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Installing, Uninstalling, and Upgrading SBS

Review this information for installing, uninstalling, and upgrading the Subscription Billing in your Microsoft Dynamics 365 Business Central environment. When you're installing, uninstalling, and upgrading Subscription Billing, ensure that the SUPER user permission set is assigned to the user performing the task.

Important: As a best practice and to ensure that Subscription Billing works as expected, it is best to install or upgrade Subscription Billing in a test environment first. When you are ready to use the Subscription Billing in a live environment, perform this activity to install the solution to the production environment.

For more information, see the Microsoft Dynamics 365 Business Central documentation.

New Installation

To download and install Subscription Billing, follow these steps: 

  1. Go to the Microsoft AppSource , and search for Subscription Billing.

  2. Select the version of Subscription Billing that you want.
  3. Select Free Trial, and in the dialog that appears, select the Microsoft permission check box, and select Continue.
  4. Select the environment for where you want to install Subscription Billing and select Install.

    5. The download process for Subscription Billing takes a few moments.

  5. To view the progress, open the Extension Management page and select Manage > Deployment Status.
  6. After Subscription Billing is downloaded to Microsoft Dynamics 365 Business Central, you must install the extension. For standard Microsoft Dynamics 365 Business Central information, see Installing an Extension .
  7. In the Extension Management page, find Subscription Billing.
    The Description is Not Installed.
  8. Select the line and choose Manage > Install.
  9. In the dialog, review the details, and select Next.
  10. Select I accept the terms and conditions, and select Install.

    11. The installation will take a few moments.

  11. When you see the confirmation, select OK.

    12. The Description is updated to Installed. .

Uninstall from Your Environment

To uninstall Subscription Billing follow these steps: 

  1. Open the Extension Management page.
  2. Find Subscription Billing, and select Manage > Uninstall.
  3. Review the details in the Extension Uninstallation dialog, and select Uninstall.

    4. If you want to keep all Subscription Billing data, ensure that Delete Extension Data is turned off. For more information, see Uninstalling an Extension .

    Uninstalling Subscription Billing takes a few moments.

  4. When you see the confirmation, select OK.
  5. In the Extension Management list, the Description is updated to Not Installed.
  6. If you are upgrading Subscription Billing, stop at this step and then review the upgrade steps.
  7. To completely remove the Subscription Billing from Microsoft Dynamics 365 Business Central, select Manage > Unpublish.

Important: All Subscription Billing data is deleted and cannot be retrieved or restored if one of the following is true:

  • Delete Extension Data is turned on before uninstalling Subscription Billing (regardless of whether Subscription Billing is unpublished)
  • Subscription Billing is uninstalled and unpublished (regardless of the setting for Delete Extension Data)

Upgrade from Previous Version

To upgrade Subscription Billing to the latest version use the Microsoft Dynamics 365 Business Central administration center and follow the recommended app update flow from Microsoft . For more information, see the Microsoft Dynamics 365 Business Central documentation:

When upgrading Subscription Billing from the previous version to the latest version, the data is not affected

Sometimes it might be necessary to uninstall the previous version of Subscription Billing when performing the upgrade. Uninstalling Subscription Billing should be done on an exception basis when the recommended app update flow does not work. If you need to uninstall, Subscription Billing, Closedreview the following steps.

  1. Uninstall the previous version of Subscription Billing app only.
    Notes:
    • Do not uninstall the Binary Stream Inc. License Management app.
    • Do not unpublish Subscription Billing from Microsoft Dynamics 365 Business Central.
    Important: When uninstalling Subscription Billing, any third-party apps that depend on Subscription Billing are also uninstalled.
  2. Back on the Extension Management page, choose Manage > Extension Marketplace.

    3. A new tab or window opens to the Microsoft AppSource .

  3. Follow the steps to install the latest version of Subscription Billing.