Auto-Update FAQs


ClickDimensions has introduced an auto-update feature for the ClickDimensions solution in CRM 2015, CRM 2013, CRM 2011, and CRM Online environments. Below are frequently asked questions about auto-update. For more information on the actual update process, please click here.

1. Will Auto-Update be available for CRM 4.0?

No, Auto-Update will not be available for CRM 4.0. Unfortunately remote deployment of solutions is not possible with CRM 4.0.

2. How often are updates made available?

If you choose the full-automated update option, updates will be deployed as they are released. ClickDimensions releases bigger updates to the CRM solution approximately once a month, and occasionally a smaller bug fix release. The full-automated update does not get deployed immediately after a new solution is available, it will typically run a couple of weeks after a new release.

3. Is there a way to roll-back an Auto-Update?

The Auto-Update feature uses standard CRM methods to remotely install the latest version of the ClickDimensions solution. You also have the option to download the solution and perform a manual installation. You should make sure you have a good, tested back-up of your CRM database prior to installing or updating any solution, as CRM at this time does not provide a way to roll-back a solution update.

4. What happens if the update does not work?

If the update does not work, you will receive an email with information about the problem that was encountered.

5. If I choose the “Update Now” option, how long does it take to perform the update?

The update process is handled asynchronously, meaning that it will be queued up for processing, and may take several minutes to a few hours to complete. Factors that can impact the speed of the update process include: the level of demand for updates from the ClickDimensions system, the performance of your CRM infrastructure, and internet and network bandwidth and latency.

6. What about the ClickDimensions workflow rules?

If you choose the semi-automated or fully-automated update options,  the update process will re-assign the ClickDimensions workflow rules to the service user so that they can be updated. If you choose to download the solution and manually perform an update by importing it yourself, you must be the owner of the workflow rules prior to importing the solution.

7. What permissions are needed to perform the auto-update?

If you choose the semi-automated or fully automated options for receiving updates, the ClickDimensions service user must have privileges to install solutions on your CRM. You can grant the service user the System Administrator or System Customizer roles to ensure that these privileges are in place.

8. How do I tell which user in CRM is the ClickDimensions service user?

Many organizations will set up a dedicated CRM user to act as the service user for integration with ClickDimensions and other external applications. However, it is also possible to use a person’s CRM user account as the service user, if that person has sufficient privileges in the system. To check which user is being used as the service account, go to Settings > ClickDimensions Settings > Service Credentials. The username stated there is the Service User. Here’s an example:

Service User

9. I did a manual update but received some warning messages. Was my update successful? The warnings said “The original SDK message processing step has been disabled and replaced with one included in this solution”

Yes, if you received no other warnings or errors, then your update was successful. This is a normal warning that indicates that the update process disabled previous SDK steps while replacing them with new ones during the update process.

10. Will Auto-Update overwrite my customizations?

Yes. The automatic and semi-automated methods of updating the ClickDimensions solution use the overwrite option. This is necessary to ensure that all of our new features are enabled when your ClickDimensions solution is updated. However, if you have made customizations to entities that are included in the ClickDimensions solution, your customizations may be overwritten. Also, some system components, such as system views and option sets that are part of the Account, Contact and Lead entity, will be set back to their default state since these entities are included in the ClickDimensions managed solution, and Microsoft does not provide a method to exclude them from the process. Read more about this here.


ClickDimensions has introduced an auto-update feature for the ClickDimensions solution in CRM 2015, CRM 2013, CRM 2011, and CRM Online environments. Below are frequently asked questions about auto-update. For more information on the actual update process, please click here.

1. Will Auto-Update be available for CRM 4.0?

No, Auto-Update will not be available for CRM 4.0. Unfortunately remote deployment of solutions is not possible with CRM 4.0.

2. How often are updates made available?

If you choose the full-automated update option, updates will be deployed as they are released. ClickDimensions releases bigger updates to the CRM solution approximately once a month, and occasionally a smaller bug fix release.

3. Is there a way to roll-back an Auto-Update?

The Auto-Update feature uses standard CRM methods to remotely install the latest version of the ClickDimensions solution. You also have the option to download the solution and perform a manual installation. You should make sure you have a good, tested back-up of your CRM database prior to installing or updating any solution, as CRM at this time does not provide a way to roll-back a solution update.

4. What happens if the update does not work?

If the update does not work, you will receive an email with information about the problem that was encountered.

5. If I choose the “Update Now” option, how long does it take to perform the update?

The update process is handled asynchronously, meaning that it will be queued up for processing, and may take several minutes to a few hours to complete. Factors that can impact the speed of the update process include: the level of demand for updates from the ClickDimensions system, the performance of your CRM infrastructure, and internet and network bandwidth and latency.

6. What about the ClickDimensions workflow rules?

If you choose the semi-automated or fully-automated update options,  the update process will re-assign the ClickDimensions workflow rules to the service user so that they can be updated. If you choose to download the solution and manually perform an update by importing it yourself, you must be the owner of the workflow rules prior to importing the solution.

7. What permissions are needed to perform the auto-update?

If you choose the semi-automated or fully automated options for receiving updates, the ClickDimensions service user must have privileges to install solutions on your CRM. You can grant the service user the System Administrator or System Customizer roles to ensure that these privileges are in place.

8. How do I tell which user in CRM is the ClickDimensions service user?

Many organizations will set up a dedicated CRM user to act as the service user for integration with ClickDimensions and other external applications. However, it is also possible to use a person’s CRM user account as the service user, if that person has sufficient privileges in the system. To check which user is being used as the service account, go to Settings > ClickDimensions Settings > Service Credentials. The username stated there is the Service User. Here’s an example:

Service User

9. I did a manual update but received some warning messages. Was my update successful? The warnings said “The original SDK message processing step has been disabled and replaced with one included in this solution”

Yes, if you received no other warnings or errors, then your update was successful. This is a normal warning that indicates that the update process disabled previous SDK steps while replacing them with new ones during the update process.

10. Will Auto-Update overwrite my customizations?

Yes. The automatic and semi-automated methods of updating the ClickDimensions solution use the overwrite option. This is necessary to ensure that all of our new features are enabled when your ClickDimensions solution is updated. However, if you have made customizations to entities that are included in the ClickDimensions solution, your customizations may be overwritten. Also, some system components, such as system views and option sets that are part of the Account, Contact and Lead entity, will be set back to their default state since these entities are included in the ClickDimensions managed solution, and Microsoft does not provide a method to exclude them from the process. Read more about this here.

About Matt

Director, Technical Solutions at ClickDimensions
Microsoft Dynamics CRM MVP
Author, The Microsoft Dynamics CRM 2011 Administration Bible