Once the Microsoft Dynamics CRM server is upgraded to Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook will continue to work with the Microsoft Dynamics CRM 4.0 features. This feature was added as temporary solution to give CRM 4.0 Outlook client users enough time to upgrade to the CRM 2011 Outlook client. The synchronization between Outlook and Microsoft Dynamics CRM 2011 will function as before. If a user has a CRM 4.0 Outlook client that is in an offline state with data in the offline queue during the upgrade of the CRM server, that data will be able to be taken back online against the CRM 2011 server. This process can only occur one time. Once a CRM 4.0 Outlook client user is in an online state, they cannot go offline again.
Upgrading a CRM 4.0 Outlook with data in the offline queue to a CRM 2011 Outlook client will remove data in the offline queue (if there is any). It's a best practice to have all user's take any offline data online prior to upgrading their CRM Outlook client to 2011. If upgrading manually, the user will be prompted to go online prior to upgrading. Users would see a message similar to the following
The CRM 2011 server does support CRM 4.0 Outlook clients that were installed prior to the upgrade. The 2011 environment does not support new CRM 4.0 Outlook client installs after the 2011 has been installed/upgraded.
CRM Online users using the CRM 4.0 Online Outlook client may see the following security message when clicking the "View in CRM" button after the CRM organization has been upgraded to CRM 2011: "Do you want to view only the webpage content that was delivered securely". I've found one way to avoid this message is to (contact your IT group before making any IE related security changes):
There may be scenarios where prerequisites that are being installed during the CRM 2011 upgrade require a reboot (ex. SQL Server 2008 Express SP1). In order to speed up your install, and to eliminate these reboots, it may be a very good idea to install these prerequisites ahead of time (especially if doing a managed deployment of the CRM Outlook client upgrade).
If you plan to install or upgrade to the SQL Server Express install prior to the upgrade to CRM 2011, remember:
To install the CRM 2011Outlook client, the user must be a local admin. Local admin permissions are not needed to configure the CRM Outlook client.
The "Get CRM for Outlook" button that shows up within the CRM 2011 web client when the CRM Outlook client is not already installed on the machine, or when the CRM 4.0 Outlook client is installed on the machine. The button can be used to install the CRM 2011 Outlook client on the user’s machine if the CRM 2011 Outlook client doesn’t already exist on the machine. If the user has the CRM 4.0 Outlook client installed, the button can be used to upgrade the CRM Outlook client to 2011.
Editor’s Note: if you want to check out more great Dynamics CRM content written by Microsoft Premier Field Engineers, make sure you visit Dynamics CRM in the Field.