Installing the Microsoft Dynamics Finance & Operations package

Last Updated July 4, 2023

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:

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

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
Access the System administration module
2. Under Step, click on WalkMe Setup
3. 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: Choose US or EU data center, or self hosted Other notes: For Other (custom) environments, you should use the custom environment name (i.e. 'dev', 'uat' etc) and ensure it is case sensitive