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Upgrade CRM4.0(On-Premise) to CRM2011(Online) RRS feed

  • Question

  • Hi All,

    Is there any possible ways to Upgrade CRM4.0(On-Premise) to CRM2011(Online)?

     

    Regards,


    Khaja Mohiddin
    Thursday, January 20, 2011 2:41 PM

Answers

  • Current options:

    1. CRM Online >> CRM On Premise, fully supported by Microsoft, contact Microsoft Support and they will provide you the database for re-deployment

    2. CRM On Premise >> CRM Online, no re-deployment - approach it like any data migration (import/export, use 3rd Party SW tools, or SDK)

     


    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://microsoft-crm.spaces.live.com

    Monday, January 31, 2011 5:37 PM
    Moderator
  • I have asked this question of Microsoft directly.  They do not have a supported model for this.   I have projects that have the same reuirements where we want to go CRM online from a CRM 4.0 on Prem.  

    Microsoft won't do it. So we need to build a migration model using Scribe.

     

    Thanks

    Pierre Hulsebus - CRM Manager - EHTC

    Tuesday, February 1, 2011 2:25 PM
  • As far as I know you will need to upgrade step by step.

    That is to say upgrade from CRM 3.0 to CRM 4.0. 

    Then upgrade from CRM 4.0 to CRM 2011.

    Then to more from CRM 2011 to CRM Online you will have to either wait for migration routine from microsoft to be released or do it yourself with Scribe or sometime similar. 


    sp
    • Proposed as answer by Nur Parlar Tuesday, February 8, 2011 10:05 AM
    • Marked as answer by Donna EdwardsMVP Friday, March 4, 2011 2:39 PM
    Friday, February 4, 2011 1:52 PM

All replies

  • Yes, there is.

    First you'll have yo upgrade your CRM 4.0 on-premise system to CRM 2011 on-premise (so you won't be able to do this until the on-premise version ships on 28 Feb 2011). Then you can provide your CRM 2011 database to the CRM Online support team and they'll import it for you.

    Regards, Neil


    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Thursday, January 20, 2011 5:08 PM
    Moderator
  • Hi Neil,

    We have upgrade the CRM4.0 on-premise to CRM2011RC, then imported the data it worked.

    Thanks for help.


    Khaja Mohiddin
    Monday, January 31, 2011 11:46 AM
  • Hi Neil mentions that "You provide your CRM 2011 database to the CRM Online support team and they'll import it for you." Does anyone have any detailed information or procedure on how the actual move from CRM 2011 on-premise to crm online is done? Do we send a dvd (where to?)or do we upload to special area of crm online (where)? Regards Stephen
    sp
    Monday, January 31, 2011 5:33 PM
  • Current options:

    1. CRM Online >> CRM On Premise, fully supported by Microsoft, contact Microsoft Support and they will provide you the database for re-deployment

    2. CRM On Premise >> CRM Online, no re-deployment - approach it like any data migration (import/export, use 3rd Party SW tools, or SDK)

     


    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://microsoft-crm.spaces.live.com

    Monday, January 31, 2011 5:37 PM
    Moderator
  • Frank, thanks for the correction. CRM Online only launched two weeks ago in the UK and I didn't know that Microsoft wouldn't import a database for customers. (When I ran a Dynamics CRM hosting business we performed this service all the time for new customers, and I assumed MSFT did the same).

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Monday, January 31, 2011 10:02 PM
    Moderator
  • Hi Neil, it is a good suggestion and would make it easier for folks to transition from on premise to online if Microsoft by support the full re-deployment route.

    I also understand that it could be dangerous giving direct access to their database enviornment.  In fact, I don't know of any major vendor hosted CRM online offerings letting end users directly load into the actual central database.  So I guess it is a fair position on Microsoft's part.

    For now we just approach this as like any other data migration project.


    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://microsoft-crm.spaces.live.com

    Monday, January 31, 2011 10:11 PM
    Moderator
  • Hi

     I also raised CRM Support Incident on this issue and the reply below confirms that currently there is no 'tool' to facilitate an easy migration from CRM 2011 On-Premise to CRM 2011 Online.

    Microsoft Corp is promoting the considerable benefits of moving to the Microsoft Cloud services such as Office 365 and CRM Online and this is one tool which is needed ASAP.

    Hopefully on behalf of CRM On-premise partners and customers who are planning to migrate to CRM Online, this tool will be released soon.

    Microsoft CRM Support formal reply:

    "At present there is no formal process or tool to migrate CRM 2011 On-Premise to CRM 2011 Online.  We have had a number of similar queries come in, and I think there may be some confusion out in the community with regards to what is available in EMEA at present.  In North America, since they have been running CRM Online 4.0 for a number of years, they do have such a migration process/tool, but for CRM 4.0 only.

