Dynamics CRM migration from 3.0 to 4.0 resources



We are about to embark on migrating our CRM 3.0 installation to CRM 4.0. We have a lot of custom entities, and have written a lot of code using the web service SDK, Stored Procs hitting the views in SQL for the entities, and even some Workflow and Callout DLLs. While I'm certainly not going to miss the .Net 1.1 development environment of the Workfows and Callouts, I am apprehensive about what's going to bite us hidden away in bowels of CRM. I have not had any experience with 4.0 at all.

My current gut feel is that this is either going to be fairly simple, or completely painful, with no middle ground.

Google searches have not turned up any good references, so I'm going to ask here:

Does anyone have any pointers, either links to resources, books to recommend, or even personal experiences that will ease the pain of transition?

1 ответов


There are a few gotchas, but first things first and visit this link. That's a Microsoft article that discuses upgrading to 4.0.

I've done about a dozen upgrades and most go smooth but here are a few things to consider:

I'd try and provide some more info but without knowing more about your system I wouldn't know where to begin. All in all, though, the move from 3.0 to 4.0 is HUGE from an admin/developer's perspective. I'm sure you'll enjoy the new system.

  • That’s a good chunk of what I was looking for. I waded all through that msdn tree and apparen’t skipped right past those pages. we don’t have to worry about multi-tenancy, server 2000, or sql server 2000. I’m going to keep the question open a bit longer, but someone’s going to have to work to beat this one. Thanks!

    Moose17 октября 2009, 13:14