On-Premise Upgrade Steps
2. Make a backup of your existing CRM 4.0 SQL organization database using SQL Server Management Studio (it will have a name like OrganizationName_MSCRM).
3. Physically copy the backup from step 2 to your new server that will be hosting the SQL Server databases behind your CRM 2011 install.
4. Create a new SQL Server database on your new server hosting the SQL Server databases for CRM 2011 using SQL Server Management Studio.
6. Open the CRM 2011 Deployment Manager software that is running on your new server that is running the CRM 2011 web application. Click on the Import Organization Wizard.
There are multiple approaches available to upgrade CRM 2011 to CRM 2013. In all cases the process begins with installing a new instance of CRM 2013. Once the new instance is created, the options generally consist of:
Data Migration Design
As with the application upgrade, there are multiple options for migrating data in an upgrade from CRM 2011 to CRM 2013
1. Back up the CRM 2011 SQL Server database and restore to the CRM 2013 SQL Server database, then import the CRM 2011 Organization using the CRM 2013 Deployment Tool. This will migrate all data without a separate data import.
2. Export data from CRM 2011 and import into CRM 2013 using the CRM Import Tool, SQL Server Integration Services (SSIS) or a third party tool such as Scribe.
Sample Step-by-Step Plan:
· SQL Server 2012
· Windows client – Windows 7 and Windows 8
· Internet Explorer 10/11
· Exchange Server 2010/2013
· Outlook 2010/2013
Two Methods to Upgrade:
For customers who upgrade to CRM 2015 who have not upgraded to use CRM 2013 “V6” forms, the older V5 forms (“Information forms”) will be imported into CRM 2015 and will continue to work as they did in CRM 2013. The CRM form designer will retain the ability to migrate forms to V6 forms. As Microsoft adds new capabilities and features to CRM 2015, however, these will be added only to the new forms and not to the old forms.