I am doing something a little different from previous CRM upgrade projects I have been a part of. The client has a CRM 4.0 organization and a CRM 2011 organization and they are used by two different sets of users. Now they want to upgrade the org to 2011, but they don't just want it upgraded, they want the 4.0 organization merged into the 2011 organization.
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This is an interesting scenario and I think I will cover how it goes and the steps required to get there.
Hopefully the story over the next couple months will help someone.
Image may be NSFW.
Clik here to view.
Clik here to view.
Image may be NSFW.
Clik here to view.
Image may be NSFW.
Clik here to view.
Clik here to view.
