Customer Relationship Management 6.7.2 > Install Guide > Upgrade > Upgrading QAD CRM 6.5.1 to QAD CRM 6.6.1 > Pre-Upgrade Tasks
  
Pre-Upgrade Tasks
It is recommended that you perform the upgrade from CRM 6.5.1 to CRM 6.6.1 using your TEST CRM 6.5.1 first. In this way you become familiar with the required steps before you apply the upgrade to the CRM 6.5.1 database.
Perform the following steps before upgrading:
1 If you use Remote Sales, perform QAD CRM 6.5.1 data synchronization to ensure that all the remote nodes are synchronized with the host database, since remote nodes need to be recreated after upgrade.
2 Back up the existing QAD CRM 6.5.1 databases that you are planning to convert to QAD CRM 6.6b7. If you plan to integrate CRM 6.6.1 with QAD EA, then also back up the QAD EA databases, as well as the QXtend database if CRM 6.5.1 is integrated with QAD EA.
Note: Certain CRM and MS Exchange integration functions cannot be run in both CRM 6.5.1 and CRM 6.6.1 simultaneously. For more details, see the relevant KnowledgeBase article on the QAD Support Web site.