Microsoft KB Archive/885743

= Microsoft CRM 1.2 Integration for Great Plains 8.0 Update =

Article ID: 885743

Article Last Modified on 9/8/2006

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APPLIES TO


 * Microsoft Business Solutions CRM Sales for Outlook, when used with:
 * Microsoft CRM 1.2
 * Microsoft CRM 1.2

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SUMMARY
The Microsoft® Business Solutions CRM 1.2 Integration for Great Plains® 8.0 Update enables you to upgrade both your existing Microsoft CRM Integration for Great Plains 1.0 and Microsoft CRM Integration for Great Plains 1.2, and install Microsoft CRM 1.2 Integration for Great Plains 8.0. Currently, Microsoft CRM Integration for Great Plains 1.2 detects and works with Microsoft CRM 1.2 and Microsoft Business Solutions–Great Plains 7.0 and Great Plains 7.5 only. This update enables integration between Microsoft CRM 1.2 and Great Plains 8.0 to function, whether you are an existing user of Microsoft CRM Integration for Great Plains 1.2 or a new integration user.

You must have Microsoft CRM 1.2 and Great Plains 8.0 installed to run the Microsoft CRM 1.2 Integration for Great Plains 8.0 Setup.

Note Microsoft CRM 1.2 and Great Plains 8.0 are not all the components required for the integration to run.

Important Do not run Setup until you have installed or upgraded to Great Plains 8.0. Otherwise, the installation will fail. After you install Great Plains 8.0, you can run the Setup program again.



Configuring Microsoft CRM Integration for Great Plains 1.2 to work with Great Plains 8.0 requires a series of steps and downloading, extracting, and running the setup program.

The download package is available from the Microsoft Download Center:

http://www.microsoft.com/downloads/details.aspx?FamilyId=CD89BC7E-447A-4AF0-AAC4-3B59C018C2C1&displaylang=en

For additional information about how to download Microsoft Support files, click the following article number to view the article in the Microsoft Knowledge Base:

119591 How to Obtain Microsoft Support Files from Online Services

Microsoft has scanned these files for viruses. Microsoft used the most current virus detection software that was available on the date that these files were posted. These files are stored on secure servers that prevent any unauthorized changes to these files.

Installation information
Installation information is specified in the procedures later in this article. You need to install this update on every Microsoft CRM integration server. After you install this update, you must restart the SQLAgent$MSCRMINTEGRATION service in the Services window. When you restart the service, you temporarily interrupt the Microsoft CRM activities. Therefore, install this update after regular business hours, or schedule five minutes for all Microsoft CRM users to be logged out of Microsoft CRM while you install this integration update. Users must also be logged out of Great Plains during the update installation. Otherwise the Great Plains clients will not function correctly.

Removal information
You cannot remove this update.

Restart requirement
You must restart your computer after you install this update.

File information
The English version of this update has the file attributes that are listed in the following table. The date and time for this file are listed in coordinated universal time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time tool in Control Panel.

  Date           Time   Version       Size     File name -- 05-October-2004  02:43  None          25,799   EULA-Supplemental.rtf 03-November-2004  02:27  None          73,454   MS CRM 1.2 Integration for GP 8.0 Readme.htm 11-October-2004  22:58  1.0.0.1       1,473,232  Setup.exe 11-October-2004  22:58  1.0.0.1        219,856 cleanup.exe 08-October-2004  10:00  1.2.4130.37109 315,392 dxlib.dll 06-October-2004  07:00  1.2.3297.101   81,920  pkgutil.exe 26-September-2004 05:44 None           1,948   Job_DXSalesDocument.xml 26-September-2004 05:44 None           189,218 Package_DXSalesDocument.xml

Installation Procedures
Perform the following procedure if you have not installed Microsoft CRM Integration for Great Plains 1.2 on your computer:
 * 1) To download the setup package, specify a folder on your hard disk to hold the update files and finish the download.
 * 2) Insert the Microsoft CRM Integration for Great Plains 1.2 CD into your disk drive. Note If you do not have the Microsoft CRM Integration for Great Plains 1.2 CD, browse to the location on the network where the setup files for Microsoft CRM Integration for Great Plains 1.2 are stored, and go directly to step 4.
 * 3) When the Welcome screen opens, click Cancel. Do not remove the CD.
 * 4) Browse to the folder you specified in step 1 and locate the setup file.
 * 5) To start the installation wizard, double-click setup.exe.
 * 6) The Welcome to the Microsoft CRM Integration for Great Plains Setup page is displayed. Click Next.
 * 7) On the License Agreement page, click I accept the terms of the agreement, and then click I Accept.
 * 8) On the Select Great Plains Server page, select the server that hosts the Great Plains database. If your server is not displayed in the dropdown list, type the server name. Click Next.
 * 9) On the Specify Microsoft CRM Integration for Great Plains 1.2 Setup Location page, either insert the CD, or click Browse to select the network location where the Setup program is located.
 * 10) Select setup.exe, and click Open.
 * 11) On the Specify Microsoft CRM Integration for Great Plains 1.2 Setup Location page, click Next.
 * 12) On the Select Temporary Storage Location page, click Browse to select the location to store the installation files, and then click Next.
 * 13) The installation for Microsoft CRM Integration for Great Plains 1.2 starts, followed by the installation for this update. It might take several minutes. When Setup completes the installation, click Finish.

Perform the following procedure if you have installed Microsoft CRM Integration for Great Plains 1.2 on your computer:
 * 1) Stop the SQLAgent$CRMINTEGRATION service in the Services window.
 * 2) Download the update package and then locate the setup file.
 * 3) To start the installation wizard, double-click Setup.exe.
 * 4) The Welcome to the Microsoft CRM Integration for Great Plains Setup Wizard page is displayed. Click Next.
 * 5) On the License Agreement page, click I accept the terms of the agreement, and then click I Accept.
 * 6) The Ready to Upgrade page is displayed with a warning. If you have not customized the DXPublish_Sales_Document_Retrieve package, proceed to the next step. If you have customized this package, refer to the “Microsoft® Business Solutions CRM Integration for Great Plains Guide” for information about how to back up and restore the document exchange packages. The guide is available on the Microsoft CRM Integration for Great Plains 1.2 CD.
 * 7) On the Ready to Upgrade page, click Install. Setup installs Microsoft CRM 1.2 Integration for Great Plains 8.0. This might take several minutes.
 * 8) When Setup completes the update installation, click Finish.

Keywords: kbmbsmigrate kbmbsupgrade KB885743

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