    The only mechanism we can offer at present to ‘migrate’ data, is simply to export to flat files then import using the standard CRM import tool.  I believe a tool/process will be created for CRM 2011, but we have no information on this at present."

    Best Regards


    sp
    Tuesday, February 1, 2011 12:10 PM
  • I have asked this question of Microsoft directly.  They do not have a supported model for this.   I have projects that have the same reuirements where we want to go CRM online from a CRM 4.0 on Prem.  

    Microsoft won't do it. So we need to build a migration model using Scribe.

     

    Thanks

    Pierre Hulsebus - CRM Manager - EHTC

    Tuesday, February 1, 2011 2:25 PM
  • Hi Pierre.

    We have the same approach.  I think Scribe is a good way to approach this for now.


    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://microsoft-crm.spaces.live.com

    Tuesday, February 1, 2011 4:33 PM
    Moderator
  • Data import is the better option

    You could go for scribe also


    Nikkas MIcrosoft Dynamics Crm 4.0 Technology Specialist
    Thursday, February 3, 2011 11:08 AM
  • We are moving from CRM3 to CRM2011 online. 

    From my initial poking it looks like the database structure's is very simaler. So I was going to do a bit of testing in a30 trial vertionof CRM before doing it on what will be our live online service.

    Any pointers? Thoughs.

    My Initial thoughts are.

    1- determin customisation on the tables on CRM 3

    2- dump relevant tables from crm3

    3- dump example formats from CRM online

    compaer tales and headers

    4- modify tables in CRM online to acomandate new filed

    5 - dump example formats from CRM online again

    import sample about of data.

    Test.

     

     

     

     

     

    Thursday, February 3, 2011 1:45 PM
  • OK Does not seem that simple. All the tables are different, the fields are also different and I can see how the cross referencing will work.

     

    Oh Joy.

     

     

     

    Friday, February 4, 2011 12:29 PM
  • As far as I know you will need to upgrade step by step.

    That is to say upgrade from CRM 3.0 to CRM 4.0. 

    Then upgrade from CRM 4.0 to CRM 2011.

    Then to more from CRM 2011 to CRM Online you will have to either wait for migration routine from microsoft to be released or do it yourself with Scribe or sometime similar. 


    sp
    • Proposed as answer by Nur Parlar Tuesday, February 8, 2011 10:05 AM
    • Marked as answer by Donna EdwardsMVP Friday, March 4, 2011 2:39 PM
    Friday, February 4, 2011 1:52 PM
  • James,

    Depending on the size of your 3.0 org it can be done, but it requires a lot of tweaking.
    The customizations will all need to be rebuilt in 2011. Depending on the 3.0 org, it will probably be easiest this way.
    The underlying data model (SQL) is pretty close, and migrates well.

    I have not imported into 2011 yet, but I have done a 3.0 on-prem to 4.0 online migration and it went reasonably well. A few notes (regarding 4.0 import):

    Multi party activities cannot be imported. If you sent an email to 2 recepients, you will need to either import two emails (each with one recepient) or strip one of them out.
    Online (in 4.0) did not allow Data Enrichment through import. So, if you have Accounts with Primary Contacts, you must import them both at the same time, as they need to be able to reference each other.
    The many failures and size restrictions of the 4.0 online import make me glad to never have to perform this again. I hope that 2011 has fixed many of these issues.

    Please keep me updated with what you choose to do.

    _James

    Tuesday, March 15, 2011 2:52 PM
  • Since Microsoft Online won't take a backup your database and import, means you either have to work with the OOB import tool or other migration method.  It might just be easier to re-do all crm3 customisations fresh in CRM2011 online as 1 upgrade solution.  Through the process, you may find lots of crm3 call outs can be acheived using CRM2011 OOB features.  You may also find there are lots of jscripts can be removed. Also, clients are paying for disk space (over 5GB) with CRM2011 online, there is no point to bring in the entire database where half of the information in the database the users will may never need to refer back to. I won't even attempt to upgrade crm3 to 4 in your scenario.


    SW
    Thursday, March 17, 2011 5:10 AM
  • All great comments here.   I believe what we are seeing is that Microsoft CRM became a new type of software around 3.0 via the work of enterprising Dynamics VARs.    But the flexibility allowed for many unknowns.  In short, each one of these situations have to be dealt with on a client to client basis.

    You cannot expect a "Tool" to do this for you.   Changes to the Schema also present tough migrations as we all experienced during the release of CRM 4.0.   Even recently I experienced a total break down of the process of importing a company database into another environment.  A very routine operation made into a nightmare because some one removed certain data from certain tables in the database manually. 

    So to manage expectations here, I think we are expecting too much for a tool to automate "ANYTHING" for us.

    We have a great Product that can reduce months of development and deployment time. 

