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MSD CRM Updates

Dynamics CRM vs D365 Comparision

Let’s start with a basic difference between Dynamics CRM vs D365.

CRM vs D365

Dynamics CRM vs D365

It was Launched in 2003, the Dynamics CRM was created to act like the customer relationship management arm of Microsoft’s new Dynamics suite of business software, assisting organizations with front-of-house operations such as sales, customer service, and marketing.

Over the next fifteen years, the Dynamics CRM enjoyed many major updates, amassing over 40,000 customers in the process.

Intended to be a new face of Microsoft’s Dynamics suite, Dynamics 365 was released in November 2016 and rolled together new versions of previous Dynamics programs under one umbrella brand.

Under the Dynamics 365 standard sits several applications offering both CRM and ERP functionality, meaning businesses can operate all of their front- and back-end operations from a single, unified platform. Dynamics products CRM, AX, and NAV formed the basis for a new Dynamics 365 apps, being updated and rebranded as part of the new suite.

Dynamics CRM, for example, was revamped and split into 2 modular applications; Dynamics 365 for Sales, and Dynamics 365 for Customer Service, with a third app, Dynamics 365 for Marketing, set to be released early in 2018. Social media features are contained within an integrated application, Microsoft Social Engagement, which comes free with any Sales or Customer Service license.

Dynamics 365 for Sales features the same core sales and the marketing features seen in the most recent version of Dynamics CRM, including management of leads, quotes, orders, and invoices, and the ability to construct and execute the marketing campaigns.

The customer service functions of the Dynamics CRM is now housed within Dynamics 365 for  Customer Service and includes aspects such as case management, entitlements, Service Level Agreements, Unified Service Desk, queues and knowledge bases.

The as-yet-unreleased the Dynamics 365 for Marketing will capitalize on Microsoft’s partnership with Adobe Marketing Cloud to offer more in-depth marketing functionality and campaign management.

Dynamics 365 also features many new applications that complement its CRM offering.

Dynamics 365 for Project Service Automation aims to support project-based businesses to work more efficiently by offering project and resource planning and scheduling, time and expense management, and service analytics functions alongside automation technology.

Dynamics 365 for Field Service is intended for the organizations that have operatives who work in the field and includes features such as work order management, scheduling, invoicing, time management, inventory management, and territory management.

The original Dynamics CRM software was taken off the shelf in July 2017 — although the existing Dynamics CRM customers can still use and purchase additional user licenses for the software up until their annual renewal date, it is no longer available to the new customers. Any organization wishing to buy the Dynamics CRM solution must now choose from the new Dynamics 365 apps.

Dynamics CRM vs D365 features compare

Dynamics 365 CRM

Dynamics 365 CRM

Dynamics 365 for Sales, Customer Service, Marketing, and the Microsoft Social Engagement – which we’ll collectively refer to as Dynamics 365 CRM for brevity – are based closely on the original Dynamics CRM software.

All features previously seen in the Dynamics CRM are present in Dynamics 365 CRM, and though Dynamics 365 was only released in late 2016, there have already been new features added. Below a few of the current features and services exclusive to Dynamics 365:

Deeper LinkedIn integration

Linkedin Integration

Linkedin Integration

Dynamics 365 users will benefit enormously from Microsoft’s 2016 acquisition of LinkedIn and are already beginning to see how data from LinkedIn’s 500m users will integrate with Dynamics 365’s CRM apps. With LinkedIn information natively built into Dynamics 365 via Microsoft Relationship Sales, users can find and build relationships with the right people more efficiently.

Power BI

Dynamics 365 users can visualize their information and generate more in-depth reports by adding Power BI to their CRM interface. Once connected, all of Power BI’s capabilities are accessible without ever having to leave the Dynamics 365.

Microsoft Flow and PowerApps

Microsoft power applications and Microsoft Flow are new tools designed to help users create and customize within Dynamics 365, with no coding required. Power Applications is a drag-and-drop app builder that allows users to create new apps that connect to your systems, generate new data, and can be used on web or mobile without any specialist development knowledge.

Flow enables users to create automated workflows between programs, adding third-party apps. For example, you could set up the workflow that looks out for people tweeting about your brand. When a new tweet is sent, the workflow sends you an email notification, includes the tweet to a spreadsheet, and adds a new customer record to Dynamics 365.

