SmartConnect can upgrade Dynamics CRM 4 maps to CRM 2011 / 2013 / 2015 / 2016.
To upgrade Dynamics CRM 4 maps:
| • | Ensure that the Dynamics CRM connector has been set up. The Dynamics CRM 4 connector is not required, however if still connected, the applicable CRM 4 names will be displayed during the upgrade. |
| • | Select Upgrade CRM from the window toolbar. |
The upgrade follows the steps below:
| • | All maps that contain a Dynamics CRM 4 data source (other than real time) or Dynamics CRM 4 destination are loaded. |
| • | Data sources are processed, a CRM data source is created with the same settings as the CRM 4 data source, and linked to the map. Data source columns are checked to ensure that columns in CRM 4 also exist in CRM. On save the CRM 4 data source is deleted. |
| • | Destinations are processed, a CRM destination is created with the same settings as the CRM 4 destination and linked to the map. Destination columns are checked to ensure that columns in CRM 4 also exist in CRM. On save the CRM 4 destination is deleted. |
| • | All maps containing Dynamics 4 real time data sources are loaded. |
| • | CRM real time data sources are created for each Dynamics CRM 4 real time data source. |
| • | The new real time data sources are linked to the upgraded map with the same trigger settings as the old maps. |
| • | The system will attempt to de-register all CRM 4 real time data sources, then delete them. |
| • | The system will attempt to register all new CRM data sources. |
| • | All failures in the upgrade process are logged to the upgrade detail window. |