For Microsoft Dynamics Partners and clients who are keen to access the newest Dynamics V10 upgrade features but are unable to find out how to “switch it on,” help is at hand with our 7-step guide.
Below, Redspire’s Technical Director Rick Lyle will demonstrate how to find the switch and apply it to one of your sandboxes. Always test out your upgrades in a sandbox and not your production instance!
First of all, go to the new Power Platform Admin Centre. This area is still in preview but that’s where the switch is.
To get there you can either:
- Navigate to the Dynamics 365 Admin Centre (https://port.crm11.dynamics.com/G/Instances/InstancePicker.aspx, the “11” part is our instances in the UK, if your instance isn’t housed in the UK substitute, using your corresponding country code) and from there click on the banner that says: “There’s a better way to manage your instances. Try the new Admin center” and it’ll take you to the new centre
- Go straight to the url: https://admin.powerplatform.microsoft.com/ (when you’re logged into your tenant you can simply click on the link and it’ll take you there, but if not you’ll have to sign in)
Either way will take you to the interface below:
Once you’ve navigated your way to the Power Platform Admin Centre, click on Environments (this is the new label for what we in the Dynamics world usually call Instances however this doesn’t become clear until you get to the relevant screen. Once you do that you’ll see the list of your Dynamics Instances as below:
It’s easy to get a little bit lost at this stage, as it’s not the most intuitive journey.
DO NOT go to…>settings! IF you do, you’ll find lots of options that feel like they could be the right thing but end up taking you down the wrong route. Instead, click on the name of the instance that you want to upgrade to V10. It’ll take you to the screen below:
In the Updates section, click on Manage and you’ll get the screen below:
Make REALLY, REALLY sure you’ve selected the right instances. Be especially sure that it’s definitely not your production instance because as the warning states, this is a one-way process. Then hold your breath and click Activate Now.
If you accidentally selected your production instance, because you didn’t heed my warning above or Microsoft’s warning next to the activate button, then there’s one last chance to save yourself!
When trying to upgrade a production instance to V10, you’ll get the popup below where you have to type in the instance name to switch. Hats off to Microsoft, they are going above and beyond to make sure no one does this accidentally and causes themselves issues.
Still holding your breath? Don’t worry, this only takes a few seconds. As we’re now in the land of continual deployment for Dynamics, this isn’t so much an install process as a switch on process. Microsoft have already installed more or less everything in the background.
After a few seconds that’s you switched on and ready for all the great Dynamics 365 V10 goodies!
As you might have guessed, I’ve been going through this process in a trial as I’ve been documenting it. My next steps are to start exploring the new features on V10 and reporting back to you all. I’ll keep you updated with my favourite features and any issues to watch out for over the next few weeks. If you’d like them straight to your inbox, sign up for email updates from myself and the team, or follow me on LinkedIn.
Redspire Technical Director