Contact us anytime to know more — Abhishek P., Founder & CFO CISIN
CRM (Customer Relationship Management) has expanded in popularity as organizations understand the significance of good relations with their customers.
Great CRM enables organizations to flourish and create more income. It involves marketing and sales procedures, and also customer support, particularly crucial with bigger ventures. Such organizations may search for efficient arrangements that will enable them to lead business and keep up contact with current or potential customers.
To make CRM progressively powerful, organizations may consider utilizing tools that will make their job easier. One of the accessible arrangements is the Microsoft Dynamics CRM that can be introduced on-premises and focuses on the three most important parts of good CRM that we previously referenced, that is Sales, Marketing and Customer Service.
Microsoft has additionally released an innovative tool, Microsoft Dynamics 365, which is used in the cloud. It works on applications: Sales, Customer Service, Field Service, Project Service Automation, Marketing, and Finance and Operations.
Core Features of the Application
Both On-Premises and Online version of Microsoft Dynamics 365having similar core functionality and features.
Extensibility
Best thing we got is, anytime we can move from CRM On-Premises to CRM Online and vice versa even we can use same plugins, workflows and any custom extensions as well for deployment on either of them.
All the supported code related to Dynamics CRM will work with both the deployments.
Mobility and Integration
Outlook, Phone and Tablets all these CRM clients will work exactly same between both the CRM deployments including Outlook offline as well.
On-Premises and Online CRM both are very much compatible in Integrating with all other MS Platforms for example: SharePoint, Yammer, Lync and Exchange etc.
Third party tools like SSIS and Scribe Insight work with both, Integration performance will differ dependent on the data loaded.
To make the Integration of Large data faster with CRM On-Premise, We need to keep CRM Server and Integration Server near to each other as latency is low. Integration performance can be enhanced of CRM 365 Online by optimizing the integration, by reducing latency to the cloud by running the integration from a Microsoft Azure server or by using the bulk load API.
Why you should choose Dynamics CRM 365 Online (Cloud)?
- Want to pay only for what you need (users and storage space).
- Do not want to invest in hardware and software license fees.
- Want to get your CRM system up and running in days, not weeks.
- Do not want to invest in hardware and software license fees.
- Do not have or plan to hire IT staff (in house or a local consulting firm) to maintain your CRM system.
- Have traveling staff members who need to be able to easily access CRM data when they’re away from the office.
- Do not want to worry about backing up the system.
- Microsoft takes on responsibility to deliver CRM securely & reliably (99.9% uptime guarantee)
- Cloud delivers improvements quickly to current sellers and new employees as they onboard.
- Cloud SDK allows for configuration that is easily upgradable and supportable.
- MS demands you to update as per releases, to prevents you from falling multiple versions behind.
- Immediate access to new features of Dynamics CRM as soon as they are released.
- Online hosting, is a monthly fee payment instead of paying all at once.
Why you should choose Dynamics CRM On-Premises?
- Have dedicated IT staff or local consulting firm to help you maintain the system.
- Have the budget to invest in the necessary hardware and software licenses.
- Don’t want access to your CRM data to depend on the availability or speed of your internet connection.
- Already have solid data backup processes in place.
- Have extensive customization needs.
- Need to use custom SSRS reports based on "TSQL and filtered views" data sets.
- Have a very large database with a great deal of attachment needs.
- Feel uncomfortable storing sensitive client data on another company’s server.
- You have access to the SQL database.
- You can decide when you want to upgrade
- You have full control of security setup
- If performance issue arises, you can always put more hardware as you are having full control over hardware and you are the one who is responsible for the infrastructure.
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Capability
Dynamics CRM Online
Dynamics CRM On-Premises
Exchange Synchronization
CRM for Outlook, Email Router, or Server Synchronization (if using Exchange Online/O365)
CRM for Outlook, Email Router, or Server Synchronization (if using Exchange on premise)
SharePoint Integration
Server Side with SharePoint Online (if using O365)
Client-side integration
Inside View (Insights)
Included
Additional cost
Social Listening
Included
Additional cost
Workflows/dialogs
200
Unlimited
Custom Entities
300
Unlimited
SSRS Reporting
FetchXML, or T-SQL from a locally replicated reporting server
FetchXML or T-SQL
Power BI Reporting
Yes
No
Upgrade/Update process
Office 365 admin approves the upgrade before it is installed, update roll-ups applied automatically
Upgrades and update rollups installed by your administrator
Direct server access
No
Yes
Phone App
Yes
Yes, if environment externally facing via ADFS
Tablet App
Yes
Yes, if environment externally facing via ADFS
Storage
Limited to the amount of CRM Online storage purchased
Limited to the amount of storage available on your server
Release cycle
Two releases per year. new functionality available on online first as spring release functionality exclusive to CRM Online.
Fall release is for both CRM 365 Online and On-Premises, It also includes the Spring release.
Migrating
It is easy for CRM Online customers to migrate On Premises at any point of time. On scheduled time Microsoft will provide SQL database to client that can be used for an On-Premises deployment.
CRM On-Premises customers can be migrate to CRM 365 Online. Customization for entities can be imported as well. Though, database of On-Premises cannot be moved to Online data center, for this data migration is required.
Sandbox environments
We get non-production environments as part of subscription with CRM Online that can be used for development/staging/UAT.
It depends on number of users, that how many number of organizations you will received .
Depending on local server availability, Number of non-production environments can be installed.
Conclusion
Cloud and explicitly a SaaS arrangement of Microsoft Dynamics CRM, is a trend that is only going to be widely used.
I hope that this information has help to set your decision of arrangement for Microsoft Dynamics CRM.
