Table of contents
This guide contains conceptual, procedural, and scenario information about how to upgrade your ExactTarget for Microsoft Dynamics CRM 3.0 integration to support Microsoft Dynamics CRM 4.0. Use this guide if you are upgrading your CRM instance from 3.0 to 4.0. The process at a high level involves un-installing the integration, upgrading your CRM instance, and then re-installing the ExactTarget integration.
ExactTarget 3.0 V2 to 4.0 Upgrade
This section includes step-by-step detail for the upgrade process from ExactTarget for MSCRM 3.0 V2 to ExactTarget for MSCRM 4.0. The upgrade process consists of uninstalling ExactTarget 3.0 V2, upgrading MSCRM 3.0 to MSCRM 4.0, and then installing ExactTarget 4.0.
Note: You might get the following dialogs which state that the Services or Configuration Utility applications were identified as running. Close out of these applications prior to continuing the uninstall.
- Launch the Uninstaller.
- Select the type of uninstall you want to perform. If you are uninstalling the integration into a cluster of CRM servers, the Web Only and Connector Only options will need to be used. Click Next to continue the un-installation.
- Check your uninstall progress. The following command window will display during uninstall. The progress bar on the uninstaller gives an indication of the uninstaller's progress.
- Click Finish to exit the uninstaller.
- Follow the Installation steps in the ExactTarget for Microsoft Dynamics CRM 4.0 Installation Guide.
- Run the following SQL query on your _MSCRM database to migrate historical behavioral data to use the native CRM 4.0 relationship.
Update campaignresponseextensionbase set et_exacttargetsendid = et_exacttargetjobid where et_exacttargetjobid is not null
ExactTarget 3.0 V1 to 4.0 Upgrade
This section includes step-by-step detail for the upgrade process from ExactTarget for MSCRM 3.0 V1 to ExactTarget for MSCRM 4.0. The upgrade process consists of uninstalling ExactTarget 3.0 V1, upgrading MSCRM 3.0 to MSCRM 4.0, and then installing ExactTarget 4.0.
- Navigate to Add/Remove Programs on the CRM Server.
- Uninstall ExactTarget: Click Yes to uninstall ExactTarget for MSCRM 3.0 V1.
- Follow the Installation steps in the ExactTarget for Microsoft Dynamics CRM 4.0 Installation Guide.
- Run the following SQL query on your _MSCRM database to migrate historical behavioral data to use the native CRM 4.0 relationship.
Update campaignresponseextensionbase set et_exacttargetsendid = et_exacttargetjobid where et_exacttargetjobid is not null
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