Uninstalling Work 365

Applies To: Dynamics 365 / Power Platform (Work 365 Managed Solution)
Audience: System Administrators, Implementation Teams, Billing Managers

Overview

Uninstalling Work 365 touches billing data, background jobs, Power Automate flows/connection references, portal assets, and external integrations. Follow this runbook to close out billing, archive what you need, remove integrations and security artifacts, and then uninstall the solutions cleanly—without leaving orphaned data or dependencies.

⚠️ Data-loss warning: Removing a managed solution deletes its custom tables and data. Export what you need before uninstall.

Prerequisites & Preparations

1. Freeze/close active billing

• Work 365 → Billing Contracts → set all active contracts to Inactive.

• Generate final invoices, complete proration/renewals, reconcile usage.

• Ensure no Missed/Errored billing schedules remain (fix them first).

2. Pause automation (recommended)

• On Billing Contracts, turn Auto Send, Auto Charge, Auto Sync = Off.

• Work 365 → Administration → Work 365 Jobs: confirm no runs are pending.

3. Notify stakeholders

• Finance / Billing / Account teams: confirm open invoices/credits are settled and dates of cutover.

4. Export/archive records (will be deleted on uninstall)
   Export: Billing Contracts, Subscriptions, Invoices, Usage (summary/detail), License Change Logs (LCL/SLCL), Non-Recurring Items (NRI).
   Store exports/backups securely for audit/compliance.

5. Disable integrations & background jobs
   Work 365 → Admin Hub → Integrations → Disable/Remove:

• Microsoft Partner Center

• Accounting (QBO, Xero, Business Central, NetSuite)

• Payments (Paya/Stripe/etc.)

• Tax/other connectors
  Confirm no syncs or scheduled jobs are running (Work 365 Jobs / System Jobs / Power Automate).

6. Revoke external consents (optional but recommended)

• Microsoft Entra ID → Enterprise Apps: remove consent for Work 365 integrations you won’t use.

• Providers (payments/tax/accounting): disable webhooks/API keys to prevent future callbacks.

Uninstall Steps

Step 1: Deactivate contracts & subscriptions

• Work 365 → Billing Contracts → set Status = Inactive for all.

• For each Subscription, choose the right Provider action (Do Nothing / Cancel / Terminate) as per your customer/provider obligations.

• Clean up any unmapped usage, pending jobs, or Failed LCL/SLCL records.

Step 2: Remove integration references

• Work 365 → Admin Hub → Integrations → Disable/Delete: Partner Center, Accounting, Payments, Tax.

• In Power Automate → Solutions, Turn Off Work 365 flows and delete connection references that belong to Work 365 solutions (these often block solution removal).

Step 3: Portal (if installed)

• Power Pages: Site actions → Stop/Disable (optional) or plan a maintenance window.

• Uninstall Work 365 Self-Service Portal solution(s) first (see Step 4).

• Optional: Delete the Power Pages site after solution removal if you no longer need it.

Step 4: Remove Work 365 security artifacts

• Settings → Security → Users: identify Work 365 service/app users; deactivate/remove if not needed elsewhere.

• Settings → Security → Security Roles: if not solution-locked, remove unused Work 365 roles:

  • Work 365 Admin / Work 365 Service / Work 365 Portal Service / Work 365 Billing Manager

Note: Many roles are owned by the managed solution and will be removed with the solution. If a role is locked, proceed to solution uninstall.

Step 5: Uninstall Work 365 solutions (reverse-dependency order)

Power Platform Admin Center → Solutions (or Settings → Solutions):

1. Uninstall dependent add-ons first (if present):

   • Work 365 Self-Service Portal

   • Work 365 Power BI / Reporting Extensions

   • Work 365 Portal Notifications

   • Any other Work 365 extensions

2. Then uninstall the main Work 365 solution.

⏳ This removes Work 365 tables, processes, forms, and views. Cannot be undone.

Step 6: Final cleanup & verification

• Clear browser cache and sign back in.

• Confirm Work 365 apps/areas no longer appear.

• System Jobs/Background Processes: ensure no errors remain referencing Work 365.

• If you’ll reinstall later, ensure exports/backups are retained and documented.

Common Uninstall Blockers (and Fixes)

Important Notes & Considerations

• Data deletion: Uninstall of a managed solution permanently deletes its data. Keep exports for legal/audit retention.

• External agreements: Removing Work 365 doesn’t cancel Partner Center or other provider contracts—handle those separately.

• Orphaned data risk: Leaving contracts active or integrations running can create orphans and job errors.

• UI differences: Labels/locations vary between classic Dynamics and modern Power Platform—adjust navigation accordingly.

• App/User reuse: Only remove the Application User if it’s not used by other solutions/integrations.

Quick Checklist (Print-friendly)

• All Billing Contracts inactive; final invoices sent; usage reconciled

• Auto Send/Auto Charge/Auto Sync toggles off

• Exports completed (Contracts, Subscriptions, Invoices, Usage, LCL/SLCL, NRIs)

• Integrations disabled (Partner Center, Accounting, Payments, Tax); no active jobs

• Power Automate: flows off, connection references deleted

• Portal add-ons uninstalled (and site disabled/deleted if not needed)

•  Service/App user reviewed; Work 365 roles removed where possible

• Main Work 365 solution uninstalled (after extensions)

•  Post-check: no Work 365 areas/entities/jobs remain; cache cleared