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 |