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Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook

Notes about upgrading Microsoft Dynamics CRM for Outlook

The following procedures do not apply to moving between versions of Microsoft Dynamics CRM 2011 for Outlook. Do not use these upgrade procedures to update a computer that has an earlier version of Microsoft Dynamics CRM 2011 for Outlook installed.

Keep your Microsoft Dynamics CRM deployment current by installing the latest updates and hotfixes automatically from Microsoft Update. You can also search for updates on the Microsoft Download Center. Choosing Microsoft Update lets you install recommended updates automatically and without administrator permissions.

  • Base languages must match. To upgrade Microsoft Dynamics CRM for Outlook, the base language of Microsoft Dynamics CRM 2011 for Outlook must match the base language of Microsoft Dynamics CRM 4.0 for Outlook.

  • Upgrade is required to continue offline access after server upgrade. For an on-premises deployment of Microsoft Dynamics CRM 2011, after the Microsoft Dynamics CRM Server 2011 in an organization has been upgraded to Microsoft Dynamics CRM Server 2011, users must upgrade to Microsoft Dynamics CRM 2011 for Outlook to continue accessing data offline. For example, a particular user runs Microsoft Dynamics CRM 4.0 for Outlook and accesses data offline. This user's organization is upgraded from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011. Although there now exists a client-server mismatch, the user can still connect to the server and can still access data online. However, to go offline again, the user must upgrade to Microsoft Dynamics CRM 2011 for Outlook.

Cross-architecture upgrade of Microsoft Dynamics CRM for Outlook

If you intend to change to a different architecture (move from 32-bit to 64-bit or vice versa) while upgrading, note the following:

  • In-place cross-architecture upgrade is not supported. Microsoft Dynamics CRM 4.0 for Outlook was available only in a 32-bit architecture. If you are running Microsoft Dynamics CRM 4.0 for Outlook, you can perform an in-place upgrade only to 32-bit Microsoft Dynamics CRM 2011 for Outlook. This also applies to Office 2010: If you are running and intend to retain 32-bit Office 2010, you can upgrade only to 32-bit Microsoft Dynamics CRM 2011 for Outlook.

  • Cross-architecture upgrade requires uninstalling and reinstalling. To change to a different architecture, perform the following steps in the order listed:

    1. Uninstall Microsoft Dynamics CRM 4.0 for Outlook.

    2. Uninstall Microsoft Office.

    3. Install a 64-bit edition of Microsoft Office.

    4. Install the 64-bit edition of Microsoft Dynamics CRM 2011 for Outlook.

  • For more information about installing Microsoft Dynamics CRM 2011 for Outlook, see "Task 1: Install Microsoft Dynamics CRM for Outlook" in Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installed in this guide.

Task 1: Install Microsoft Dynamics CRM 2011 for Outlook

Follow this procedure to install Microsoft Dynamics CRM 2011 for Outlook on a computer that has Microsoft Dynamics CRM 4.0 for Outlook installed.

noteNote
These steps describe an in-place upgrade. To know whether an in-place upgrade is possible in your situation, see the information above.

To upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook

  1. Meet the Microsoft Dynamics CRM for Outlook requirements specified in Microsoft Dynamics CRM 2011 for Outlook hardware requirements and Microsoft Dynamics CRM 2011 for Outlook software requirements in the Planning Guide.

  2. Log on to the computer as a user who has Local Administrator privileges.

  3. Best practice: Make sure that all Microsoft Office security updates are installed. To verify, visit Microsoft Update (http://go.microsoft.com/fwlink/?LinkId=165705).

  4. Locate and run the appropriate installation file:

    • To install from a DVD, double-click the SetupClient.exe file in the ... \Client\i386 installation folder.

    • To install from the Web, open the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook (Outlook Client) download page and then download and run the executable file for 32-bit Microsoft Office.

    • To install from the Microsoft Dynamics CRM user interface, click Get CRM for Outlook on the message bar. If you see one or more dialog boxes entitled Security Warning, click Run in each.

    The Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard starts.

  5. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.

  6. On the Upgrade page, click Upgrade Now.

  7. Setup stores your configuration information, installs the program features, and displays a progress indicator. Your configuration information is reapplied in the new installation.

  8. On the completion page of the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard, click Close.

Task 2: Configure Microsoft Dynamics CRM for Outlook

After the upgrade from Microsoft Dynamics CRM 4.0 for Outlook, Microsoft Dynamics CRM for Outlook attempts to use the configuration information that was used by Microsoft Dynamics CRM 4.0 for Outlook. If the configuration information is correct, this re-use will succeed and you will need to take no action. However, Microsoft Dynamics CRM for Outlook must be reconfigured if the old configuration details no longer apply.

