- April 30, 2019
- Posted by: Subitha
- Category: Dynamics 365, Job, MS CRM
If you are a Microsoft Dynamics CRM customer, it is time to switch to Dynamics 365. Dynamics 365 is the present and future of Microsoft’s business applications that combines CRM and ERP functionalities.
Microsoft released its flagship business application suite called Microsoft Dynamics 365 in November 2016 with many advanced features. As part of Dynamics 365, the traditional Dynamics CRM product has evolved into a better product called Dynamics 365 for Customer Engagement which more functional apps such as Dynamics 365 for Field Services and and Dynamics 365 for Project Service Automation( PSA).
In this article, we look into capabilities of Microsoft Dynamics 365 Customer Engagement and its previous version Microsoft Dynamics CRM and compare the two in terms of features and functionality. We also look into the new functionalities in Microsoft Dynamics 365 customer Engagement.
Dynamics 365 for Customer Engagement is the latest version of Dynamics CRM, the previous version is Dynamics CRM 2016 which is still in action. The purpose and design of both are the same, both are designed for the cloud, and can be installed on-premise.
Then the questions are, why does the product is fully re-branded to Dynamics 365? We need to 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 unique platform covering CRM and ERP under the hood of Dynamics 365. It is a new experience of CRM and ERP apps in the same window.
Microsoft intends to wipe out the traditional silos of internal information (ERP) and external information (CRM) applications. Instead of that, they are focusing more on delivering the tools that organizations need to conduct their business in a modern era. In practical terms, Dynamics 365 offers more opportunities to leverage information in other cloud services such as Office 365 or Azure. Dynamics 365 offers both Customer Relationship Management (CRM ) and Enterprise Resource Planning (ERP) packages in a single subscription which makes licensing also easier to manage.
Microsoft Dynamics CRM 2016
Microsoft Dynamics CRM 2016 is the predecessor of Dynamics 365 for Customer Engagement which provides sales, customer service, and marketing modules. The previous to Dynamics 2016 are we Dynamics CRM 2015, Dynamics CRM 2013, Dynamics CRM 2011, 4.0, 3.0 versions. Out of these versions from CRM 2011 to 2015 considered the modern Microsoft Dynamics CRM versions.
And Dynamics CRM is capable of managing an organization’s complete CRM needs and can be integrated with 100s of third-party and Microsoft applications for accounting, CMS, procurement, and marketing automation needs.
What is New in Dynamics 365 Customer Engagement
Yes, that is what we need to explore into. What are the new features in Dynamics 365 Customer Engagement.
Microsoft has a bigger plan for transforming Dynamics CRM into a different suite where it combines other applications such as Dynamics 365 FO, Talent, Retail along with Microsoft Power platform – PowerApps, Microsoft Flow, PowerBI, CDS.
There are many attractive features in Dynamics 365 exist such as the app-based licensing, the new UI with individual sitemaps for apps, the editable grid, tight integration of CRM and ERP functionality together etc. In sales, marketing and customer service modules are transformed into Dynamics 365 for Sales, Dynamics 365 for Customer Service apps along with Dynamics 365 for Field Service and Dynamics 365 for Project Service Automation(PSA).
In keeping with the Dynamics 365 concept of “the right functionality in the right place”, grouping together different functional areas of Dynamics 365 into “applications” and display these to particular users.
Read More: Dynamics 365 Apps
A.Editable Grids in Dynamics 365 CE
Dynamics 365 provides the ability to present lists of records as editable grids – which allows the user to make inline changes in the records without having to load the whole record. Editable grids help to manage customer needs to approve quotes before they can be sent out. It helps to view the list of quotes awaiting the 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.
B. Global Search in Dynamics 365 CE
The global search functionality is an attractive functionality of Dynamics 365 CRM. This specifying which record types and fields we needed to find and 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 item, before returning results in a single list sorted by an item. This is a particularly useful piece of functionality with the coming of GDPR: for example, if an individual contacts us to request that we summarise information we hold on them, we could simply be able to search the system for their name using relevance search, rather than having to manually search all records that could possibly hold relevant information.
C. Relationship Insights (Preview Features)
This suite of features, in public preview at the time of writing, is designed to give users circumstantial insights into their interaction with your customers. One form this takes an action card, automatically generated prompts. For example, remind your users of deals that are due to be closed, or using Azure Machine Learning to automatically identify potential sales opportunities from emails in Outlook. Similarly, the Auto-Capture functionality can surface untracked emails from Outlook to users, saving effort and energy on manually checking that all appropriate email threads are tracked in Dynamics 365. Learn more about the new features in Dynamics 365.
Dynamics 365 CE Pricing & Licensing Options
Microsoft Dynamics 365 Unified Operations pricing comes with a wide choice for users. You can purchase single application on Dynamics 365 Unified Operations and in the same way you can get it as a plan which consists of multiple suites.
This suite combines all the business data into a single system which helps to work the employees efficiently. You have two options in licensing that are Full user license and Team member license.
Read More: Check out Dynamics 365 Licensing Options
Upgrading to Dynamics 365
Upgrading from earlier versions of Dynamics CRM like 2015 or 2013 will typically implicate a staged upgrade path via intervening versions. Migrations from Dynamics CRM On-Premise to Dynamics 365 on the cloud are more complex, with approaches to user authentication and reporting typically also needing to be revisited.
If you are still using Dynamics CRM 2016 or any of the previous versions you may have noticed messages from Microsoft asking you to schedule an upgrade to Dynamics 365 – upgrading to Dynamics 365 is free of cost.
Read More: Upgrading to Dynamics 365
How to buy Dynamics 365
If you are new to Dynamics 365 you can sign up for the 30 days trial version and obviously you will be satisfied with the features of this Microsoft suite, That moment you can invest the amount with confidence and gratitude. Once you sign up the product you will an overall idea about how the system works. You will get an email from Microsoft days before the trial expiration so that you can subscribe for any of the paid packages to continue using the apps.
There are many channels available to purchase Dynamics 365 licenses. You can purchase this suite from a Microsoft Certified Partner and their implementation and training also help you succeed faster in the work.
About Magnifez Technologies
Magnifez Technologies is a Microsoft partner and service provider of Dynamics CRM & ERP applications. Magnifez delivers consulting, implementation and support services using our combined experience of 15 years in the field. Magnifez Technologies value customer needs and offer them the best service available in the market. Magnifez delivers Dynamics 365 services include consulting, implementation, support and maintenance, and also on other technologies like Salesforce CRM, ZOHO, Suite CRM. www.magnifez.com