28. October 2013 13:24

How to upgrade AutoMerge for MS CRM 2011 to 2013

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | CRM 2013 ) By Jin

This article will show you how to prepare AutoMerge for MS CRM 2011 for an update of your CRM system to 2013!

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In order to provide an unified document solution, AutoMerge for MS CRM 2013 is now part of DocumentsCorePack for MS CRM 2013. Both server and/or client-side document generation is now handled by DocumentsCorePack for MS CRM 2013. 

First of all, make sure that you have a valid addon-license for MS CRM 2013. NOTE: your actual AutoMerge for MS CRM 2011 license is not valid for 2013. If you have a valid support contract, then you can order a new CRM 2013 license for free. For more information please contact our support-team

1) What to do before you upgrade your MS CRM system to 2013


IMPORTANT: in order to upgrade AutoMerge for MS CRM 2011 to 2013, the current AutoMerge version has to be 5.41 or higher! You can download and install the latest AutoMerge for MS CRM 2011 version from our download area at www.mscrm-addons.com.

To verify the current AutoMerge version, start “Install – AutoMerge for MS CRM 2011” from the start menu.
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Figure 1: Verify current AutoMerge version

Following window appears. 
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Figure 2: AutoMerge version number

2) Now you are ready to upgrade your MS CRM system to 2013     
Once you have finished upgrading MS CRM 2011 to MS CRM 2013 you have to download and install the latest DocumentsCorePack Server for MS CRM 2013 version. With the installation of DocumentsCorePack Server for MS CRM 2013 the addon is updated automatically and ready to use for MS CRM 2013. All your settings are of course the same as before! For more information please read our DocumentsCorePack Server and Client Installation Guide.

3) Install the new license     
AutoMerge for MS CRM 2013 needs a new license. Please contact support@mscrm-addons.com to get your new license and install it with the LicenseManager.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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