Dynamics 365 has built upon this by adding Relevance Search, a full “Google-style” search function that matches any word in the search term with any field in an entity, before returning results in a single list sorted by entity. The global search functionality in Dynamics CRM was based on specifying which record types and fields we wanted to use to find records. Let’s say a manager in your organisation needs to approve quotes to customers before they can be sent out – they can now simply view the list of quotes awaiting approval and mark each as approved there, rather than having to open each individual record, locate the approval box, check it, close the record and open the next one.
Editable gridsĭynamics 365 gives us the ability to present lists of records as editable grids – allowing the user to make inline changes to the records without having to load the whole record. This design process is supported by a graphical sitemap editor – doing away with the days of editing sitemaps in XML. For example, if we decide that our Marketing team doesn’t need to see service cases, we can quickly and easily create a marketing “app” with only the relevant functionality. In keeping with the Dynamics 365 concept of “the right functionality in the right place”, we can group together different functional areas of Dynamics 365 into “apps” and display these to particular users. Going into depth on these would merit a post on its own, so let’s look at some headline items: Apps and Sitemap Editor What new functionality was introduced in Dynamics 365?ĭynamics 365 for Customer Engagement has a number of improvements on Dynamics CRM 2016. In practical terms, this means that Dynamics 365 offers more opportunities to leverage information in other cloud services such as Office 365 or Azure. It was a statement that Microsoft intends to wipe out the traditional silos of internal information (ERP) and external information (CRM), instead focussing on delivering the tools each individual needs to perform their role. The re-brand of the Dynamics CRM product as Microsoft Dynamics 365 for Customer Engagement as much of a statement of intent and strategy as it was reflective of a new product. To understand why the product was fully rebranded, we need look at this in the context of Microsoft bringing together its business applications (CRM as well as AX and NAV, its ERP offerings) to form a single cloud platform encompassing CRM and ERP: Microsoft Dynamics 365.
#MICROSOFT DYNAMICS 365 CRM VS ON PREMISE UPGRADE#
How different are the two products? What new functionality was introduced in Dynamics 365? Does this change the relationship with Office 365? How did licensing change? What is the upgrade path between Dynamics CRM and Dynamics 365? How different are the two products?ĭynamics 365 for Customer Engagement is a further iteration of Dynamics CRM 2016: the underlying purpose and design of both systems is the same, and while both are designed for the cloud, both can be installed on-premise. In this post, we will be answering some frequently asked questions on the difference between the two. In November 2016, Microsoft Dynamics CRM 2016 was replaced by Microsoft Dynamics 365 for Customer Engagement.
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