Installing the WalkMe for Microsoft Dynamics Package

Last Updated December 28, 2023

Deploying WalkMe Directly with a Package

You can use the WalkMe for Dynamics package to get WalkMe to your users, even if you don’t plan on using the WalkMe extension. 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.

Install the Package

Install from Microsoft AppSource
Note

  • These steps must be performed by a Dynamics System Administrator
  • The package must be installed in every Dynamics environment you need WalkMe in
  • You do not need to install the package if you are planning on using the WalkMe extension
  • Make sure you send your customer their WalkMe system GUID, as it is required during package configuration

  1. Go to the WalkMe AppSource page and click Get it now
  2. Accept the consent
  3. 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.
  4. Choose which environment to install to 
    • Tip: Usually Production or Sandbox
  5. Wait for WalkMe to be installed
  6. Once installed go to Settings > Advanced Settings inside Dynamics
  7. You will be prompted to activate
    • To activate manually:

      1. Click Settings > Solutions
      2. Click on WalkMe for Dynamics 365
  8. Enter your WalkMe Guid to activate
  9. 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
Note

  • These steps must be performed by a Dynamics System Administrator
  • The package must be installed in every Dynamics environment you need WalkMe in
  • You do not need to install the package if you are planning on using the WalkMe extension
  • Make sure you send your customer their WalkMe system GUID, as it is required during package configuration

  1. Download the latest version of the package ZIP file
  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.

Install older (1.x) package versions via Solution ZIP file (including On Premise)

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

    • Important: If the WalkMe Configs button does not appear, click the Advanced Funnel icon on the top bar:
    • Click on the dropdown arrow to the right of “Look for:”
    • 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 into the WalkMe Environment text area
      • For example, “customEnv”
  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.
  8. 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

First install and configure the new package following the steps on this page. Ensure WalkMe is working as expected on the new version before removing the old package.

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!

  1. Download the latest version of the package ZIP file
  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

Get to Know & Use

Once deployed successfully, a Dynamics CRM administrator can configure WalkMe. To access the WalkMe package configuration as an administrator:

Configure 2.0 package
Note

Any configuration changes will not reflect until users do one of the following:

  • Restart their browser
  • Open Dynamics in a new tab
  • Clear session storage (cache)
  • Run the following command in the console: _walkmePackage.clearConfig();

Navigate to the configuration page:

  • Click Settings > Advanced Settings
  • Click the Settings dropdown and select Customization > Solutions
  • Click WalkMe for Dynamics 365

Adjust the configuration as needed:

Settings

  • WalkMe Guid: You will have received your Guid from WalkMe in an email. If not, contact your WalkMe CSM or DAC or WalkMe Support to request it
  • WalkMe Enabled: Enables or disables WalkMe for all end users
  • Environment: This should align with your WalkMe Editor environment (choose Other for any non-standard / custom environment, then you can enter the environment name)

Additional options

  • Hosting (from ver 2.1): Choose US or EU data center, or self hosted
  • Mobile Apps Enabled (from ver 2.3): Enables WalkMe to load (web version) on the Android and iOS mobile apps for Field Service and Dynamics

Other notes:

  • For Other (custom) environments, you should use the custom environment name (i.e. ‘dev’, ‘uat’ etc) and ensure it is case sensitive

Configure older (1.x) package

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