DYN301 What you need to know to Upgrade from CRM 4.0 to 2011Greg OlsenCRM Technical Lead (Intergen) / Microsoft v-TSP for CRM

T:@itsgrego B: http://yellowduckguy.wordpress.com

Agenda

New FeaturesLeverage the new features when upgrading from CRM v4.0

Upgrade ScenariosOn Premise & Online

PlanningExecutionPost Upgrade ConsiderationsResourcesEvaluation – win instant prizes!

CRM 2011

Leverage the New Features of Microsoft Dynamics CRM 2011

New Features

New Features

Office UI Look n FeelRole Based FormsActivitiesAuditingDashboardsField Level SecuritySharePoint IntegrationSolution ManagementDeveloper Additions

Read Only Forms

Update Rollup 7Disabled by defaultIncreased PerformanceNo ribbon, web resources or form scriptsAdministrator can choose default form view by user

SQL Server 2012

SQL Server 2012 is compatible with CRM 2011 Update Rollup 6 and aboveAlwaysOn – Database Mirroring and Disaster Recovery

Multi-browser Support

Supported Platforms & Browsers

Available Q4, 2012

Architecture

Integration is via Web Service LayerFiltered Views used from Reporting

CRM 2011

CRM 4.0 to CRM 2011

Upgrade Scenarios

Upgrade ScenariosOn Premise & Online

CRM 4.0 On Premise (IFD) -> CRM 2011 On Premise (IFD)CRM 4.0 Online (Microsoft or ISV Hosted) -> CRM 2011 OnlineCRM 4.0 On Premise -> CRM 2011 On PremiseCRM 4.0 On Premise -> CRM 2011 Online

Note: The only supported upgrade path to CRM 2011 is from CRM 4.0

CRM 2011

CRM 4.0 to CRM 2011

Planning

PlanningOn Premise - Three Upgrade Options Option 1

(Recommended) It provides the least amount of potential downtime for CRM users.Option 2 Upgrade in-place the configuration and default organization databases. Option 3 In-place upgrade poses the greatest risk if upgrade issues occur. A re-install of CRM will be require if there are any issues.

PlanningOnline – Upgrade

Upgrade to CRM 2011 Online does not involve any of these 3 upgrade options because the server installations are taken care of within the Microsoft data centres. You simply sign up for a new CRM 2011 Online environment online and upgrade using that environment.

PlanningData Migration

Data MigrationOn Premise -> On Premise (2 options available)

Option 1: Import the CRM 4.0 organisation. This will migrate all your data without a re-importOption 2: Re-import your data from your CRM 4.0 environment into a new CRM 2011 environment

On Premise -> OnlineYou will need to migrate the data to your new instance in the cloudOptions:

Use the out-of-the-box CRM Import Tool. Import via CSV filesCustom write an application that uses the SDK and import data via CRM Web ServicesSQL Server Integration Services (SSIS) via CRM Web Services3rd Party tool i.e. Scribe

PlanningUnderstand the Scope

Recommendation: Smoke Test Upgrade Process

1. Install CRM 2011 & SQL

Server Environment

2. Backup CRM 4.0 SQL Server

Database <org>_MSCRM

3. Restore your CRM 4.0 DB to CRM 2011 SQL

Server

4. Import the CRM 4.0

organisation using the Deployment

Manager

5. Once the import is completed, test your upgraded CRM 4.0 functionality within

CRM 2011

6. Identify what is broken and requires

fixing. Log issues found your issue

defect management system

7. Estimate time to fix the issues found, test and deploy your fixed CRM 2011 solution.

Smoke Test Complete.

Create a upgrade project plan. Scope defined from issues

logged in defect management

system

Execute the

upgrade project

plan

Smoke Test Upgrade Process

demo

CRM 4.0 Upgrade Demo

CRM Deployment Manager - CRM 4.0 On Premise Side-by-side In-Place Upgrade

CRM 2011

CRM 4.0 to CRM 2011

Execution

ExecutionCommon Upgrade Errors

Reports Errors (Note: FetchXml is required for CRM Online) Plug-ins ErrorsWorkflows – Steps and Workflow AssembliesRibbon – Custom buttons

ExecutionReport Error

Error: The report cannot be displayed. (rsReadOnlyReportParameter)Tip: Make sure at least UR16 is applied to the CRM 4.0 environment before upgradingFix: Reload report into CRM

ExecutionPlug-in Error

Error: Unable to load plug-in typeFix: Add CRM 4.0 Microsoft.Crm.Sdk to the GAC

ExecutionUpgrade Tools

JavaScript ConverterConverts CRM 4.0 code to CRM 2011Released on Codeplex (http://www.codeplex.com/)

Ribbon XML EditorCreate, Update and Delete Ribbon buttons using an InterfaceReleased on Codeplex (http://www.codeplex.com/)

CRM Diagnostics Tool (from CRM 2011 UR4)Measure latency, bandwidth, and performs a few Java script performance tests to measure the CPU/browser performance of the machinehttp://<YOURCRMServer>/Tools/Diagnostics/diag.aspx

CRM 2011

CRM 4.0 to CRM 2011

Post Upgrade Considerations

Post Upgrade ConsiderationscrmForm

Microsoft Dynamics CRM 4.0 used the crmForm object to provide access to form fields. The crmForm is deprecated in Microsoft Dynamics CRM 2011Scripts using crmForm will continue to work in Microsoft Dynamics CRM 2011 to support backward compatibilityYou will need to make a decision whether to upgrade all your scripts to use Xrm.Page object

MobilityDecide on your scope and requirements for mobility

Implementation GuideTask: Read the CRM Implementation Guide sections on Operating & Maintaining

Related Content

DYN401: Advanced Bag of Tips & Tricks for Microsoft Dynamics CRM 2011 DevelopersThursday, September 6 10:40 - 11:40 Elliott Room – Gayan Perera

Exam 70-646 | Windows Server 2008, Server Administrator

Email: grego@intergen.co.nz Blog: http://yellowduckguy.wordpress.com Twitter: @itsgrego

Resources

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Learning

Microsoft Certification & Training Resources

microsoft.com/learning

TechNet

Resources for IT Professionals

microsoft.co.nz/technet

Resources for Developers

microsoft.co.nz/msdn

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© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to

be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS

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