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Install WalkMe for Microsoft Dynamics

Updated on December 3, 2021 Download PDFDownload 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

6. 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.

Once activated, you can adjust your configuration as needed

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

Install older versions of the package (1.x)

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:

Dynamics CRM Version

Link to Download Package

9 regular UI + Unified User Interface WalkMe Dynamics Package 1.1
8.1 WalkMe Dynamics Package 1.0.5+
8.0 WalkMe Dynamics Package 1.0.5
7.1 WalkMe Dynamics Package 1.0.3
6.1 WalkMe Dynamics Package 1.0.1

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.

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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