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Installing the Microsoft Dynamics Finance & Operations package

Updated on November 29, 2021 Download PDFDownload as PDF
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Brief Overview

The WalkMe for Dynamics FinOps (ERP) Package injects the WalkMe snippet within a Dynamics ERP application. It also provides some limited segmentation.

Installing the Package

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Please note: A server administrator will need to install the package. It is not enough to be an administrative user of the Dynamics application.

Step Description
1. Download the latest version of the package ZIP file Download Link
2. Upload the software deployable package to the Asset library in LCS

3. Open the Environment details view for the environment where you want to apply the update

4. Click Maintain > Apply updates to apply an update

5. Select the WalkMe package to apply – Use the filter at the top to find your package

6. Click Apply

  • Notice that the status in the upper-right corner of the Environment details view changes from Queued to In Progress, and an Environment updates section now shows the progress of the package
  • You can refresh the page to check the status

 

7. Continue to refresh the page to see the status updates for the package application request

When the package has been applied, the environment status changes to Deployed, and the servicing status changes to Completed.

8. Access the System administration module

9. Under Step, click on WalkMe Setup

10. Configure WalkMe and click Save

Once saved, all users will get the new configuration on the next page reload (no cache or cookie clearing is required).

Configuring the Package

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Once deployed successfully, a Dynamics F&O administrator can configure WalkMe. They will see the following:

Step

Description

  1. Access the System administration module

2. Under Step, click on WalkMe Setup

3. Configure WalkMe and click Save

Once saved, all users will get the new configuration on the next page reload (no cache or cookie clearing is required).

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