Deploy and operate Dynamics 365 Customer Engagement (on-premises), version 9.x

Dynamics 365 Customer Engagement (on-premises), version 9.1 is available as an update to version 9 customers.

  • If you already have version 9 or 8.2 deployed, start here: Update Customer Engagement (on-premises)

  • If you are installing Customer Engagement (on-premises) for the first time, select 9.0 from the Version list above the left navigation to view the deployment instruction for version 9.

This guide provides a set of comprehensive deployment and operation topics that can help you plan, deploy, and maintain Dynamics 365 Customer Engagement (on-premises), version 9.

Upgrade information: If you’re an existing customer interested in upgrading your deployment for earlier version (8.x), start with the Plan your upgrade to Dynamics 365 Server topic.

Administration and customization information: If you're an administrator or customizer, see the Administrator Guide for Dynamics 365 Customer Engagement (on-premises).

Reporting and analytics information: If you're a report writer or other analytics professional, see the Reporting and Analytics Guide for Dynamics 365 Customer Engagement (on-premises).

Operate the deployment using PowerShell: Use these topics to find help for the Windows PowerShell cmdlets for Dynamics 365 Customer Engagement (on-premises). More information: Microsoft Dynamics 365 Customer Engagement (on-premises) PowerShell Reference

This documentation set includes the following areas:

Note

For the deployment and administration information of the previous version (8.x), see Deploy and operate Dynamics 365 Customer Engagement (on-premises), version 8.x.

Deployment and operation known issues

A deployment administrator can't perform deployment adminstration tasks

After a user is added as a deployment administrator, the member of the Deployment Administrators group might be unable to perform a deployment administrative task, such as importing an organization database. More information: Known issue where a deployment administrator has insufficient permission