Install WalkMe for Microsoft Dynamics

To install WalkMe for Microsoft Dynamics, there are just four quick components:

Step 1) Download an installation package

Choose from among the following per your version of Microsoft Dynamics:

Step 2) Import the package to Microsoft Dynamics

1. Log into Microsoft Dynamics with your admin credentials;
2. Click the menu icon and hover over Settings:
   
3. Under Customization, click Solutions:
   
4. Click Import:
   
5. Click Choose File:
   
6. Find the WalkMe Package file on your computer;
7. Select the file and click Import;
8. Once the import is complete, click Close;
9. Click Settings;
10. Click Customizations:
    
11. Click Customize the System:
    
12. Expand Entities;
13. In the left sidebar, click WalkMe Config:
    
14. Check Settings:
    
15. Click Save and Publish.

Step 3) Set up the WalkMe package

1. Refresh Microsoft Dynamics;
2. Close the popup and refresh Microsoft Dynamics again;
3. Click Settings;
4. Click WalkMe Configs:
   
   1. IMPORTANT: If the WalkMe Configs button does not appear, click the Advanced Funnel icon on the top bar:
      
      
   2. Click on the dropdown arrow to the right of “Look for:”
      
   3. Select WalkMe Configs from the “Look for” dropdown:
      
5. Click New WalkMe Config:
   
   
6. Check the “Enabled” box and enter your WalkMe GUID (see our article How To Retrieve Your Account’s GUID to learn to obtain your GUID):
   
   • Select Production Environment if using the WalkMe Production environment;
   • Select Sandbox Environment if using the WalkMe Test environment;
   • If you need to use any other WalkMe environment, enter the alternative WalkMe environment name (e.g., “customEnv”) into the WalkMe Environment text area.
7. Click Save;

Step 4) Configure WalkMe to appear for all roles

1. Hover over Microsoft Dynamics CRM and click Settings;
2. Click Settings;
3. Click Security;
4. Click Security Roles:
   
5. Select a role that you wish WalkMe to use:
   
6. Click the Custom Entities tab and switch on the “Enable” checkbox:
   
7. In the Read column, select WalkMe Config. Repeat this process for all desired roles:
   

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