Due to some strong business requirements, we have decided to make the immediate leap from CRM 52 to CRM 2007. Originally we would have preferred to be on CRM 2007, but the timing did not work out. We now have converted our dual-stack sandbox from 52 to 2007 and here are some of our findings.
1. The dual-stack upgrade requires more time on the basis side. From what we have seen the whole java prepare adds some extra time to the timeframe required.
2. Repository adjustment is easier via copy. Unless you have modified the respository of the “enhanced components” then doing a copy/replace with the newer version works best. The compare tools still are too much work. Since we didn’t do anything to the respository.xml file in the old releae we took this approach.
3. Personalization from the old release needs to be deleted. In order to get some of the benefits of CRM 2007(editable overview screens), we need to delete user personalization settings from CRM 52. After posting a question on SDN we found the answer that was using the report BSP_DLC_DELETE_PERSONALIZATION. This information is also on the CRM wiki
4. New configurations needed for new screens. This really didn’t shock us, and was expected. This was not too bad as we did not have a lot of enhancements in the UI. We also followed the enhancement procedures, and were rewarded.
5. UI refinements are excellent. For most of my users who didn’t request the functionality that 2007 had vs CRM 52, the UI refinements are going to be a way to give something back to them. The collapsable menu bar, along with the drag and drop personalization should keep people happy. Also the whole “editable overview” screens will eliminate the griping over the old “green check back” button editing procedure.
6. Short timeframe to get up and running. I think we spent about two to three days post upgrade to get 80% of our applications running again. This included switching over to the new “editable overview” screens and spau adjustments(think old note corrections).
The upgrade will appear to have a minimal impact on what will be needed to be done to make the system workable again. If you have done a lot of repsository enhancements in CRM 52 then you may encounter a lot more work.