Install Sana inside Microsoft Dynamics 365 for Finance and Operations

Open the wizard "Sana for Microsoft Dynamics 365" to see more information.

Install Sana Commerce

 NOTE

You can skip this step, if the deployable Sana package was installed during Dynamics 365 environment deployment.

There are two options of installing the Sana Commerce solution into Dynamics 365 Enterprise Edition:

  • Apply the deployable Sana package - Use the deployable Sana package, if you don't need to do any customization, and you want to use the standard Sana Commerce solution for Microsoft Dynamics 365 Enterprise Edition. It can be installed on the test environment, to see how Sana works with Microsoft Dynamics 365 Enterprise Edition, or on the production environment.

  • Install Sana model - Use the Sana model, if you need to customize the Sana add-on for Microsoft Dynamics 365 Enterprise Edition. You can install the Sana model on the development environment, implement the necessary customizations, which you will be able then to deploy to the production environment.

See the detailed description of both procedures below and choose the one that is best for you.

Apply Deployable Sana Package

Step 1: Open Environment details of the Dynamics 365 environment where the Sana package must be installed.

Step 2: Click: Maintain > Apply updates.

Step 3: Select the Sana package and click Apply.

In the Environment details, you can see the status and progress of the package deployment.

Once the Sana package is applied, the environment status will change to Deployed, and the servicing status will change to Completed.

Step 4: To sign off on the package application, click Sign off, if there are no issues. If issues occurred, when you applied the package, click Sign off with issues.

For more information, see 'Apply a deployable package to a Finance and Operations environment'.

Import Sana Model

To install the Sana model into Dynamics 365 Enterprise Edition, use the "ModelUtil.exe" tool and the -import directive. This tool is located in the packages bin folder, typically: c:\packages\bin or i:\AosService\PackagesLocalDirectory\bin.

Execute the following command:

ModelUtil.exe -import -metadatastorepath=[path to the metadata store where the model should be imported] -file=[full path to the model that should be imported]

If you encounter any conflicts while installing the Sana model, you can use the conflict resolution tools that are available in a Dynamics 365 Enterprise Edition development environment. For more information, see 'Resolve conflicts using Visual Studio tools'.