If you are upgrading from Microsoft Dynamics 365 v2, we advise you to uninstall this from your solutions list first.
To download our solution:
Open the email you will have received from Experian.
Follow the instructions in this email to access and download the Experian Data Quality for Microsoft Dynamics 365 solution files onto your local drive.
Remember where you have saved these files as you will need them for the next steps.
To import/upgrade the solution files:
Log in.
Select Solutions in the left panel.
Select Import in the top panel.
Click Browse and select the Experian Data Quality for Microsoft Dynamics 365 zip file on your computer.
Click Next.
Click Import.
Log in.
Select Advanced settings in the settings dropdown menu to the top right.
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.
Click Import in the top bar of the All Solutions window.
Upgrade
Do not click the apply solution upgrade. This will not import the solution correctly.
Click Choose file in the Import Solution pop-up window and select the Experian Data Quality for Microsoft Dynamics 365 zip file on your computer.
Click Open.
Click Next and then click Import to begin the import process.
Click Close once this is complete.
Uninstall
Clear Customizations
We recommend clearing any customizations that are based on the solution before trying to delete, i.e. if a custom field is based on the CountryCode option set, it will make it impossible for the solution to be deleted due to the field's dependency on the solution's elements.
To delete the solution via:
Log in.
Select Solutions in the left panel.
Click the tick next to the solution (i.e. Experian Data Quality for Microsoft Dynamics 365) you want to delete from the list.
Click Delete in the top panel.
Click Delete in the pop up window to confirm deletion.
Log in.
Select Advanced settings in the settings dropdown menu to the top right.
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.
Click the box next to the solution (i.e. Experian Data Quality for Microsoft Dynamics 365) you want to delete from the list.
Click Delete (the cross icon in the top panel of the All Solutions page).
