<

Upgrading MS CRM 3.0 to 4.0

Published on
11,895 Points
5,895 Views
Last Modified:
Approved
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.
0
Comment
Author:stacko111
0 Comments

Featured Post

Cloud Class® Course: Certified Penetration Testing

This CPTE Certified Penetration Testing Engineer course covers everything you need to know about becoming a Certified Penetration Testing Engineer. Career Path: Professional roles include Ethical Hackers, Security Consultants, System Administrators, and Chief Security Officers.

Join & Write a Comment

When you have multiple client accounts to manage, it often feels like there aren’t enough hours in the day. With too many applications to juggle, you can’t focus on your clients, much less your growing to-do list. But that doesn’t have to be the cas…
Wrapper-1-Query. Use an Excel function to calculate a column for an Access query. Part 1. Shows a query in Access that has a calculated column with the results of an Excel worksheet function. See how to call a wrapper function from a query, and …

Keep in touch with Experts Exchange

Tech news and trends delivered to your inbox every month