Upgrading a CRM 4 Organisation to Dynamics CRM 2011

I've posted another short video, showing how easy it is to upgrade a Dynamics CRM 4 organisation to Dynamics CRM 2011.

The steps involved were: -

  • Backup current CRM 4 organisation
  • Restore the database to the SQL server hosting the other CRM organisations
  • Use the Deployment Manage import wizard
  • Map any users that exist in the organisation to Active Directory accounts. If you are restoring to a server in the same domain, auto mapping users should work fine
  • Run the import
  • Log in and test

I did this using the all in one virtual server I had set up previously, which is proving to be a great little training ground!

Tagged CRM 2011 Import Organisation Video

Dynamics CRM 2011 beta setup

I've created a short video guide for setting up the Dynamics CRM 2011 on-premise beta. I installed all of the services on to the same virtual machine, so some of the things done will not reflect best practices. The whole installation (excluding Windows setup and updates) took took just over an hour but I've tried to cut as many of the progress bars as possible.

Before I started recording, I installed Windows Server 2008 with SP2 and all available updates. I also turned off UAC and the Windows firewall.

If the video below does not work, please try here. Be sure to watch it in full screen HD, otherwise the quality is not great.

 

Tagged CRM 2011 SQL Video