1. Before starting with the installation of base Microsoft Dynamics CRM 2011, audit your current Microsoft Dynamics CRM 4 organization and look for any custom or third party solutions. In the case of a third party solution check the developer’s website to see if their solution is compatible with Microsoft Dynamics CRM 2011 or if they have a newer version of the same solution which is compatible with Microsoft Dynamics CRM 2011, if so, download the solution(s) and have it available to test after the migration has been completed.
2. Install Microsoft Dynamics CRM 2011 on the new physical or virtual machine you have designated to become the Microsoft Dynamics CRM 2011 server.
TIP: Do not use your current CRM 4’s Organization name for this base install; this CRM 2011 organization is placeholder and will be replaced by the CRM 4 organization (I.E. Name this Organization ‘TMP’ or ‘CRM’)
WARNING: Microsoft Dynamics CRM 2011 is only compatible with a 64 bit Operating System and at the same time, the Microsoft SQL Server to host the Microsoft Dynamics CRM 2011 databases needs to be hosted on a 64 bit operating system and Microsoft SQL also needs to be a 64 bit edition. For a document detailing the steps to deploy Microsoft Dynamics CRM 2011, visit this URL: http://www.microsoft.com/en-us/download/details.aspx?id=3621
3. Take a backup of the ORG_MSCRM database for your Microsoft Dynamics CRM 4 deployment and restore this database on the Microsoft SQL Server hosting the base Microsoft Dynamics CRM 2011 base deployment.
1. Open the Microsoft Dynamics CRM Deployment Manager on the Microsoft Dynamics CRM 2011 server.
2. Select “Organizations” on the left navigation pane and click on “Import Organization” on the right navigation pane. Click OK if you receive a warning saying your previous Organization will be removed if the new import is successful.
3. If you completed the Microsoft Dynamics CRM 4 database restore was completed, your organization should be automatically populated on Select SQL Server screen. Click Next.
4. Accept the current Organization Name or specify a new one at the Specify the Organization Settings screen. Click Next.
5. Review your current SQL Reporting Services server URL and click Next.
6. Select “Automatically Map Users (Recommended)” and click next.
7. If Microsoft Dynamics CRM 2011 was unable to map all users from the Microsoft Dynamics CRM 4 organization to a user in Active Directory you will receive an error and you will be able to map the user manually or ignore the unmapped users.
8. Click Next on the following steps to complete the import of the CRM 4 organization.
1. If your Microsoft Dynamics CRM 4 organization contained custom solutions, please test to make sure that the code/solution works in Microsoft Dynamics CRM 2011.
3. In case your organization uses a referral FQDN for users to access Microsoft Dynamics CRM, update all DNS and Firewall records to point the new Microsoft Dynamics CRM 2011 server’s IP Address.
4. If your users access Microsoft Dynamics CRM via the Microsoft CRM for Outlook Client, configure Internet Facing Deployment on the new Microsoft Dynamics CRM 2011 server.
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