Upgrading Microsoft Dynamics CRM for Outlook

Microsoft Dynamics CRM for Microsoft Office Outlook is a Microsoft Office Outlook add-in that lets Microsoft Dynamics CRM users complete Microsoft Dynamics CRM tasks in the familiar Microsoft Outlook environment. For more information about the hardware and software requirements for Microsoft Dynamics CRM for Outlook, see the Microsoft Dynamics CRM 2011 System Requirements and Required Components in this guide.

noteNote
To install or update Microsoft Dynamics CRM for Outlook, you must have administrator permissions on the computer where you perform the installation or upgrade steps. The exception to this is when you install an update from Microsoft Update.

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Microsoft Dynamics CRM 4.0 for Outlook compatibility with Microsoft Dynamics CRM 2011 Server

Microsoft Dynamics CRM 4.0 for Outlook with Update Rollup 7 or later is compatible with Microsoft Dynamics CRM Server 2011. This compatibility eases the upgrade timeline to allow administrators to do a phased rollout without work stoppages for Microsoft Dynamics CRM 4.0 for Outlook users who have not been upgraded to Microsoft Dynamics CRM 2011.

ImportantImportant
Only Microsoft Dynamics CRM 4.0 for Outlook with Update Rollup 7 or a later update rollup is compatible with Microsoft Dynamics CRM Server 2011.

When you perform a new installation or migration of Microsoft Dynamics CRM Server 2011 to a server that has a different computer name, all Microsoft Dynamics CRM 4.0 for Outlook users must run the Configuration Wizard to point to the new URL. For more information, see Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook in the Installing Guide.

In an Internet-facing deployment (IFD), the URL of the Microsoft Dynamics CRM 4.0 Server will probably change when you upgrade it to Microsoft Dynamics CRM Server 2011. This URL change is likely because of the requirements for Secure Sockets Layer (SSL) and the Internet Information Services (IIS) binding limitations (see Claims-based authentication and IFD requirements in this guide). If there is a URL change, either upgrade to Microsoft Dynamics CRM 2011 for Outlook or use the Configuration Wizard to point Microsoft Dynamics CRM 4.0 to the new URL. For more information about how to configure Microsoft Dynamics CRM for Outlook, see “Task 2: Configure Microsoft Dynamics CRM for Outlook installed” in Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installed in the Installing Guide.

Suggestions for how to avoid client reconfiguration due to a change in the URL

To avoid Microsoft Dynamics CRM for Outlook reconfiguration and the potential down time or data loss that may occur during the period of application inaccessibility, we recommend that you consider one of the possible solutions to avoid a change in the Microsoft Dynamics CRM URL:

  • Add the appropriate DNS resource record. Then, users will automatically be redirected to the new Microsoft Dynamics CRM Server 2011 after database import and upgrade. For information about how to add resource records, see your DNS documentation, such as DNS Manager Help.

  • For migration scenarios, one possible strategy is to use the same computer name of the existing Microsoft Dynamics CRM 4.0 Server computer. This strategy requires removing the Microsoft Dynamics CRM 4.0 server before joining the Microsoft Dynamics CRM 2011 server to the domain, configuring the IIS bindings to use the same bindings as the Microsoft Dynamics CRM 4.0 Web site, and updating DNS records as necessary to correctly resolve to the new Microsoft Dynamics CRM 2011 Web site.

For more information about how to migrate Microsoft Dynamics CRM Server 2011, see Upgrade from Microsoft Dynamics CRM 4.0 Server 32-bit editions in the Installing Guide.

Notes about upgrading Microsoft Dynamics CRM for Outlook

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. After the Microsoft Dynamics CRM 4.0 Server 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 from a 32-bit architecture to a 64-bit 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 the Installing Guide.

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