When the user restarts Outlook after the installation of Microsoft Dynamics CRM for Outlook, you will know that reconfiguration is necessary if the Configuration Wizard automatically starts. It does so if either of the following is true:

  • The URL of Microsoft Dynamics CRM Online to which the Microsoft Dynamics CRM for Outlook connects has changed.

    ImportantImportant
    For on-premises deployment of Microsoft Dynamics CRM 2011, if the discovery-service URL or the organization URL changes during the upgrade of an Internet-facing deployment (IFD) from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 4.0 for Outlook will not work. You must either reconfigure each instance of Microsoft Dynamics CRM 4.0 for Outlook (by using the Configuration Wizard, System Center Configuration Manager, or Group Policy), to point Microsoft Dynamics CRM 4.0 for Outlook to the new URL, or upgrade to Microsoft Dynamics CRM 2011 for Outlook.

  • The user's installation of Microsoft Dynamics CRM 4.0 for Outlook was not completely configured.

    noteNote
    If you do not want to configure Microsoft Dynamics CRM for Outlook immediately after you install it, click Cancel on the Configure Organization page of the wizard. A Configure Microsoft Dynamics CRM for Outlook button then appears on the Outlook toolbar and will remain there until you configure Microsoft Dynamics CRM for Outlook.

If the Configuration Wizard does not start automatically, you can start it as described in the following procedure.

To configure Microsoft Dynamics CRM for Outlook manually

  1. Start the Configuration Wizard: Click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics CRM for Outlook on the CRM tab in Outlook.

  2. For Server URL, choose the option appropriate for you.

    • To connect to a Microsoft Dynamics CRM Online organization, in the Server URL list, click CRM Online.

    • To connect to an on-premises deployment of Microsoft Dynamics CRM 2011, type the discovery-service URL for Microsoft Dynamics CRM in the format http://crmserver or http://crmserver:5555.

      noteNote
      If you are configuring Microsoft Dynamics CRM for Outlook to connect to an on-premises deployment of Microsoft Dynamics CRM 2011 over the internet, use the discovery-service URL with this format: https://dev.crmserver.contoso.com. Check with your system administrator for the exact URL.

  3. Click Test Connection. This populates the Organization Information list.

    If you are prompted for credentials, select from the following options.

    • For a Microsoft Dynamics CRM Online organization…

      • Connecting through Office 365, enter your Microsoft online services user name and password, and then click OK. This information should have been sent to you in email when your account was added.

      • Connecting by using an earlier online services platform, enter your Microsoft account (formerly Windows Live ID) and password, and then click OK. This information should have been sent to you in email when your account was added.

    • For an on-premises deployment of Microsoft Dynamics CRM 2011, you may not be prompted because Microsoft Dynamics CRM will use your Active Directory domain credentials.

    Click OK.

  4. For Organization, verify the Microsoft Dynamics CRM organization in the Organization list to which you want to connect, and then click OK.

    The organization is initialized.

    Click Close.

  5. If you are a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

To configure Microsoft Dynamics CRM for Outlook using a script

  1. Write a script that automatically updates the configuration settings for users of Microsoft Dynamics CRM for Outlook. You could use lines such as the following to perform the basic configuration actions, based on a new configuration file that is stored on the computer indicated as <servername>.

    In the following script, the default client configuration file is overwritten, previously configured organizations are removed, and the new organization is installed:

    copy /y \\<servername>\share\Default_Client_Config.xml "c:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml"
    "C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" /q /xa
    "C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" /q /i "C:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml"
    
    
    TipTip
    Consider running your script as a logon script, or forcing the script to run at a specific time, such as by using Microsoft System Center Configuration Manager 2007.

    In the script, you might also want to include detection logic that determines whether the client computer has already been configured. If it has, you can have the script exit without taking action.

    Example Default_Client_Config.xml file

    <Deployment>
    <DiscoveryUrl>http://CrmDiscoveryUrl</DiscoveryUrl>
    <Organizations>
    <Organization IsPrimary='true'>Organization1</Organization>
    </Organizations>
    </Deployment>
    
    
  2. Run the script on each client computer in the organization whose server has changed. You can run the script in various ways, including through the Profile tab of the user properties dialog box in Active Directory Users and Computers (ADUC), or through Group Policy Objects (GPO).

See Also

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