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Upgrade from 4.0 to 2011 Question concerning workflows/system jobs RRS feed

  • Question

  • We are working on upgrading from CRM 4.0 to 2011. One of the questions our consultant is a bit hesitant on is what will happen to waiting workflows. In order to manage our automated communications, we have tens of thousands of workflows in various states of waiting. What will happen to all these workflows? We're trying to sort out how to put these people back in the correct stage of the communications path should these be wiped, but it is looking to be a nightmare.

    Does anyone have any advice?

    Friday, December 16, 2011 6:11 PM

Answers

  • Any workflow in a waiting state will maintain that state, and continue working after the upgrade. One exception is if the workflow uses a CRM 3.0 custom workflow activity. These were supported in CRM 4.0, but aren't in CRM 2011.

    I suggest you run a trial upgrade on a separate server to confirm the behaviour. If there are problems with upgrading any workflows, then this will show up in the setup log


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk
    • Marked as answer by E Moore Wednesday, December 21, 2011 9:20 PM
    Monday, December 19, 2011 6:12 AM
    Moderator

All replies

  • hi E moore,

    I havent personally done a import,

    but I feel theorically it would work, As workflow are stored in Database and the

    Sql Db hasnt change , in crm 4.0 it works with 2008 64 bit db SQL server and its same with crm 2011

    you can try it out in a seperate VM.

     

    have a look at this artlicle you might find it you use ful

    http://inogic.blogspot.com/2011/01/crm-4-to-crm-2011-upgrade.html

     

    hth

    dk


     if the response answered your question, please take a minute and mark the response as an answer.

     

     

    Saturday, December 17, 2011 11:25 PM
  • Any workflow in a waiting state will maintain that state, and continue working after the upgrade. One exception is if the workflow uses a CRM 3.0 custom workflow activity. These were supported in CRM 4.0, but aren't in CRM 2011.

    I suggest you run a trial upgrade on a separate server to confirm the behaviour. If there are problems with upgrading any workflows, then this will show up in the setup log


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk
    • Marked as answer by E Moore Wednesday, December 21, 2011 9:20 PM
    Monday, December 19, 2011 6:12 AM
    Moderator
  •  
    Hi

    Did this help?

    Please make sure to mark as answer to the response that helped you get through. This will help others with similar problem identify the answer and also close this thread as resolved.

    Thanks

    Dkay

    Monday, December 19, 2011 12:06 PM
  • The upgrade was completed Friday night (we didn't really have a choice in the matter), so I was ecstatic to see all my workflows working before I left (I didn't stick around to update this post). Thanks for your help!
    Wednesday, December 21, 2011 9:22 PM