Deployment

Install, upgrade, or uninstall a solution from the Microsoft Dynamics Marketplace

This article provides information about installing, upgrading, and uninstalling a solution that you’ve acquired from the Microsoft Dynamics CRM Marketplace. The article includes best practices and a list of some common issues and their suggested resolutions.

Install a solution

This section helps you with installing a solution. Before you acquire a Microsoft Dynamics CRM solution, make sure that you verify minimum version requirements to ensure the solution is compatible with your system version.

Best Practice

If you have questions or encounter issues that are difficult to resolve during a solution installation, read the information that the solution publisher provided. If that doesn’t resolve the issue, visit the Microsoft Dynamics CRM Forum. There, you can ask questions and get help from peers and Microsoft Dynamics CRM experts.

Also, refer to the table at the end of this procedure. It has a list of common installation issues and their resolutions.

  1. In the Navigation Pane, click Settings, and then under Customization, click Solutions.
  2. On the Actions toolbar, click Import to open the Import Solution Wizard.
  3. On the Import Options page, the Activate any processes and enable any SDK message processing steps included in the solution check box is displayed. This option appears only if workflows, dialogs, or plug-ins are components in the solution. If you select this check box, those components will be activated automatically during installation. Otherwise, you can individually activate each one after installation.

    Import options message

  4. Continue through the wizard until you reach the Importing Solution page, where you can review the results of the installation. This page either displays a message confirming that the installation completed successfully or provides a list of errors that occurred during the installation process. To view more details about any errors, click Download Log File. Otherwise, to finish the import, click Close.

    Import completed successfully message

This table has a list of some common issues that you might encounter when you install a solution and their resolutions.

Issue

Comments and Resolutions

Solution installation freezes

Don’t cancel the installation - wait for the solution installation process to continue on its own.

This might be a network issue or the server might not have sufficient memory to consume the new data quickly enough. Consider doing the installation at night when there’s less stress on the network.

If you’re installing the solution in the On-Premises version of Microsoft Dynamics CRM consider first doing a full database backup when network traffic is low. You’ll then be able to roll back if there are unwanted effects during solution installation.

Customizations are overwritten because the JScript web resource names in the solution that you’re installing are not updated.

Jscript web resources are usually named based on the entity. For example,opportunity_main_library.js. A solution developer should rename the Jscript files to avoid overwriting an organization’s existing customizations.

The fix is to do a database-level rollback to the version of Microsoft Dynamics CRM that existed before the solution installation.

Best Practice:

Always install a solution in a test environment before installing it in a production environment.

Generic SQL Server errors

There can be many causes for these. If you receive an error, cancel the installation and then try it again. If that doesn’t resolve it, the most common resolutions to errors are:

  • Verify that another installation is not occurring concurrently.
  • Verify that no one is creating or publishing customizations simultaneous to the solution installation.
  • View the SQL Server trace logs and fix issues detailed within it.

Upgrade an installed solution

This section details the steps for upgrading a solution that you have installed in your Microsoft Dynamics CRM system.

Best practice

Perform a backup of the customized solution before you upgrade it. You can then reimport it if errors occur or if you unintentionally overwrite customizations during the upgrade.

  1. In the Navigation Pane, click Settings, and then under Customization, click Solutions.
  2. On the Actions toolbar,, click Import to open the Import Solution Wizard.
  3. Start to work through the wizard.

    If you install a new version of a solution that you’ve customized, when you reach the Import Options page of the wizard, you will have a choice to either maintain those customizations or overwrite them with data from the newer solution version. Be aware that if you decide to overwrite, most of your existing solution customizations will be overwritten. The exceptions are customized forms and the sitemap.xml file.

    Overwrite solution customizations message

Uninstall a solution

This section has the steps for uninstalling a solution from your Microsoft Dynamics CRM system. If you’ve customized a solution to include relationships, look-up fields, and related functionality or user interface that interact with other Microsoft Dynamics CRM components, these are referred to as dependencies.

To delete a solution that has components with dependencies, you must first remove the dependencies. For more information, see View solution component dependencies.

  1. In the Navigation Pane, click Settings, and then under Customization, click Solutions.
  2. On the Actions toolbar,, click Delete to start uninstalling the solution. You'll get a message telling you if the solution was successfully deleted.

    If the solution you’re deleting has dependencies on other components in your Microsoft Dynamics CRM system, you’ll receive the error message shown in the following screen shot. To view any dependencies that you have to remove, click either the Details link or the Download Log File button. After you’ve removed the dependencies, try again to delete the solution.

    Cannot delete component message.

    Best Practice

    A quick way to remove dependencies that are blocking the uninstall is to reinstall a default, non-customized version of the component that is causing a dependency error. This overwrites the customizations that created the dependencies. It will overwrite only customized data. It will not delete any components. If any dependencies remain after you do this, you’ll have to remove those manually.

Applies To:

Microsoft Dynamics CRM 2011

(For CRM Online, CRM 2013, and CRM 2015, see CRM Help & Training.)