Install WalkMe for Microsoft Dynamics

Last Updated June 29, 2022 Download as PDF
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Let’s get WalkMe to your users!

There are just a few steps to get WalkMe up and running on Microsoft Dynamics. In order to complete the installation, you must have access to a Dynamics Administrator account and the Dynamics Package. Once complete, your published WalkMe content will immediately be accessible and WalkMe will begin collecting data.

Please note:

Install the Package

Install from Microsoft AppSource
Step
Description
1. Go to the WalkMe AppSource page and click Get it now

2. Accept the consent
  • You will be taken to the Dynamics 365 Power Platform Admin Center to complete the installation

Note: You may need to sign in to your Dynamics admin account first.

 

3. Choose which environment to install to

Tip: Usually Production or Sandbox 

4. Wait for WalkMe to be installed

5. Once installed go to Settings > Advanced Settings inside Dynamics

5. You will be prompted to activate

To activate manually:

  1. Click Settings > Solutions
  2. Click on WalkMe for Dynamics 365

6. Enter your WalkMe Guid to activate

Once activated, you can adjust your configuration as needed

You’re done! Now any published items will appear to your users.

Install from Solution zip file
Step
Description
1. Download the latest version of the package ZIP file Download Link
2. Go to Settings > Advanced Settings inside Dynamics

3. Click the Settings dropdown and select CustomizationSolutions

4. From the toolbar, select Import

Note: If you see that an older version of the WalkMe package is installed, make sure to delete it before moving on to the next step.


5. Browse and select the WalkMe package you downloaded, then click Next

6. Follow the prompts to import the solution

Note: After the import is complete, the installation is still processing some background tasks, because of that, it may take up to 10 minutes before you see any content appear.


7. From the Solutions page, click on WalkMe for Dynamics 365

8. Enter your WalkMe Guid to activate

Note:

  • Prior to activation, a default WalkMe snippet will be installed to help the Admin get started.
  • This will only be shown to the Admin.

9. Once activated, you can adjust your configuration as needed

You’re done! Now any published items will appear to your users.

Update the Package

Upgrade from 1.x to 2.x

All you need to do is first remove the old package, then install and configure the new package following the steps on this page!

Upgrade from 2.x to 2.x

To update the 2.x package, you can install the new package on top of the old one!

Step
Description
1. Download the latest version of the package ZIP file Download Link
2. Go to Settings > Advanced Settings inside Dynamics

3. Click the Settings dropdown and select CustomizationSolutions

4. From the toolbar, select Import

5. Browse and select the WalkMe package you downloaded, then click Next

6. Follow the prompts to import the solution

Note: For Import Options, leave the defaults as-is:
  • Upgrade
  • Maintain Customizations
  • Enable any SDK message

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