Microsoft Dynamics 365 BC: New App Setup Migration

Experlogix has updated the Experlogix CPQ for D365 Business Central with Cloud Connect app to add the following:

• Configure Price Quote

• Digital Commerce

• Document Automation

Every existing Cloud Connect Microsoft Dynamics 365 BC CPQ installation needs be updated with the steps provided in this document.

Customizations

Any customization, such as a configure button, needs to be reconfigured with the new app. If in doubt, please get in touch with your Microsoft Dynamics 365 BC partner.

Backup Experlogix Settings Table

1. On the Microsoft Dynamics 365 BC home screen, at the upper-right corner of the screen, select the Search icon.

2. In the Search field, enter Experlogix Settings.

   

3. Select the Experlogix Settings link. The Experlogix Settings screen displays.

   

4. Copy the values from the Configurator URL and ConnectionId fields.

5. Note the state of the Allow Obsolete fields flag.

6. Save the copied values in a document for future reference.

Backup Experlogix Table Setup

1. On the Microsoft Dynamics 365 BC home screen, at the upper-right corner of the screen, select the Search icon.

2. In the Search field, enter Experlogix Table Setup.

   

3. Select the Experlogix Table Setup link. The Experlogix Table Setup screen displays.

4. Verify if there is any data on the Experlogix Table Setup screen. If no data is available, go to Install the New App.

   

5. At the top, select Actions.

6. Select the Export setting option.

7. Save the file.

   The saved file will be required in Restore Experlogix Table Setup.

Install the New App

For installation of the new app see, Set up Cloud Connect for Microsoft Dynamics 365 BC.

Use the values copied in Backup Experlogix Settings Table. Construct a URL and go to this URL for the clients Microsoft Dynamics 365 BC instance.

Restore Experlogix Settings

1. Access the Experlogix Settings screen.

2. Select the CPQ section to expand it.

   

3. Update the CPQ section fields with the values copied from Backup Experlogix Table Setup.

   

Restore Experlogix Table Setup

1. On the Microsoft Dynamics 365 BC home screen, at the upper-right corner of the screen, select the Search icon.

2. In the Search field, enter Experlogix Table Setup.

   

3. Select the Experlogix Table Setup link. The Experlogix Table Setup screen displays.

4. At the top, select Actions.

5. Select the Import Setting option.

   

6. Select the file exported in Backup Experlogix Table Setup. The file is imported and the data is added to the Experlogix Table Setup screen.

Uninstall the Old App

1. In Microsoft Dynamics 365 BC, in the Search field, enter Extension Management.

   

2. Select the Extension Management link. The Extension Management screen displays.

3. At the upper-left corner, select the Search icon.

4. In the Search field enter Experlogix CPQ for D365 Business Central with Cloud Connect.

   

5. Select the search result.

6. Select Uninstall on the Extension Uninstallation screen.

   

Restore User Roles

1. In Microsoft Dynamics 365 BC, in the Search field, enter Users. The Users screen displays.

   

2. Select the User Name for updating the role.

3. Remove all roles that have names starting with XPL-.

   

4. Add the roles, keeping the names same.

Regression Test the Solution

The last step is to regression test the solution using the normal regression testing method.

This completes the migration process to the new Microsoft Dynamics 365 BC app.