Hello All,
My client is using CRM 4.0 online version since 5 years, so system is heavily customized now. Now they want to go with CRM 2011. I have done some reseach and found that there are two options to achieve this:
1) Import Organization - In which we have seperate server with CRM 2011 installed on it. We need to run import organization in this.
2) Inplace upgradation (Also called migration) - Which people not recommended because it should be done on production server where crm 4.0 is running.
We have already done UAT by using first approach. I faced some issues during the process and we fixed it. Now when we open new CRM 2011, i found data moved correctly. Only issue was in some javascripts and custom pages.
I want to try second approach. What is the pre and post requisite for this? I am planning to do this by preparing new server which will be copy of my existing CRM 4.0 production server.
Thanks,
Ravi