Microsoft KB Archive/888797

= How to upgrade from Microsoft CRM Integration 1.0 to Microsoft CRM 1.2 Integration for Microsoft Great Plains 8.0 =

PSS ID Number: 888797

Article Last Modified on 1/21/2005

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The information in this article applies to:


 * Microsoft CRM 1.0
 * Microsoft CRM 1.2 Integration to BO-Great Plains
 * Microsoft CRM 1.2
 * Microsoft CRM 1.0 Integration to BO-Great Plains

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SUMMARY
To upgrade from Microsoft Business Solutions - CRM Integration 1.0 to Microsoft Business Solutions - Great Plains 8.0, you must first upgrade to Microsoft CRM 1.2 Integration for Microsoft Great Plains 7.x. There is no direct upgrade path from Microsoft CRM Integration version 1.0 to the Microsoft CRM 1.2/Great Plains 8.0 integration. To upgrade, follow these steps:
 * 1) Upgrade to Microsoft CRM 1.2 Integration for Great Plains 7.0/7.5.
 * 2) Upgrade to Microsoft CRM 1.2 Integration for Great Plains 8.0.

This upgrade assumes the following environment:
 * Microsoft CRM 1.2
 * Great Plains 7.x
 * Integration 1.0
 * Windows 2000 on all servers



MORE INFORMATION
To upgrade from Microsoft Business Solutions - CRM Integration 1.0 to Microsoft Business Solutions - Great Plains 8.0, follow these steps:  Upgrade to Microsoft CRM 1.2 Integration for Great Plains 7.0/7.5. To do this, follow these steps:  Make sure users are not logged on to either Microsoft CRM or to Great Plains. Back up required data. This includes the following:

Note For information about how to make an SQL backup, click the following article number to view the article in the Microsoft Knowledge Base:

867941 How to back up an SQL Server database

 All databases (Microsoft CRM, Great Plains, BizTalk, Integration databases) The following data if it is customized:  BizTalk repository (schema, maps) DX (document exchange) packages</li></ul> </li></ul> </li> Stop the following services: <ol style="list-style-type: lower-alpha;"> BizTalk Messaging Service</li> CRM Integration Logging Service</li> CRM Integration Messaging Service</li> SQLAgent$CRMIntegration</li></ol> </li> Upgrade the Integration SQL server to the service pack or operating system that is required.</li> Upgrade the Integration server to Integration v1.2.</li> Restart the Integration services.

Note The Integration Logging service should only be turned on for troubleshooting purposes, as it decreases performance.</li> Back up required data so that users will be able to restore to the post-upgrade state.</li> Test the integration.</li></ol> </li> Upgrade to Microsoft CRM 1.2 Integration for Great Plains 8.0. To do this, follow these steps: <ol style="list-style-type: lower-alpha;"> Make sure that users are not logged on to either Microsoft CRM or to Great Plains.</li> Back up required data. This includes the following: <ul> All databases (Microsoft CRM, Great Plains, BizTalk, Integration databases)</li> The following data if it is customized: <ul> BizTalk repository (schema, maps)</li> <li>DX (document exchange) packages</li></ul> </li></ul> </li> <li>Stop the SqlAgent$CRMINTEGRATION service.</li> <li>Run Setup.exe.</li> <li>Start the SqlAgent$CRMINTEGRATION service.</li> <li>Back up required data so that users will be able to restore to the post-upgrade state.</li> <li>Test the integration.</li> <li>Have users log back on to Microsoft CRM and to Great Plains.</li></ol> </li></ol>

Keywords: kbhowto kbMBSMigrate KB888797

Technology: kbAudEndUser kbBizSolSearch kbCRM kbCRM100 kbCRM100IntegrationGreatPlains kbCRM120 kbCRM120IntegrationGreatPlains kbCRMSearch

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