Upgrading from Microsoft Dynamics CRM 4.0

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The only supported upgrade path to Microsoft Dynamics CRM 2011 is from Microsoft Dynamics CRM 4.0. This section provides guidelines for preparing for an upgrade to Microsoft Dynamics CRM 2011. Performing these tasks in advance can help minimize system downtime and ensure a successful upgrade. Also, this section describes how Microsoft Dynamics CRM 2011 upgrades your current system and what happens to items such as existing reports, customizations, and solutions.

Microsoft Dynamics CRM 4.0 server roles are not compatible with a Microsoft Dynamics CRM 2011 deployment. Therefore, after you upgrade the first Microsoft Dynamics CRM 4.0 server, other Microsoft Dynamics CRM 4.0 servers that are running in the deployment will become disabled. As each server is upgraded, the corresponding server will be enabled.

You can upgrade Microsoft Dynamics CRM 4.0 server roles in any order. However, to have a fully functioning Microsoft Dynamics CRM deployment, all servers and server roles must be upgraded.

Upgrade options

There are three different upgrade options:

  • Migrate by using a new instance of SQL Server . We recommend this option for upgrading from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011. Although this option requires a different computer for Microsoft Dynamics CRM 2011 Server and a different instance of SQL Server, it provides the least amount of potential downtime for Microsoft Dynamics CRM users since the Microsoft Dynamics CRM 4.0 deployment can remain functioning until the upgrade is completed and verified.
  • Migrate by using the same instance of SQL Server . This option requires a different computer for Microsoft Dynamics CRM 2011 Server, but will upgrade in-place the configuration and default organization databases using the same instance of SQL Server. If issues occur during the upgrade, you must roll back to Microsoft Dynamics CRM 4.0 to avoid significant downtime.
  • In-place upgrade . Although this option does not require a different computer for Microsoft Dynamics CRM 2011 Server or a different instance of SQL Server, it poses the greatest risk if upgrade issues occur because a roll back and reinstall of Microsoft Dynamics CRM 4.0 Server will be required to avoid potential downtime.

For detailed procedures for each of these options, see the Upgrade from Microsoft Dynamics CRM 4.0 topics in the Installing Guide.

For the latest product information, see the Microsoft Dynamics CRM 2011 Server Readme.

Important

Always run a full backup of the Microsoft Dynamics CRM databases before you upgrade to a new version of the product. For information about database backups, see Backing up the Microsoft Dynamics CRM System.

During an in-place upgrade only the default Microsoft Dynamics CRM 4.0 organization is upgraded. If the Microsoft Dynamics CRM 4.0 deployment contains additional organizations, those organizations are disabled and are not upgraded. You must upgrade those organizations using Deployment Manager. For more information, see Deployment Manager Help.

We recommend that for each organization that you upgrade, the volume have free space that is at least three times the size of the organization database file and four times the size of the log file. Therefore, if a single organization database and log file are located on the same volume and are one gigabyte in total, you should have at least seven gigabytes of available disk space before you perform the upgrade.

For more information, see:

Microsoft Dynamics CRM software and components not supported for in-place upgrade

Upgrade product key

User permissions and privileges

Multiple Microsoft Dynamics CRM Server 2011 versions in the same domain

Sharing a SQL Server

Tips for a successful upgrade

Upgrading Microsoft Dynamics CRM for Outlook

Upgrade issues and considerations

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