[vc_row][vc_column][vc_column_text]how to turn your computer into a wifi-hi hot

CRM 2016 - Online vs on-premises features FAQ

Microsoft Dynamics CRM Online 2015 Update 1 was an online-only release. Most of the features introduced in that release are now available for on-premises customers in Microsoft Dynamics CRM 2016.
The following table provides a list of features available in Microsoft Dynamics CRM 2016 and whether they're for CRM Online only or for both CRM Online and CRM (on-premises). Details about Office integration features are listed later in this topic.
Feature CRM Online/CRM on-premises
Navigation - Move around CRM using the new navigation bar and menu system Both
Performance - Forms load much faster with the new form rendering engine Both
Analytics - Power Query connector streamlines connections to CRM Online CRM Online only
Administration
Switch or delete an instance of CRM Online CRM Online only
Manage CRM Online updates (customer-driven updates) CRM Online only
Customization
Add a logo or change the color scheme using themes Both
Define business rules based on business process flows Both
Move back to the previous stage of a business process flow on a different entity Both
Call custom actions from workflows or dialogs Both
Define rules for creating or updating CRM records from incoming activities Both
Calculated field enhancements Both
Clear field values with business rules Both
Use solution segmentation for tighter control of solutions exports and patches Both
Mobile
Email a link to a page from CRM for phones and tablets Both
Enjoy the same mobile experience whether you’re using a phone or tablet Both
Provide modern UI with the new visual controls in CRM for phones and tablets Both
Export data to Excel from CRM for phones and tablets Both
Use iFrames and web resources in CRM for tablets Both
Manage devices with Intune device management Both
Use mobile apps with Windows 10 and iOS 9 Both
Preview mobile forms and dashboards before deploying to CRM for phones and tablets Both
Secure your mobile data with Microsoft Dynamics CRM for Good Both
View SharePoint documents in CRM for phones and tablets Both
Create a task flow in CRM for phones and tablets (Preview feature) CRM Online only
Service
Customize interactive service hub dashboards and forms Both
Enable service level agreements (SLAs) on demand Both
Prioritize workloads with new interactive service hub dashboards and forms Both
Reduce case call-handling time with rich knowledge management articles Both
Share the knowledge base with Parature CRM Online only
Speed up customer service with default entitlements Both
Use surveys to collect feedback from customers CRM Online only
New, improved Unified Service Desk Both
SDK
Change tracking API Both
Control.getShowTime method for Date controls Both
Create alternate keys for referencing records in CRM Both
Custom actions in workflows or dialogs Both
Custom claim mapping for SharePoint server-based integration Both
Enhanced capabilities for sub-grid controls in forms Both
Form script support for the new Knowledge Management (KM) integration with Parature CRM Online only
Integrate CRM data with external systems more easily Both
Integration with Parature CRM Online only
Multiple message execution Both
New form script capabilities Both
Optimistic concurrency Both
Record creation and update rules Both
Rollup field enhancements Both
Specify custom price lists for opportunities, quotes, orders, and invoices Both
Support for additional “older than” clauses for date and time fields in FetchXML and QueryExpression Both
Support for new behavior of date and time values in CRM Both
Tracing Both
Track emails at the folder level Both
Update message for specialized operations Both
Upsert for updating CRM with external data Both

 

Office integration

The following table shows the availability of Microsoft Office and email features, depending on whether Microsoft Office or Exchange is deployed online or on-premises.

Feature CRM Online/CRM on-premises
Email - Dynamics CRM App for Outlook for Exchange Online CRM Online only
Email - Dynamics CRM App for Outlook for Exchange on-premises Not applicable
Email - Dynamics CRM for Outlook (aka Outlook client) for Exchange Online Both
Email - Dynamics CRM for Outlook (aka Outlook client) for Exchange on-premises Both
Email - Monitor mailbox health using the improved server-side synchronization performance dashboard Both
Email - Server-side synchronization Test connection to Exchange on-premises and setup guide CRM Online only
Email - Server-side synchronization - connect CRM Online with Exchange on-premises CRM Online only
Email - Server-side synchronization - connect CRM Online to Exchange Online CRM Online only
Email - Server-side synchronization - connect CRM on-premises to Exchange on-premises CRM on-premises only
Email - Track Exchange email activities automatically with folder tracking Both
Delve (Exchange Online optional for attachments). SharePoint Online license required CRM Online only
Delve (Exchange on-premises) Not applicable
Export to Excel completely redesigned Both
Immersive experience, Excel Online CRM Online only
Office 365 Groups (Exchange Online) CRM Online only
Office 365 Groups (Exchange on-premises) Not applicable
OneDrive for Business (online) Both
OneDrive for Business (on-premises) Not applicable
OneNote (online) CRM Online only
OneNote (on-premises) Not applicable
SharePoint Online Both
SharePoint (on-premises) Both
Skype for Business (online) Both
Skype for Business (on-premises) Both
Excel templates Both
Word templates Both
Yammer (online) CRM Online only
Yammer (on-premises) Not applicable

 

Managed Solution will partner with your organization, align goals, and deploy Dynamics CRM hand-in-hand, ensuring we create a solution specific to your unique business needs. We have developed a proven deployment and migration strategy for our clients deploying Dynamics CRM to make sure that your transition is simple, smooth, and stable. For information on deploying Microsoft Dynamics CRM in your organization, please call us at 800-257-0691 or fill out the contact form below and an expert will contact you shortly.


[/vc_column_text][/vc_column][/vc_row]

[vc_row][vc_column][vc_column_text]untitled

Microsoft Dynamics CRM 2016 Wins CUSTOMER Magazine Product of the Year Award

By Tricia Morris as written on community.dynamics.com
Microsoft Dynamics CRM 2016 is wasting no time in showing its strength in delivering intelligent customer engagement. We are pleased to announce that TMC, a global, integrated media company and publisher of CUSTOMER magazine, has named Microsoft Dynamics CRM 2016 a CUSTOMER Product of the Year Award winner.
As we continue to innovate with the customer in mind, we appreciate the recognition of the investments and steady progress we are making in this area. This is what our new leader of Dynamics CRM, Jujhar Singh, had to say about the award.
“Over the past few years, we have been focused on transforming our CRM offerings to leverage the full power of Microsoft – harnessing the strength of the intelligent cloud to help companies deliver amazing customer experiences across the breadth of sales, service, marketing and social engagements.
“We are honored by this Product of the Year award, which confirms both our momentum and the benefit to customers of a solution that delivers both increased productivity and the intelligence to drive more personalized, proactive and predictive service experiences.”
The 2016 CUSTOMER Product of the Year Award recognizes vendors that are advancing the call center, CRM and teleservices industries one solution at a time. The award highlights products which enable their clients to meet and exceed the expectations of their customers.
On behalf of TMC and CUSTOMER magazine, Rich Tehrani, CEO, TMC had this to say about the award. “Microsoft Dynamics CRM 2016 has proven deserving of this elite status and I look forward to the continued innovation from Microsoft in customer service in 2016 and beyond."

For information on deploying Microsoft Dynamics CRM in your organization, please call us at 800-257-0691 or fill out the contact form below and an expert will contact you shortly.



[/vc_column_text][/vc_column][/vc_row]

Contact us Today!

Chat with an expert about your business’s technology needs.