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home/Knowledge Base/DocumentsCorePack(DCP)/How to update the solutions of your online service

How to update the solutions of your online service

6233 views 2 Updated on October 9, 2024

This article demonstrates how to update your solutions for DocumentsCorePack and AttachmentExtractor Online Service.  Additionally, this guide details how to check the access mode of your user, in the event issues occur when attempting to update your solutions.

Note: Updating your solutions can take up to 60 minutes. During this time, the peformance of Dynamics 365 may be impacted. Due to this, we recommend updating your solutions outside of business hours.

How to update your solutions 

Open mscrm-addons.com and login with your admin credentials. Navigate to you My Account and select the Manage Services tab. 

Figure 1: The Administration Portal

A list of services is displayed. Select one to open the service overview. 

A list of services
Figure 2: A list of services

Navigate to the Version Info tab and click on the Reinstall/Upgrade button to update your service. 

The Version Info tab
Figure 3: The Version Info tab

How to check your access mode 

If you experience problems updating your solutions, you may need to check the access mode of your admin role. 

To find this information, begin by navigating to the Advanced Settings in your Dynamics 365 environment and click on the Security button. 

Figure 4A : Dynamics 365 > Advanced Settings > Security
Figure 4B : Dynamics 365 > Advanced Settings > Security (New Look)

Select Users. 

Users under Security
Figure 5: Users under Security

An overview of enabled users is displayed. Find and select your profile. In this example, it is the System Administrator user. 

Overview of enabled users
Figure 6: Overview of enabled users

 

Scroll down to the Client Access License (CAL) Information and check if the profile has the access mode: 

  • Read-Write or 
  • Non-interactive 

These access mode options are necessary for the admin role, so that no errors occur during the update. 

Make sure that the Administrative option is not selected. This option may cause problems. 

Client Access License (CAL) Information
Figure 7: Client Access License (CAL) Information

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com. 

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