It's important that you review Microsoft's KB Article for CRM 4.0 hotfix information, download the hotfixes and apply them to your server.
Including operation system, databases, callouts...If the upgrading process is failed, you have to re-install CRM 3 from scratch. So it's very important that you backup everything and give an early warning to yourself.
As per rule Installation - Do you log each screen which is different to the default?, it's important that you log each screen so that you can have a historical log of the upgrading.
It is recommended that you should run at least 2 or more successful test migrations before running a live migration. The following steps describe the process of setting up a test environment for migration:
Back up your CRM 3 existing environment including customizations, custom codes, sitemap...
When running the Microsoft CRM 4 installation file, you can check for setup updates.
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However it’s hard to keep rules current and correct. If you spot a rule that is out of date, please email or if you are cool tweet me.
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