I wanted to move my CRM Server to a Web Server, off of the SBS 2003 machine.
I accomplished this using CRM 3.0 Professional.
Now I would like to re-import my customizations and my data.
I'm just thinking out loud, but here is what I would presume the
requirements to be for this:
1. Uninstall the CRM 3.0 SBE Server from the SBS 2003 machine (after
backing everything up)
2. Delete the Existing CRM 3.0 / SQL 2005 Database
3. Install CRM 3.0 Pro on Web Server (Windows 2003 R2 Member Server) with
the Same Organization Name
4. Import the Customizations
5. Restore the Database
Like I said, I have "accomplished" the main goal of installing the CRM 3.0
Pro application on the Web Server, but I ran into a problem installing with
same organization name. I think this might have been because I didn't do
Step 2 -- delete the SQL database first. So I installed with a different
organizaton name to later find it unable to import customizations or restore
I would like to go back and try again, but I'm nervous about wasting a lot
of time if either Step 3, 4, or 5 won't work. I'm worried that it will not
be possible to import the SBE customizations / data into the Pro version.
(I'm sure it doesn't work if you don't have the same organization name!)
Please let me know if it is do-able to import customizations from SBE to Pro
IF you install the latter with same organization name...