Uninstallation

Like installing the Business Process Checklist solution, uninstalling the solution from your CRM and Power Apps environments is quite simple. But first, you will have to remove the dependencies. Just follow the steps given below for the same:

  • Navigate to Business Process Checklist App --> BPC Settings.

  • Entity configuration can be deleted using the Delete Icon.

  • Click on Delete.

  • Ensure all enabled Entity Configurations are deleted.

  • Go to Plans.

  • Select all Plans.

  • Click on Delete Button.

  • Click on Delete.

Delete Controls that are added for Viewing Plan Items on Record Forms.

  • Navigate to Settings --> Customizations --> Customize the System --> Entities (e.g. Leads) --> Forms --> Select Form Type ‘Main’--> Select the section that you have configured to display plan items on Record Forms.

  • Click on ‘Remove’.

  • Click on ‘OK’.

  • Click on ‘Save’.

  • Click on ‘Publish’.

Once the dependencies are removed, you can uninstall the solution from the Dynamics 365 CRM and Power Apps environment. To uninstall the solution, follow the simple steps given below:

Uninstall from Classic UI

  • After deleting the plans and entity configuration, click on the Gear Icon in the top right corner and go to Advanced Settings.

  • Go to Settings --> Solution --> Select Business Process Checklist solution.

  • Click on the delete button --> Click on the OK button. Now, in a short time, the solution will be uninstalled from your environment.

Uninstall from Power Apps

After deleting the plans and entity configuration, navigate to make.powerapps.com

  • In Solutions, select the Business Process Checklist Solution Click on Delete.

  • A pop-up will appear asking for your confirmation Click on Delete and the solution will be uninstalled from your environment.

For any queries, reach out to us at crm@inogic.com

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