This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!
1) Export your templates from CRM 4
Please open the DocumentsCorePack Server Config in the Start Pane. In the General Settings-tab, click on the […]-button and save a copy of the saved templates folder.
2) Uninstall DocumentsCorePack in CRM 4.
Before you can upgrade your CRM 4 to 2011 or 2013 version, you must uninstall the 3rd party addons and check that all buttons that have been deleted.
After the migration, you can then install the latest version of each addon. If you skip this step, it is more complicated to get rid of the buttons and icons before you can install the CRM 2011 addons.
For further information, please read our blog article Upgrading CRM 4 to CRM 2011 with 3rd party addons.
3) Upgrade CRM
You can upgrade your CRM system now.
4) Install DocumentsCorePack for MS CRM 2011 or 2013
Next, install DocumentsCorePack for MS CRM 2011 or 2013 in the newly upgraded CRM environment.
5) Apply your 2011 or 2013 licenses
DCP for MS CRM 2011 or 2013 requires a new license. Make sure you have a valid addon-license for MS CRM 2011 or 2013.
Please note: Your actual DCP for MS CRM 4 license is not valid for 2011 or 2013. If you have a valid support contract, then you can order the new CRM 2013 license for free. For further information, please contact our support-team to get your new license and install it with the LicenseManager.
6) Import Templates
Once the valid license is installed, import your templates into the new 2013 environment using the DocumentsCorePack Configuration utility. For more information, please read our blog article DocumentsCorePack for MS CRM 2013: How to import/export Templates. Now you can test your imported templates. If everything works correctly, go on to the next step.
7) Uninstall DocumentsCorePack Client for MS CRM 4 from the Client machine
To uninstall DocumentsCorePack Client for MS CRM 4 select Programs in the ControlPanel. Search for the DocumentsCorePack Client for MS CRM 4 in Uninstall or change a program. Follow the instructions to uninstall the DocumentsCorePack Client.
8) Re-Install 2011 or 2013 DocumentsCorePack Client on Client machines
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.