Microsoft Dynamics CRM 4.0 - Outlook Client upgrade

Test upgrade of an exisiting CRM3.0 outlook client to CRM4.0 client connecting to the new CRM4 server.

I tested this on a fairly standard staff PC.

Install the client ~ 10mins
I just used the CRM CD for this test and had admin rights on the desktop. Point to crm4
Install went ok - probably took around 10 mins

Run config Wizard ~ 15mins
A configuration wizard is installed on the desktop.  Ran it and completed without error.

Run diagnostics ~ 10mins
All ok apart from a warning about network connectivity.  Need to look at our switch configuration and should look at traffic on the LAN for any problems.

Test Outlook ~ 10mins
Opened but very slow.  CPU maxed out with engineserver.exe hitting 100%. Engineserver.exe appears to be a McAfee component.  need to do some research.   Killed offending service and restarted outlook - much healthier.

Further observations

• Need to set format in personalise workspace manually to UK
• Mail Merge with standard entities appears to work with basic fields - activity recorded too.  Need to look at custom entities and standard letters.
• Need to review permissions for standard users - can now create workflows and see duplicate detection.

Follow up needed
Some further research and testing of above
Best method of quickly installing client upgrade and running config tool