I imagine the definition of "upgrade" depends on the needs of the customer. The merchant of the license is inherently unable to evaluate this. Installing software without explicit consent, especially not-functionally-equivalent-software, is inherently wrong.

A 3rd party tool did what MS told it to do.

Or if you auto approve security updates. As is common. Azure VMs even default to auto-update pulls from MS.

https://imgur.com/a/RvEx3yn