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CRM 2013

Posted on 2013-11-16
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Last Modified: 2013-11-17
We have CRM 2011 and may look to upgrade to 2013 (on premise version) quite soon - anyone had any issues with this upgrade and how does it compare to upgrade from 4 to 2011.

Beyond the upgrade, any issues to note.

Kind regards. J
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Question by:sunny-j
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by:feridun
ID: 39653957
The upgrade process itself is reasonably straightforward. But, you need to review your CRM 2011 for any unsupported customizations (such as JScript using the CRM 4 model).

If there are any unsupported customizations, the setup wizard will warn you and not proceed.

The hardware and software requirements for CRM 2011 and 2013 are broadly the same.

If you have a free server or can set up a new virtual server I recommend you do a new install of CRM 2013 (you will also need another instance of SQL Server) and then import a copy of your CRM 2011 database to see if everything works ok and to get an idea of how long the process will take.
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by:sunny-j
ID: 39654248
Thank you Feridun for this, we do have the means of setting up a virtual server. Is it better then to set up a new version rather than copy our existing VM profile and upgrade to see if everything works.  Thanks again. Kind regards.
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feridun earned 500 total points
ID: 39654468
I don't think either of the two ways is necessarily better. If you can make a copy of your existing VM and upgrade it then that should be ok. However, I prefer the new install method, because it means that you don't have to worry about duplicate server names etc.

If you duplicate the existing VM you will have to be make sure that the copy is not on the same network as the original and that it is not possible for them to communicate. That restriction may prevent you from fully testing the upgraded copy if you need it to connect to other network resources.
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