    Installing


Upgrading the On-Premises package

  1. Download the current OnPremise_Deployer from: https://helpx.adobe.com/sign/using/integration-guides.html#Dynamics and save it to your local system.

  2. Extract the downloaded file

    Extract the Deployer

  3. Open the extracted folder and double-click on the PackageDeployer.exe

    Extract the Deployer

  4. In the introduction screen of the Package Deployer tool:

    • Choose Continue
    Splash screen

  5. Connect to Microsoft:

    • Select the appropriate Deployment Type (On-premise)
    • Provide the authentication details to connect to the instance where you want to deploy the package
    • Choose Login
    Auth type

  6. After successful authentication, the Terms of Use for the Adobe Sign package is shown.

    • Review the Terms of Use
    • When done, click Next
    Adobe Sign terms of use

  7. Review the information on Ready to Install screen

    • Choose Next
    Ready to install

  8. After the validation completes successfully, choose Next

    Installed

  9. The package deployment status and log file can be viewed.

    • After a confirmation message is displayed on successful deployment of the package, click Next
  10. Review the name and information about the package, and choose Finish to exit the Package Deployer tool. The solution is upgraded.

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