Install, update, or remove a preferred solution

Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)

Install preferred solutions to gain added features and functionality for Dynamics 365 for Customer Engagement apps.

List of preferred solutions

The list of available solutions varies. Some solutions like Office 365 groups for Dynamics 365 for Customer Engagement apps are freely available and visible by default. Trials for some solutions are gated and will only be visible if you go through Settings > Dynamics Marketplace or appsource.microsoft.com and sign up for the solutions. If you buy a new service subscription through Office Commerce, any associated solution installer also becomes visible in the Solutions tab after that purchase is recognized by the provisioning system.

Install a preferred solution

  1. Sign in to https://portal.office.com with your Global administrator or Customer Engagement apps System Administrator credentials.

  2. Select Admin centers > Dynamics 365

  3. Select the Instances tab, and then select the instance to add the solution to.

  4. Select Manage your solutions Manage your solutions.

  5. Select the solution you want to install and select Install.

    Proceed through Terms of service to accept the terms.

    The status for the solution changes to Installation pending.

    The status for the solution will change to Installed when the solution is ready.

Update a preferred solution

  1. Sign in to https://portal.office.com with your Global administrator or Customer Engagement apps System Administrator credentials.

  2. Select Admin centers > Dynamics 365

  3. Select the Instances tab.

  4. Select the instance with the solution to update, and then select Manage your solutions Manage your solutions.

    Select an instance and Manage your solutions

  5. Select the solution you want to update, and then select Upgrade.

    Select solution and upgrade

  6. Proceed through Terms of service to accept the terms and start the upgrade.

Delete a preferred solution

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

  2. Sign in to Customer Engagement apps.

  3. Select Settings > Solutions.

  4. Select a solution and select Delete.

See also