Microsoft Dynamics CRM Overview - Microsoft Dynamics CRM

What is Microsoft Dynamics CRM Overview?

Customer relationship management (CRM) is a system for handling a organization’s interactions with current and destiny customers. It often includes using generation to prepare, automate, and synchronize sales, marketing, customer service, and technical support. CRM can assist reduce costs and increase profitability through organizing and automating business methods that nurture customer satisfaction and loyalty.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a client relationship management software package advanced through Microsoft focused on improving the customer relationship for any organization. Out of the box, the product focuses mainly on sales, marketing, and customer service sectors, though Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.net based) framework to personalize it. In recent years, it has additionally grown as an Analytics platform driven through CRM.

The CRM solution may be used to drive the sales productivity and marketing effectiveness for an company, handle the complete customer support chain, and provide social insights, business intelligence, and a lot of different out-of-the-box functionalities and features. As a product, Microsoft Dynamics CRM also gives complete mobile assist for using CRM apps on mobiles and tablets.

As of writing this tutorial, the latest model of CRM is CRM 2016. but, in this tutorial we are able to be using CRM 2015 online version as it is the latest stable version as well as frequently used in many groups. though, even if you are the use of some other versions of CRM, all the concepts in the tutorial will still hold true.

Product Offerings

Microsoft Dynamics CRM is offered in two categories −

CRM Online

CRM online is a cloud-based providing of Microsoft Dynamics CRM in which all of the backend techniques (including application servers, setups, deployments, databases, licensing, etc.) are controlled on Microsoft servers. CRM online is a subscription-based providing that is preferred for groups who may not need to control all the technicalities involved in a CRM implementation. you may get started with setting up your system in a few days (not weeks, months or years) and access it on web through your browser.

CRM On-Premise

CRM on-premise is a more customized and strong providing of Microsoft Dynamics CRM, where the CRM application and databases can be deployed on your servers. This providing allows you to control all your databases, customizations, deployments, backups, licensing and other network and hardware setups. generally, agencies who want to go for a customized CRM solution select on-premise deployment as it gives better integration and customization capabilities.

From the useful standpoint, both the services provide similar functionalities; but, they differ significantly in terms of implementation. The variations are summarized within the following table.

CRM Online

CRM On-Premise

This is a cloud-based solution provided by Microsoft in which all the servers and databases are managed by Microsoft.

This is an on-premise solution provided by Microsoft in which the servers and databases are managed by the customer.

You can get started with an online offering in a matter of few days. You pay for the users and used space on-the-go.

Setting up an on-premise offering needs technical skills as well as sufficient time to setup the CRM instance and get it running.

It supports relatively less customizations and extensions.

It supports relatively more customization and extensions.

CRM Online does not give the ability to perform manual data backup and restore options, since the database is hosted on Microsoft servers. However, Microsoft performs daily backups of the database.

CRM on-premise gives complete ability to manage your database.

CRM Online has various plans based on the data storage limits such as 5GB, 20 GB, etc.

CRM on-premise does not have any such limits on storage size, since the data exists on your own servers.

CRM Online provides inbuilt capabilities of features such as insights, social listening, analytics, etc.

CRM on-premise has extra costs for these features.

CRM Online supports automatic updates to future version.

CRM on-premise updates need to be installed by the administrator.

Accessing CRM

Microsoft Dynamics CRM can be accessed via any of the following options −

  • Browser
  • Mobile and Tablets
  • Outlook

Product Competitors

Microsoft Dynamics CRM is certainly one of the top products in the CRM space. however, following are the other products that compete with Microsoft Dynamics CRM.

  • Oracle
  • SAP
  • Sage CRM
  • Sugar CRM
  • NetSuite

Product Versions

Microsoft Dynamics CRM has grown over the years beginning from its 1.0 version in 2003. The latest version (as of writing this article) is 2015. Following is the chronological list of release versions –

  • Microsoft CRM 1.0
  • Microsoft CRM 1.2
  • Microsoft Dynamics CRM 3.0
  • Microsoft Dynamics CRM 4.0
  • Microsoft Dynamics CRM 2011
  • Microsoft Dynamics CRM 2013
  • Microsoft Dynamics CRM 2015
  • Microsoft Dynamics CRM 2016

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