Import, upgrade or uninstall

Installing and upgrading

There are two ways you can install the Exerpian Data Validation MS Dynamics 365 PCF Control solution:

1. AppSource

  1. Go the AppSource

  2. Click Get it Now

  3. Sign in

  4. Fill out the mandatory information on the Experian Data Valdation for Dynamics 365 CRM pop up, and agree to the Microsoft Permissions.

  5. Click Continue

    This will take you through to the Power platform admin center.

  6. On the right hand side you should see an install window. Select the environment you want to install the solution into, and agree to both Microsofts legal and privacy statement.

  7. Click Install

    You should then be taken to your environment and see the Experian Data Validation for Dynamics 365 CRM solution in the app list and its status.

    This will install into the environment you have selected, but also at the tenant level. This means you then can activate the solution in other environments. To do this, view this MS Dynamics 365 guide.

    Our Sales team will then be in touch to get you set up with licences (they will contact you via the details you entered while installing the solution.)

2. Uploading file directly

  1. Contact Support
  2. Open the email you will have received from Experian.
  3. Follow the instructions in this email to access and download the Experian Data Validation for MS Dynamics 365 solution files onto your local drive.

To import the solution files:

  1. Log in.
  2. Select Solutions in the left panel.
  3. Select Import in the top panel.
  4. Click Browse and select the Experian Data Validation for Microsoft Dynamics 365 zip file on your computer.
  5. Click Next.
  6. Click Import.
  1. Log in.
  2. Select Advanced settings in the settings dropdown menu to the top right.
  3. Click the arrow next to settings on the left hand side of in the Main dashboard, and then click Solutions under the Customization sub-menu.
    Main dashboard drop-down menu
  4. Click Import in the top bar of the All Solutions window.
  5. Click Choose file in the Import Solution pop-up window and select the Experian Data Validation for Microsoft Dynamics 365 zip file on your computer.
  6. Click Open.
  7. Click Next and then click Import to begin the import process.
  8. Click Close once this is complete.

3. Configure security role

Follow the steps below to create a security role that holds the permissions that users or teams require to access the artifacts of the Experian Data Validation solution. Once created, you can assign the security role to users or teams that require access to the solution.

The page to configure a new security role is currently only available in the Classic interface.
Follow the steps below to navigate to the new security role page:

  1. Log in and select Advanced settings in the settings dropdown menu to the top right.
  2. Click the arrow next to Settings on the left-hand side of in the Main dashboard, and then click Security under the System sub-menu.
  3. Under the title "Which feature would you like to work with?" select Security Roles.
  4. On the Security Roles page click the New menu option in the page header.

Once on the New Security Role page follow these steps:

  1. Enter ExperianDataValidationRole as the Role Name.
  2. Select the tab Customization.
  3. Locate the entry in the list with table name Solution and set the Read permission to Organization (a solid green circle).
  4. Select the tab Custom Entities.
  5. Locate the entries in the list below with the following table names and set the Read permission to Organization (a solid green circle):
    • Address validation token
    • Email validation token
    • LookupMap
    • Mapping
    • OptionSetMap
    • Phone validation settings
  6. Click the menu option "Save and Close".

Having created the security role it can now be assigned to individual users or, what is more common, to a team. Follow the steps below to add the newly created security role to a team (similar steps can be used to assign the role to a user):

  1. On the Settings Security page (in the Classic UI) under the title "Which feature would you like to work with?" select Teams.
  2. Select the team which you would like to assign the ExperianDataValidationRole security role to and click the "MANAGE ROLES" menu option at the top of the page.
  3. In the Manage Team Roles dialog that appears select the checkbox for the ExperianDataValidationRole item from the list of security roles displayed.
  4. Click the OK button to assign the role to the team.

Security roles can be assigned to as many teams and individual users as required. The ExperianDataValidationRole security role can also be used as a template if you would rather incorporate its permissions directly into other security roles.

Uninstall

To uninstall the solution via:

  1. Log in.
  2. Select Solutions in the left panel.
  3. Click the tick next to the solution (i.e. Experian Data Validation for Microsoft Dynamics 365) you want to delete from the list.
  4. Click Delete in the top panel.
  5. Click Delete in the pop up window to confirm deletion.
  1. Log in.
  2. Select Advanced settings in the settings dropdown menu to the top right.
  3. Click the arrow next to settings on the left hand side of in the Main dashboard, and then click Solutions under the Customization sub-menu.
    Main dashboard drop-down menu
  4. Click the box next to the solution (i.e. Experian Data Validation for Microsoft Dynamics 365) you want to delete from the list.
  5. Click Delete (the cross icon in the top panel of the All Solutions page).
  6. Click OK to confirm deletion.
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