AI and machine learning

Dynamics 365 is infused with the machine learning capabilities that allow the software to learn without having to be explicitly programmed to do so. By learning from the information it holds and the processes it carries out, Dynamics 365 can not only offer more-intelligent, contextual analysis but also make predictions and offer actionable next steps.

Business Process Flow Enhancements

Business Process Flows will be familiar to the Dynamics CRM users, but in Dynamics 365 they’ve had a bit of a revamp. Among the new features available is the ability to set BPFs to Active, Inactive, or Abandoned, and build the new workflows using a drag-and-drop designer.

Editable Grids

New editable grid functionality makes manually updating records much simpler by allowing the users to perform inline editing of records both in the web interface and on mobile.

Email Engagement

The new Email Engagement features enable the users to track emails sent through Dynamics 365 and see whether, and when, the recipient has opened an email, clicked a link, or viewed an attachment.

Relationship Insights

Relationship Insights analyzes data from both Dynamics 365 and Exchange to offer actionable information about your customer relationships, making sure no useful data from your emails fall through the cracks. This new feature scans emails to remind you of upcoming deadlines and meetings, identifies opportunities, and prompts you to follow up on any leads or conversations you might have missed.

Mobility Enhancements

Improved integration with mobile devices allows Dynamics 365 to access mobile features like cameras, and information such as geolocation. There’s also enhanced access to CRM functions on mobile, adding editable grids, new layout and views, and Power BI.

Relevance search enhancements

Improved global search features allow you to perform searches not only of your own records, but also for the shared records, notes, emails, and appointments; results of which can then be filtered down to find what you’re looking for quickly.

Learning Paths

Dynamics 365’s Learning Path feature enables users to create guided learning for a new user throughout the solution. Customizable support windows and pop-ups help point users in the right direction from within the interface, improving user experience and helping boost adoption.

What’s coming up in Dynamics 365 for CRM?

Although Dynamics 365 CRM boasts a number of features that set it apart from its most recent predecessor, the Dynamics CRM 2016, it’s what the future holds for Dynamics 365 that makes it really exciting.

Dynamics 365 is frequently updated, ensuring users are always the party to the latest developments and features. The most recent update, Dynamics 365 v9.0, gave the product a facelift, bringing a slicker, more user-friendly look to both the web and the mobile interfaces. It also added new customer service tools, a new Dynamics 365 app for Outlook, and improved connectivity between Sales and LinkedIn.

Some updates in the Dynamics 365 are mandatory, but most of the time admins will need to approve any updates before they take effect.

Though Microsoft will continue to give support for Dynamics CRM, its focus on updates and new features sits squarely with Dynamics 365. Users wanting to get most out of these new developments will need to switch to Dynamics 365 sooner rather than later; further updates will be rolled out to Dynamics 365 long before they reach older versions of Dynamics CRM if they are added at all.

Microsoft’s product roadmap for the Dynamics 365 shows a vast array of features that the Dynamics team is currently working on bringing to Dynamics 365 CRM. Here are just a few examples:

Digital assistant

Microsoft is working on delivering a scalable digital assistant experience into Dynamics 365, allowing users to utilize a Cortana-like AI assistant to help them manage tasks and reports within the product.

Backup and restore

Dynamics 365 online customers will soon be able to perform their own secure data backups and restore in accordance with their own individual data recovery plans. Users will also be able to back up to an on-premise environment.

Attachments to knowledge articles

CRM knowledge bases will get the enhancement when the ability to add notes and attachments to articles is added.

Workflow features

New automation features which trigger on-demand tasks and the actions when certain buttons in the interface are selected.

LinkedIn Lead Gen Form integration

The Microsoft Dynamics 365 Connector for LinkedIn Lead Gen Forms will allow the users to automatically sync leads from multiple LinkedIn accounts with Dynamics 365 so that they can be bettered tracked, nurtured and analyzed.

New design features

Users will soon be able to more extensively customize the Dynamics 365 interface to their preference, with newly helped design features such as modern vector icons, intelligent theming, timeline views, improved forms, grids and the lists, and a new sitemap.