     

     

     


    Curtis J Spanburgh
    Wednesday, March 23, 2011 2:21 PM
    Moderator
  •  

    Hi

     

    What are the exact steps to upgrade CRM 4.0 (On-Premise) to CRM2011 (Online)?

    I just want to migrate the customizations made in CRM4.0 to CRM2011.

    I do not want to migrate data from CRM4.0 to CRM2011.

     

     

    Krish

    Friday, March 25, 2011 6:05 AM
  • Krish, you have to upgrade the entire CRM 4.0 on-premise organization to CRM 2011 on-premise, then export the customizations from your CRM 2011 on-premise organization to CRM Online. The exact steps are described in the CRM 2011 Implementation Guide.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Friday, March 25, 2011 8:47 AM
    Moderator
  • Thanks Neil
    Friday, March 25, 2011 9:09 AM
  • If you can use third-party solutions, check the commercial CozyRoc SSIS+ library for SQL Server Integration Services (SSIS). It includes adapters for Microsoft Dynamics CRM, AX, SharePoint , Salesforce and many other additional adapters. All three Dynamics CRM deployment types are supported: Premise, Hosted , Live. The product can work with CRM 3, 4 and 2011. We already have customers using the library in production and some of our customers have used it for exactly that type of requirement to transfer data between two different CRM systems. The licensing model is very liberal and affordable. To find more about the product check here.
    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/
    Tuesday, April 26, 2011 6:10 PM
  • I recently completed a migration from 4.0 on premises to 2011 online, and documented my lessons learned here:

    http://blog.customereffective.com/blog/2011/04/lessons-learned-migrating-data-to-microsoft-dynamics-crm-2011.html

    Friday, May 6, 2011 6:16 AM
    Moderator
  • Joel,Thanks for the nice post.

    Scenario 1 : Upgrade CRM4.0(On-Premise) to CRM2011(Online)

    1. Upgrade CRM4.0(On-Premise) to CRM2011(On-Premise).

    2. Create an Online CRM by using the link http://crm.dynamics.com/en-us/

    3. Export Solution from CRM2011(On-Premise) to CRM 2011(Online).

    4. Migrate data from CRM2011(On-Premise) to CRM 2011(Online) using scribe or SDK Coding.

    Scenario 2 : One of my client wanted to rename the CRM Orgame in CRM 2011 Online.

    After contacting Microsoft they said you can't rename the CRM orgname. And they provided me with the below solution for migrating data from CRM 2011(Online) to CRM 2011(Online). 

    1. Export Solution from Old Orgname (CRM 2011Online) to New Orgname (CRM2011Online).

    2. On Contacting Microsoft they told they will provide me with the data files.(Note: They aren't going to support for Trail version)

    3. As migration is not going to be taken care by Microsoft, we  need to do data migration by ourself.

     


    Regards Satish Kandukuri
    Monday, May 23, 2011 7:51 AM
  • Hi,

    We've just completed the development of a tool which automatically manages the transfer of data from a CRM 2011 On Premise database to CRM Online.  We're in the process of making this available publicly, in the mean time if you're interested in using this service, contact info@synchronicity-systems.com.

    Many thanks

    Alex Brown.

    Monday, May 23, 2011 8:30 AM
  • We have developed a tool for moving a database pretty much from any environment (online, on-premises or partner hosted) to any other environment (online, on-premises or partner hosted). The tool itself will do an upgrade from v4 to 2011, but it will form part of the overall process. For more information on this please email opsisinfo@opsis.com.au. With thanks Gill
    Gill
    Sunday, July 31, 2011 5:48 AM
  • Hi,

    Update on this, Synchronicity Echo On Premise to Online Data migration tool is now available for download and evaluation at http://www.synchronicity-systems.co.uk/echo/ 

    Many Thanks

    Alex.

    Friday, September 9, 2011 2:45 PM
  •  

     

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    Very nice and informatics article James, it will really work for me too. Microsoft Dynamics, Navision
    Monday, September 19, 2011 5:56 PM
  • Hi,

    I am newbie to the Microsoft Dynamic CRM 4.0

    I want to integrate the crm with my site......

    So in that process i gave the values of

    User Interface URL : http://customer.crm.com:5555/EPiServer

    Content WebService URL : http://customer.crm.com:5555/EPiServer/mscrmservices/2006/crmservice.asmx

    Metabdata WebService URL : http://customer.crm.com:5555/EPiServer/mscrmservices/2006/metadataservice.asmx

    these values i got from the below url

    http://world.episerver.com/Documentation/Items/Installation-Instructions/EPiServer-Connect/Installation-Instructions---EPiServer-Connect-for-CRM-12/

    but it is showing errors : Content Webservice test failed, Metadata webservice test failed

    I can abel to figure it where the issue arised ?

     

    Can any one help me in this issue ?

    Tuesday, October 4, 2011 10:24 AM