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.

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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