Upgrade issues and considerations

This section describes the known issues that may occur as a result of upgrading from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011. This section also describes the things that may impact your deployment after the upgrade is complete.

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What happens to Microsoft Dynamics CRM 4.0 queues?

In Microsoft Dynamics CRM 2011, managing and using queues is significantly simplified. There are three types of queues in Microsoft Dynamics CRM 4.0:

  • Public queues created by the business unit.

  • Private queues that contain items assigned to users that they have not started working on.

  • Work in progress (WIP) queues that contain items assigned to users that they are currently working on.

In Microsoft Dynamics CRM 2011, public, private, and WIP queues are replaced with a general purpose queue that can be owned by a user or team. Access to a queue is determined by the ownership type, security roles, and entity privileges granted to users or teams.

When you upgrade Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011, the following behavior occurs:

  • Each user’s private queue is converted to the user’s default queue and renamed using the user’s full name.

  • All WIP queues remain unchanged.

  • All public queues remain unchanged.

  • The Route Message (CrmService) message and the Handle Message (CrmService) message will continue to work as they did in Microsoft Dynamics CRM 4.0.

If you want upgraded queues to function in a manner that is similar to a new installation of Microsoft Dynamics CRM 2011, you can implement the following steps after the upgrade to Microsoft Dynamics CRM 2011 is complete:

  1. Route all the items contained in the WIP queue to the user's default queue from the Queue Item grid.

  2. Delete or deactivate the WIP queue from the Queues grid.

In addition, you can revise and change the security roles and privileges of the users in your organization to give them the appropriate level of access to queues.

For more information about queues, see the Microsoft Dynamics CRM Help.

For more information about how the new queue behavior impacts solutions that use the methods that are described in the Microsoft Dynamics CRM 4.0 Software Development Kit (SDK), see the Microsoft Dynamics CRM Software Development Kit.

What happens to ISV solutions?

During upgrade, independent software vendor (ISV) solutions will be moved from <drive>:\InetPub\wwwroot\ISV to the Microsoft Dynamics CRM Server 2011 installation folder. By default, the installation folder is located at <drive>:\Program Files\Microsoft Dynamics CRM\CRMWeb\ISV.

These solutions may not work correctly after you upgrade. Contact the ISV for the solution to determine if it is compatible with Microsoft Dynamics CRM 2011.

What happens to Microsoft Dynamics CRM 4.0 Mobile Express?

Mobile Express for Microsoft Dynamics CRM is now integrated into Microsoft Dynamics CRM. During upgrade, Microsoft Dynamics CRM 4.0 Mobile Express will also be upgraded.

See Also

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