Relationship Analytics

The Relationship Analytics feature will continuously analyze your customer information to give you a better picture of your business relationships. The new function will support pinpoint customer relationships that need extra attention, identify your most active salespeople and customers, and view KPI data like the volume of communications, response rate and response time to make sure you’re using your time very efficiently.

Licensing and Pricing Differ

With the original Dynamics CRM program, users would purchase a single application, meaning if they only wanted sales functions, or used another platform for their marketing, they were ostensibly paying for features they didn’t use.

There are also 4 different levels of access with the Dynamics CRM; with Dynamics 365, there are only two, Full User and Team Member, giving full users more access for less cost, and saving the customers money on licenses for light users.

Dynamics 365 splits the 3 critical aspects of the customer relationship management into 3 chunks, so users can pick and choose the functions they need. Users selecting to license all three apps can do so at a discounted rate by selecting a bundle.

To purchase licenses for each CRM app separately would total $380 per Full User, and $32 per Team Member. All of the below apps are included in the Customer Engagement Plan, which costs $115 per Full User, and $8 per Team Member.

Customers that opt for a cloud-based version of Dynamics 365 will benefit from tiered pricing options, which give a further discount based on how many user licenses are purchased.

Dynamics CRM
License Price
Enterprise $200
Professional  $65
Basic  $30
Essential  $15
App Full User price Team Member Price
Sales  $95  $8
Customer service  $95  $8
Project Service automation  $95  $8
Field Service  $95  $8
Social Engagement Included with Sales and/or Customer Service
Dynamics 365 Customer Engagement Plan
License Price
Full User $115
Team Member  $8

Advantages

There are a number of other benefits that Dynamics 365 has over Dynamics CRM:

  • Sandbox added- Dynamics CRM only provides a testing and development sandbox for customers with 25 or more licenses; customers with less than 25 licenses would have to purchase a sandbox if they required one. With Dynamics 365, every customer receives one sandbox as a standard, no matter how many licenses are purchased. Dynamics 365 also comes with one self-service portal added.
  • More storage – Dynamics CRM gives 5GB per license as standard. Users also receive the additional 2.5GB of storage for every 20 full licenses, but only to a maximum of 50GB. Dynamics 365 gives 10GB of storage, and an extra 5GB for every 20 full licenses, with no upper limit.
  • Customer surveys as a standard – Dynamics 365 also includes Voice of the Customer surveys with all licenses; a service which Dynamics CRM users are required to have an Enterprise license to access.
  • Device licensing – Dynamics 365 helps device licensing for call center and similar shared device scenarios.

Dynamics 365 CRM on-premise

Yes Microsoft made Dynamics 365 available for on-premise deployment.

However, using Dynamics 365 on-premise means you won’t have access to all of the same features that are available to customers who use a cloud-based instance of the Dynamics 365. Certain applications, including Field Service, Power BI, POS, Flow, Project Service, and PowerApps, are also exclusively available to cloud users.

Below are some of the features that are unavailable to the Dynamics 365 on-premise users:

  • Company News Timeline solution
  • Customer backup and restore
  • Data Export Service
  • Dynamics 365 admin role in Office 365
  • Gamification
  • LinkedIn Connector Solution
  • Learning Path guided help
  • Logic apps connector
  • Microsoft Cognitive Services integration
  • Office Delve integration
  • Office 365 Groups integration
  • OneDrive for Business integration
  • Portal capabilities
  • Relationship Insights
  • Voice of the Customer surveys

Support for Dynamics CRM

Mainstream Support

  • Paid support (per incident, per hour, and others)
  • Security update support
  • Non-security hotfix support
  • No-charge incident support
  • Warranty claims
  • Design changes and feature requests
  • Product-specific data that is available by using the online Microsoft Knowledge Base
  • Product-specific data that is available by using the Support site at Microsoft
  • Help and Support to find answers for technical questions

Extended Support

  • Paid support (per incident, per hour, and others)
  • Security update support
  • Non-security hotfix help (Requires extended hotfix agreement, purchased within 90 days of mainstream support ending.)
  • Product-specific data that is available by using the online Microsoft Knowledge Base
  • Product-specific data that is available by using the Support site at Microsoft
  • Help and Support to find answers for technical questions

Conclusion

In this Article, we have discussed the Differences in Dynamics CRM vs D365 and their Functionalities and Support.

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