Microsoft Dynamics CRM Team Blog: Migrating Customizations to Microsoft Dynamics CRM 2011 Online
Guest blogger and CRM MVP Frank Lee shares his insights about moving CRM 4.0 customizations to CRM online.
Since the release of Dynamics CRM 2011 Online – I’d been asked by a number of our Dynamics CRM 4.0 Online customers how they can find out if their MS Dynamics CRM 4.0 customizations work in MS Dynamics CRM 2011 so they can be ready for their scheduled upgrade.
This week, I am working with a High Tech Semiconductor Failure Analysis (FA) services company to prepare for their MS Dynamics CRM 2011 (5.0) Online Upgrade. One of the key areas is to ensure their current MS CRM 4.0 customizations will work as expected in MS CRM 2011 (5.0).
Here are the steps on how to migrate MS Dynamics CRM Online 4.0 Customization to MS CRM 2011 (5.0) Online:
Note: There is no support for exporting reports in MS CRM 4.0 Online. Any custom reports via Reports Wizard, Existing File, or Web Link will need to be manually migrated.Setup a MS Dynamics CRM 4.0 On Premise Server Environment – Import the MSCRM 4.0 Online Customizations (from the previous step) to this environment and perform a Publish All.
- Microsoft Dynamics CRM 4.0 Server: 90-Day Trial Versions download and trial keys
- Microsoft Dynamics CRM 2011 Server Download and Trial Product Keys
- Ensure the 2011 Upgrade has been successfully completed
- Export the Solution as “Unmanaged”
- Sign up for a FREE 30-Day MSCRM 2011 Online Trial, Setup & Training
- Ensure that the import of the Solution completed successfully – perform “Publish All Customizations” afterwardsThis completes the test migration process of MS CRM Online 4.0 customization to MS CRM 2011 Online. Next step is to setup time with your CRM Users to validate their processes on the test environment and become familiar with the new MS CRM 2011 look.
If you would like to save time and would like our help to setup the above steps for your organization – contact me.
FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!
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