Upgrading Microsoft Dynamics CRM 4.0 0n-Premise to Microsoft Dynamics CRM 2011 Online in New Zealand

Mark Smith, 03 April 2011

With the release of the Microsoft Dynamics CRM 2011 Online and the great new features it offers, you might be wondering how you can upgrade if your currently running Microsoft Dynamics CRM 4.0 On-Premise.  You may also have heard that Microsoft Dynamics CRM 2011 requires 64-bit architecture. This is true and is giving some Kiwis a headache when they start to think about upgrading their CRM 4.0 deployments, many of which are still breathing in a 32-bit world. That’s where Microsoft Dynamics CRM 2011 Online comes in. You don’t have to purchase new servers and go through the entire trouble, just let Microsoft handle it and migrate to cloud.

Upgrading Microsoft Dynamics CRM 4.0 0n-Premise to Microsoft Dynamics CRM 2011 Online in New Zealand

Here are a few steps that you can follow in migrating to Microsoft Dynamics CRM 2011 Online:

Step 1: Analyse/Clean Existing Setup – You need to analyse the CRM 4.0 solution that you have currently running. Does it have any legacy ISV code, any plugins that need to be re-written, any JavaScript? What is the database size? You need to know the exact amount of work necessary to move your CRM on premises to online. You also need to consider the following items:

• JavaScript
• Plugins
• Data synchronizations
• SRS reports
• 3rd party components

Step 2: Upgrade CRM 4.0 to CRM 2011 On-Premise (SQL/Data/Customisations)

Step 3: Convert Report to Fetch XML, Update Workflows, Update plugins, Update JavaScript, Upgrade asp.net extensions to Silverlight or host them in Azure or externally.

Step 4: Check if everything works.

Step 5: Transfer CRM 2011 Database to Microsoft.

Step 6: Testing

Once everything is checked you are ready to go live to production with your new Microsoft Dynamics CRM 2011 Online.

Contact us for more information regarding migration to Microsoft CRM 2011 Online.

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