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Donation Management Solution - Upgrade to CRM 2011 RRS feed

  • Question

  • We installed the NFP customizations on CRM 4.0 online at a customer last year.  What are the steps to upgrade this version to CRM 2011 and the Donation Management solution?  We made some modification to the NFP entities.  Can they be exported and then re-imported to the CRM 2011 platform?  I want to evaluate the work involved to transition the customer to CRM 2011 with Donation Management.
    Sheryl Waxman
    Tuesday, February 8, 2011 7:45 PM

Answers

  • Hi Sheryl.  Right now, there's no upgrade path from the 4.0 accelerator to the new Donation Management solution.  However, that's not to say there's no path to CRM 2011!  When the customer is upgraded from CRM 4.0 to CRM 2011, their customizations (including both the NFP accelerator and the customizations you applied on top) will be upgraded to be compatible with CRM 2011.  The two solutions (NFP on 4.0, Donation Management on 2011) are intended to be feature-for-feature identical, though implemented slightly differently, so you aren't missing any capabilities by not having Donation Management.


    --Matt Cooper, Microsoft Dynamics CRM
    Tuesday, February 15, 2011 6:11 PM

All replies

  • Hi Sheryl.  Right now, there's no upgrade path from the 4.0 accelerator to the new Donation Management solution.  However, that's not to say there's no path to CRM 2011!  When the customer is upgraded from CRM 4.0 to CRM 2011, their customizations (including both the NFP accelerator and the customizations you applied on top) will be upgraded to be compatible with CRM 2011.  The two solutions (NFP on 4.0, Donation Management on 2011) are intended to be feature-for-feature identical, though implemented slightly differently, so you aren't missing any capabilities by not having Donation Management.


    --Matt Cooper, Microsoft Dynamics CRM
    Tuesday, February 15, 2011 6:11 PM
  • Hi Matt,

    Thank you for your response.  To clarify, the customer will receive his invitation to upgrade to CRM 2011.  Microsoft will perform the upgrade and install all our customizations.  The result will be the Donation Management solution, with our customizations, on the CRM 2011 platform. 


    Sheryl Waxman
    Tuesday, February 15, 2011 6:40 PM
  • Almost.  The customer will receive his invitation to upgrade, and Microsoft will perform the upgrade.  Customizations are automatically upgraded to be 2011-compatible.  The Donation Management solution is a from-scratch rewrite of the 4.0 accelerator, while the customer will have an upgraded-from-4.0 NFP Accelerator.  Hope that helps.


    --Matt Cooper, Microsoft Dynamics CRM
    Tuesday, February 15, 2011 7:40 PM
  • Can the customer upgrad from CRM 4 to CRM 2011 (with the old NFP accelerator previously deployed), then install the new Donation Management solution on top, effectively turning this into a managed solution that can be updated with subsequent versions of the donation management solution?

    Thanks,
    Shan


    Shan McArthur www.shanmcarthur.net Check out the commercial edition of xRM portals @ www.adxstudio.com
    Wednesday, February 16, 2011 8:43 PM
    Moderator
  • No, because Donation Management is a from-scratch rewrite with differently-named entities.  Good thought though.
    --Matt Cooper, Microsoft Dynamics CRM
    Wednesday, February 16, 2011 9:18 PM