Ensure a smooth CRM migration from version 3 to 4 by applying all hotfixes to the server post-migration, backing up everything beforehand, and logging each screen during the process. Conduct multiple test migrations before going live and update CRM installation files to guarantee compatibility and functionality.
It's important that you review Microsoft's KB Article for CRM 4.0 hotfix information, download the hotfixes and apply them to your server.
Before running the migration process, you should backup everything on your existing CRM 3 server:
As per rule Installation - Do you log each screen which is different to the default?, it's important that you log each screen so that you can have a historical log of the upgrading.
It is recommended that you should run at least 2 or more successful test migrations before running a live migration. The following steps describe the process of setting up a test environment for migration:
When running the Microsoft CRM 4 installation file, you can check for setup updates.