Migration from CRM 4.0 to Microsoft Dynamics CRM 2011

If you don't have CRM 2011 Environment setup you need to first prepare it which is not the scope of this article. There are so many articles over the internet to Prepare CRM 2011 environment

Prerequisite for CRM 2011

•  Windows Server 2008 R2 64-bits machine
•  SQL Server 2008 / 2008R2 64 bits with SSRS
•  Active Directory

Step 1: Install CRM 2011 if not already installed

Step 2: Get a full backup of your current Organization SQL Server database on Dynamics CRM 4.0

Step 3: Restore the DB backup on the new SQL Server instance used for Dynamics CRM 2011

Step 4: Import organization from deployment manager

Within Deployment Manager, go to Organizations->Import Organization

Select the SQL Server instance and the Organization database to import. This corresponds to the restored DB on the SQL Server 2008/2008R2 instance used for Dynamics CRM 2011

Step 6: identify and Fix JavaScript Customizations

Reference: http://crm2011scriptconvert.codeplex.com

Step 7: identify and Fix Reports Customizations

Step 8 : Migrate Data

There are many techniques to migrate data in CRM some of are mentioned below

Data Migration Techniques
:

1.       Microsoft Dynamics CRM 2011 Import Data Wizard

2.       SQL Server Integration Services

3.       Direct CRM Web Services API Access

4.       SCRIBE

SCRIBE is most efficient technique requires no code and a medium level developer needed for it. 

http://www.scribesoft.com/