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Update your Dynamics 365 Customer Engagement (on-premises) deployment

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With Dynamics 365 Customer Engagement (on-premises), you have several options that help make your deployment run optimally, reliably, and securely. In most situations where Dynamics 365 Customer Engagement (on-premises) is running in a production environment, we recommend that you apply the latest update for all Dynamics 365 Customer Engagement (on-premises) applications shortly after the update becomes available.

Dynamics 365 Server and desktop applications use two kinds of update technology:

  • Setup updates, which can be applied as part of the Setup process.

  • Application updates, which are provided as an update package that can be automatically installed by using Microsoft Update.

Dynamics 365 Customer Engagement (on-premises) Setup update

Dynamics 365 Customer Engagement (on-premises) Setup update, also known as self-healing Setup, makes sure that you have the latest version of Setup. By using this feature, you can update the Setup program, before it installs anything on the computer, for the following Dynamics 365 Customer Engagement (on-premises) applications:

  • Dynamics 365 Server

  • Dynamics 365 Reporting Extensions

  • Dynamics 365 Report Authoring Extensions

To use Setup update, select Get updates for Microsoft Dynamics 365 Customer Engagement (on-premises) during Setup. For Dynamics 365 for Outlook, Setup update applies the latest published update package at the end of Setup.

Microsoft Dynamics 365 Customer Engagement (on-premises) application updates

Dynamics 365 Customer Engagement (on-premises) publishes updates in a package format that is a collection of software updates. Microsoft fully tests and supports installing any published update for Dynamics 365 Customer Engagement (on-premises) at the time of its release. Get the latest Dynamics 365 Customer Engagement (on-premises) application updates KB: Microsoft Dynamics 365 Customer Engagement (on-premises) on-premises cumulative updates.

Dynamics 365 Customer Engagement (on-premises), update 9.1

The Dynamics 365 Customer Engagement (on-premises), version 9.1 update introduces many feature enhancements designed to empower marketing, sales, and service teams. More information: New features in Dynamics 365 Customer Engagement (on-premises), version 9.x

Distribution and application of Dynamics 365 Customer Engagement (on-premises) updates

Dynamics 365 Server and desktop applications are engineered to use Microsoft Update, a service that can automatically download and install updates to Microsoft applications.

During installation or upgrade of a Dynamics 365 Customer Engagement (on-premises) application, Setup asks whether you want to opt in, which sets Microsoft Update to apply automatic updates. If you don’t want to apply automatic updates during Setup, you can enable this feature later by turning on automatic updates in the Windows Update area of Settings. More information: Windows Update: FAQ.

When you enable Microsoft Update, updates are automatically downloaded for Dynamics 365 Customer Engagement (on-premises) for Customer Enagement and for any other Microsoft applications that are enabled to use Microsoft Update.

If you don’t want to use Microsoft Update, you can still download updates from the Microsoft Download Center and manually install them or push them out to the appropriate computers by using Windows Server Update Services (WSUS). More information: Windows Server Update Services.

Update requirements

An update may require updates to required components, such as the Microsoft .NET Framework or even an earlier Dynamics 365 Customer Engagement (on-premises) update. For more information about such requirements, see the Microsoft Knowledge Base (KB) article for the update.