After the upgrade

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Applies To: Dynamics CRM 2013

After Setup upgrades to Microsoft Dynamics CRM Server 2013, perform the following tasks.

Post-upgrade steps for servers

Do post-upgrade server steps

  1. If you have additional network load balanced servers or Microsoft Dynamics CRM server roles installed on other computers, upgrade or uninstall and reinstall Microsoft Dynamics CRM on those servers as described in Install Microsoft Dynamics CRM Server 2013 on multiple computers and Install Microsoft Dynamics CRM 2013 Front End Server and Back End Server roles.

  2. Install the Microsoft Dynamics CRM Reporting Extensions. If you are migrating to Microsoft Dynamics CRM 2013, you must install Microsoft Dynamics CRM Reporting Extensions before you can import and upgrade a Microsoft Dynamics CRM 2011 organization.

  3. If you had Language Packs provisioned in your Microsoft Dynamics CRM 2011 deployment, download and install Microsoft Dynamics CRM 2013 Language Packs for the languages that you want. More information: Upgrade and deploy a Language Pack

  4. Install the latest Microsoft Dynamics CRM 2013 update rollup packages or server hotfixes.

  5. If you deferred the base and extension table merge, schedule the table merge during an upcoming maintenance window. More information: Run the base and extension table merge as a separate operation

  6. In Microsoft SQL Server Reporting Services Report Manager, re-create any custom data sources under the OrganizationName_MSCRM folders.

  7. New for Microsoft Dynamics CRM 2013, some organization data is encrypted using encryption keys that should be copied as part of your failure recovery procedures. More information: Data encryption

  8. Verify that the system jobs and workflows are running.

  9. Verify new areas are available in the navigation bar.

  10. Although not required, we recommend that you register Microsoft Dynamics CRM.

Post-upgrade steps for clients

To be compatible with Microsoft Dynamics CRM Server 2013, Microsoft Dynamics CRM 2011 for Outlook clients must be updated to at least Microsoft Dynamics CRM 2011 Update Rollup 12. However, for Go offline functionality or to experience some of the new features that are available with Microsoft Dynamics CRM 2013, you must upgrade to Microsoft Dynamics CRM 2013 for Microsoft Office Outlook.

Upgrade clients

  1. Make sure that you have a version of Microsoft Dynamics CRM 2011 for Outlook that is supported for upgrade. For supported update rollup versions, see Microsoft Dynamics CRM for Outlook upgrade requirements.

  2. Run Microsoft Dynamics CRM 2013 for Outlook Setup on every user's computer. To distribute the upgrade, use Microsoft System Center or Microsoft Group Policy to push the upgrade to users. For more information about Group Policy distribution, see Deploy Microsoft Dynamics CRM for Outlook by using Group Policy.

  3. Verify that CRM for Outlook has the latest Microsoft Dynamics CRM 2013 updates.

  4. Test the functionality from Microsoft Outlook and from the Microsoft Dynamics CRM web application.

For more information, see Upgrade Microsoft Dynamics CRM 2011 for Outlook to Microsoft Dynamics CRM 2013 for Outlook in this guide.

See Also

Upgrade from Microsoft Dynamics CRM 2011
Run the base and extension table merge as a separate operation
Verify new areas are available in the navigation bar
Troubleshooting installation and upgrade