Upgrading MS CRM 3.0 to 4.0

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.Cal lout.Base. dll in the GAC (see figure1)
  9. 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.Cal lout.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.