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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.


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OneNote now helps you make the move from Evernote

Earlier this month, we released a tool that will help you import your Evernote notes into OneNote, and the response has been overwhelming. To date, more than 10.5 million Evernote pages have been moved over to OneNote. If these were stacked pages of standard print paper, it would reach a height of approximately 3,500 feet—which exceeds the Burj Khalifa (the tallest skyscraper in the world) by almost 800 feet. We believe this success has a lot to do with OneNote’s unique capabilities, including a free-form canvas where you can mix text, images, documents, handwriting, audio, video and more; free offline access; and unlimited monthly uploads. Download the OneNote Importer tool for Windows and get started today. We’ll deliver the Importer tool for Mac in the coming months.

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Get the free whitepaper, Power your small business with cloud and mobile.
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Take pictures and insert them directly into your presentation, additional cloud storage partners, and more. See what's new here in February here

February has been another busy month for releases across our Office clients on Windows, Mac, iOS and Android. There are a number of exciting new capabilities in Outlook, Word, Excel and PowerPoint. In addition, we released the first cumulative feature update since the initial September release of the Office 2016 apps—otherwise known as the “Deferred Channel” build—for our commercial customers. Read on for the details.

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Technical diagrams for Skype for Business Server 2015

Topic Last Modified: 2016-02-18
Summary: Review these posters as needed while planning, implementing, or managing Skype for Business Server 2015.
These resources are available in Visio (.vsdx) format (Visio 2015) and PDF format. For information about how to print documents, see Tips for printing posters.
You might need additional software to view these files. See the following table for more information.

Download technical diagrams for Skype for Business Server 2015 on TechNet:

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What’s your blank canvas? Use a new Sway to string together your next notable narrative.

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The importance of collaboration in today’s sale process

In today’s world, where buyers are more informed when they engage with your company, salespeople need to be able to answer tough questions. They need instant access to the collective knowledge of the organization – which may be held by people or documents.

Sharing the knowledge of the organization

Organizations that are able to put the knowledge of the organization in their sales team’s hands will ultimately position themselves to outsmart and outpace the competition. By creating compelling content – as a team – they will improve customer interactions to build relationships and close deals faster.

Through Microsoft Dynamics CRM and cloud-based technology, sales teams can have the tools to be prepared and insightful from the moment they engage with buyers.

Find out more about connecting your people to social channels, inside and outside the organization. Help your salespeople to respond in the new age of selling with the full support of the organization behind them.


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Managed Solution will partner with your organization, align goals, and deploy Microsoft 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 Microsoft 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.

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Office 365 is the Ideal Cloud Solution for the Legal Industry

The power of working ‘in the cloud’ is changing how business runs by increasing productivity, reducing costs and resource expenditure, and enhancing collaboration and teamwork. Legal firms are looking to reduce overhead, increase the billable hours, increase efficiency so that its team can spend more time meeting their clients’ needs, maximizing revenue and securing client referrals.
This is where Office 365 becomes the ideal technology partner for any firm. Cloud-powered Office 365 not only has the standard office applications everyone knows such as Word and Excel, it includes enterprise-grade services such as online storage, secure document sharing, real-time co-authoring and collaboration, along with content, search and social communication tools.

Why Office 365 for your firm?

Secured Enterprise-Grade Cloud Platform

Office 365 is compliant with all industry standards with built-in capabilities such as permissions, version control, eDiscovery and records management. Learn more about reducing costs and challenges with Office 365 eDiscovery.>>>

Ultimate Mobility – Work from Anywhere, Anytime

There is virtually no need for new hardware to maximize productivity and collaboration in your office. Get to your applications and files from anywhere on just about any device, whether Mac, PC, iPad, tablet, iPhone or Android smartphone. Better still, collaboration can take place between teammates, clients and lawyers from other firms. Criminal defense firm RTR in Miami, Florida switched from a dated workflow of fax machines, couriers and a suspect in-house server to Office 365’s powerful cloud platform – read the case study and see how their productivity jumped by 25%!

Store, Access and Share Securely from Anywhere

With 1TB of cloud storage, OneDrive becomes your online briefcase. You can store and access your matter documents online or offline with the ability share them securely with internal or external team members. Be more productive by reducing the time it takes to find documents and reduce expense by cutting back on paper needed to print version after version. Learn more about OneDrive’s capabilities.>>>

Simple Administration and Rock-Solid Security

Protect your data and control access – everything is done from a single admin portal. The built-in security of Office 365 deflects malware, spam, phishing attacks, and any other threats your team might come in contact with.

Scale at Your Own Pace

Whether you’re a large firm, a small practice or a solo practitioner, your journey into the cloud can happen at your own pace. You can choose from a full-scale deployment, hybrid system or a la carte services as needed.

Contact Us to Learn More

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