locked
CRM 3.0 to 4.0 Upgrade preflight checklist RRS feed

  • Question

  •  

    Hello,

     

    We are running CRM 3.0 in a small office. Very simple installation. No addons. A few additional fields.

     

    Should we simply toss in the disk and let it run?

     

    Is there anything we REALLY need to check/veryify before hand?

     

    We are running Exchange 2007.

     

    SQL 2005

     

    Thanks for any thoughts.

     

    Todd

    Wednesday, March 5, 2008 2:09 PM

Answers

  •  

    The environment sounds ok. But read up on the E-mail router. You need to uninstall it and then install the V4.0 router. It works very differently from the V3.0 one so do spend time to understand it.

     

    And do make sure you have backups of the CRM V3.0 database -just in case.

     

     

    Wednesday, March 5, 2008 9:30 PM
    Moderator

All replies

  • Dear see implementation guide.

     

    yes its ok.

     

    http://support.microsoft.com/kb/947061

     

    Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

     

    Wednesday, March 5, 2008 2:17 PM
    Moderator
  •  

    The environment sounds ok. But read up on the E-mail router. You need to uninstall it and then install the V4.0 router. It works very differently from the V3.0 one so do spend time to understand it.

     

    And do make sure you have backups of the CRM V3.0 database -just in case.

     

     

    Wednesday, March 5, 2008 9:30 PM
    Moderator