You're upgrading to Microsoft Dynamics CRM 2011 Online, and you're going to love it! Out of the box integration with Sharepoint, multiple dashboards with complex reporting, and new customization options make the new version of MS Dynamics CRM as powerful and versatile as Salesforce or SAP. Yet it still lets you work in your own comfortable Outlook and Office work environment.

Here's what you need to do.

Upgrade the Outlook Client on each machine:

1. Uninstall CRM 4 Outlook Client

2. Download Link: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=22dc423a-7194-491e-a169-6ace16bfdd36

3. Choose appropriate version (64-bit or 32-bit) for installed version of Outlook.

Now upgrade the E-Mail Router (if installed) and any third-party add-ons (if applicable).

Training is the final step – make sure you don’t lose users to the new interface/design.

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