Upgrading MS CRM 3.0 to 4.0

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This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so hopefully this will help others.

Note that CRM and SQL were installed on the same server.

Preperation for upgrade:
1. Have both 3.0 and 4.0 Licence keys to hand
2. Run Rule Deployment wizard on Exchange Server to remove rules from users mailboxes
3. Back up the org_METABASE db and the org_MSCRM db
4. Export the Workflows
5. Export the Customisations
6. Purge the Workflow databases using the following queries:

Query 1
update wfprocessinstance
set deletionstatecode = 2
where statecode in (3,4)

Query 2
delete wfactionlog
where processinstanceid in
(select processinstanceid from wfprocessinstance where deletionstatecode = 2)

Query 3
delete wfrulelog
where processinstanceid in
(select processinstanceid from wfprocessinstance where deletionstatecode = 2)

Query 4
delete wfprocessinstance
where deletionstatecode = 2

7. Remove the Data Migration & Redeployment programs
8. Register the Microsoft.Crm.Platform.Callout.Base.dll in the GAC (see figure1)
 8. Register the Microsoft.Crm.Platform.Callout.Base.dll in the GAC9. Make sure the permissions for the folder C:\Program Files\Microsoft CRM\server\bin\assembly are set to FULL for EVERYONE and NETWORK SERVICE
10. Do an iisreset then restart the Server – check that CRM 3.0 is working properly
11. Stop the CRM Workflow Service

Actual Upgrade:
1. Install Microsoft Dynamics CRM Server from CD
2. Ignore workflow error if it occurs
3. Restart CRM Server when requested
4. Register Microsoft CRM

Post Upgrade:
1. Make sure the permissions for the folder C:\Program Files\Microsoft CRM\server\bin\assembly are set to FULL for EVERYONE and NETWORK SERVICE
2. Register the Microsoft.Crm.Platform.Callout.Base.dll in the GAC

Please use this guide at your own risk and always do a test upgrade before attempting the live one. Always make sure that you have a full and current back up of both your customisations and the CRM Databases.
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