This video demonstrates how to upgrade Connector for Microsoft Dynamics to the latest version.
Key take aways for this process include:
- Valid settings only need to be supplied for the new Microsoft Dynamics CRM 2011 adapter if you are changing your Microsoft Dynamics CRM deployment to one that was not previously supported. If you are only upgrading your installation you can simply click the “Apply” button when propted for new adapter settings after luanch the client again after an upgrade.
- If you are changing your Microsoft Dynamics CRM 2011 deployment you will need to create a new integration using the latest template for your ERP
- This new integration can start over and sync all of your data again, starting from 1/1/1900, or it can be be set to query into the source with the last run time from the old version of a given map