web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Migrating CRM 4.0 to 2...
Microsoft Dynamics CRM (Archived)

Migrating CRM 4.0 to 2011 On-Premise

(0) ShareShare
ReportReport
Posted on by Krzysztof Lachowski 290

What is a practical procedure (step by step) to migrate from 4.0 to 2011?

We are using CRM 4.0 On-Premise and would test CRM2011 On-Premise on a virtual machines.

I have ready VM with SQL2008, AD (new domain), IIS, Reporting Services, CRM Server and all is runing fine with sample data.

What should I do first to import data and customisation from "old system"?

*This post is locked for comments

I have the same question (0)
  • Krzysztof Lachowski Profile Picture
    Krzysztof Lachowski 290 on at
    Re: Migrating CRM 4.0 to 2011 On-Premise

    Thanks Sven

    that was very helpful.

    Regards

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    Re: Migrating CRM 4.0 to 2011 On-Premise

    This is a supported migration method so normally everything should go fine eventually.

    However there are some small additional steps..

    Details are provided by Microsoft here: technet.microsoft.com/.../gg554767.aspx

    If you have x64 there are some more steps : technet.microsoft.com/.../gg554706.aspx

    Hopefully that helps :-)

  • Krzysztof Lachowski Profile Picture
    Krzysztof Lachowski 290 on at
    Re: Migrating CRM 4.0 to 2011 On-Premise

    Hello Sven,

    I have a fresh install of CRM2011 on a separate machine with new SQL2008. There is one organisation in CRM Deployment Manager with sample data.

    Actually we have CRM4.0 on another server (with SQL2005) and would test fresh CRM2011 with importing data from 4.0. I don't want to use third party solutions :-)

    Please, let me know if I'm wrong:

    Step1. Back Up of CRM 4.0 database

    Step2. Export from CRM 4.0 customisations

    Step3. Create new organisation (testdb1) in CRM2011 Deplyment Manager

    Step4. Import CRM4.0 database into SQL2008 to new testdb1_MSCRM

    Step5. Create new Users in CRM2011

    Step6. Import customisation

    Step7. ???

    Kind regards,

    Krzysztof

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    Re: Migrating CRM 4.0 to 2011 On-Premise

    Here is a nice article which describes some of the steps (it's from crm4 to crm2011 online but still relevant). www.powerobjects.com/.../powermove-%E2%80%93-moving-crm-4-0-on-premise-to-crm-2011-online

    Are you planning on upgrading your CRM4 environment of are you going from scratch on the new CRM2011 environment.

    You should just be able to export your customization but you might need to convert your js files, plugins are the way they are used in CRM2011 is also different.

    Here is another good blogpost: community.dynamics.com/.../crm-4-to-crm-2011-upgrade.aspx

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#2
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans