Upgrading CRM 3.0 to CRM 2011 RRS feed

  • Question

  • I'm wishing to upgrade my CRM 3.0 (10 user) system to a CRM 2011 Workgroup 5 user installation. I understand that this must be done by upgrading to CRM 4.0 then from 4.0 to 2011. The problem I have is the reduced number of  user licences. Although CRM 3.0 is a 10 user system there are actually only 4 active users, the others are deactivated. The upgrade to 4.0 stops when it finds the the prior version has more users. I know that users can't be deleted so is there any way around this? I know I can export my clients and actvities to file and re-import to a new installation but this will loose my attached documents I expect.
    Wednesday, May 18, 2011 11:37 AM

All replies

  • Hi David, I'm not a big fan of the Workgroup Edition since it's impossible to ever add a 6th user.

    However, you could use a trial license of CRM 2011 Enterprise Edition to complete the upgrade. CRM 2011 has a new feature which allows you to delete a user (not just deactive a user, which was a limitation of CRM 3.0 and 4.0, as you've stated). Then redeploy the CRM 2011 Enterprise Edition system into your production CRM 2011 Workgroup Edition system.

    Hope this helps.

    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.

    Tuesday, May 24, 2011 8:43 PM