INFO: Upgrade from CRM 3.0 to 4.0

Thinking of upgrading from CRM 3.0 to Dynamics CRM 4.0?
It's not as simple as you may think. CRM 3.0 in comparison to CRM 4.0 is a giant leap in functionality and technology required to run it.

It is not a matter of just plugging in the CRM 4.0 disc and clicking next, next, next. Well it is when you have brought your infrastructure up to the following specifications.

The following specifications are a simplified list only. Full details can be found within the Microsoft Dynamics CRM 4.0 Planning guide. Click here to download.

Server Side:
Unfortunately you will need a valid Internet connection to enable the install to download the latest updates and requirements. This can be overcome, but shall be included in another post.

1. Operating System - Windows 2003 Server SP2
2. SQL Server - SQL Server 2005 SP2
3. Reporting Services - SQL Server Reporting Services 2005 SP2

Client Side:
As above you may need an Internet connection to continue with the installation, shouldn't me too much of a problem on the workstation.

1. Operating System - at least Windows XP SP2
2. Office - At least Microsoft Office 2003 SP3 (Only if you are running the Outlook client)
3. Web Browser - Internet Explorer 6.0 SP1

As mentioned earlier the above list of requirements is very simplified and is not enough on its own to be confident that your infrastructure is ready to upgrade to CRM 4.0.

It is recommended that if you are considering an upgrade from CRM 3.0 to CRM 4.0 you contact your Microsoft CRM Partner and perform the upgrade with their consultation.

If however, if you are interested and located in Melbourne Australia, you may be eligible for a FREE System Review and Report from CS Consulting (VIC) PTY LTD.

To find out more email CS Consulting at info@csconsulting.com.au or log onto the website at http://www.csconsulting.com.au/