Microsoft has changed their “Business Edition” Pricing
model. The new Level is called “Dynamics 365 for Sales Professional” and has
a price of $65/user/mo.
Thursday, April 5, 2018
Thursday, March 8, 2018
Microsoft Dynamics 365 Customer Engagement vs NAV CRM
The key factor in determining whether to deploy Dynamics NAV or
Dynamics 365 Sales to meet your needs will depend on where the data is held
that the CRM processes need to access.
If sales & marketing is mainly transactional or draws heavily on data in an ERP system, then
Dynamics NAV CRM is likely to be the better choice.
If sales & marketing is longer duration, with more complex Customer
interactions, then Dynamics Customer Engagement will work better.
Unique System Features
|
Dynamics 365 Sales
|
|
NAV CRM
|
|
Dynamics 365 App for Outlook
|
|
Outlook Add-in
|
|
Offline
Access
|
|
AR/Order
Entry available
|
|
Field Level Security – OOB
|
|
Customizable Tab Sequence per record
|
|
User Created Charts/Views/Dashboards
|
|
|
|
Custom Activity Types
|
|
|
|
Cross-Entity Connections
|
|
|
|
Skype Integration / Presence Indicators
|
|
|
|
Activity Feeds
|
|
|
|
Relationship Assistant
|
|
|
Sales
|
|
Dynamics 365 Sales
|
NAV CRM
|
|
Leads
|
X
|
X
|
|
Workflows
|
X
|
X
|
|
Business
Process Flows
|
X
|
|
|
Unlimited
Lead to Quote/Order/Invoice Connections
|
|
X
|
|
Insights
|
X
|
|
|
Proximity
Search
|
X
|
|
|
Social
Search
|
X
|
|
|
Microsoft Social
Engagement Integration
|
X
|
|
|
|
|
|
|
|
Dynamics 365 Sales
|
NAV CRM
|
|
Accounts
|
X
|
X
|
|
Workflows
|
X
|
X
|
|
Business
Process Flows
|
X
|
|
|
Parent/Child
Hierarchy
|
X
|
X
|
|
Parent/Child
Hierarchy Visualizations
|
X
|
|
|
User Defined
Cross-Entity Connections
|
X
|
|
|
Insights
|
X
|
|
|
Bing Maps
Integration
|
X
|
X
|
|
Proximity
Search
|
X
|
|
|
Social
Search
|
X
|
|
|
Unlimited
Account/ Contact Connections
|
X
|
X
|
|
Unlimited
Account/ Opportunity Connections
|
X
|
X
|
|
Unlimited
Account/ Case Connections
|
X
|
|
|
Unlimited
Account/ Quote/Order/Invoice Connections
|
X
|
X
|
|
OOB Access
to Order History, Aging, Billing
|
|
X
|
|
|
Dynamics 365 Sales
|
NAV CRM
|
|
Contacts
|
X
|
X
|
|
Workflows
|
X
|
X
|
|
Business
Process Flows
|
X
|
|
|
User Defined
Cross-Entity Connections
|
X
|
|
|
Insights
|
X
|
|
|
Bing Maps
Integration
|
X
|
X
|
|
Proximity
Search
|
X
|
|
|
Social
Search
|
X
|
|
|
Unlimited
Contact / Account Connections
|
X
|
|
|
Unlimited Contact
/ Opportunity Connections
|
X
|
X
|
|
Unlimited Contact
/ Case Connections
|
X
|
|
|
Unlimited Contact
/ Quote/Order/Invoice Connections
|
X
|
X
|
|
|
|
|
|
|
Dynamics 365 Sales
|
NAV CRM
|
|
Opportunities
|
X
|
X
|
|
Workflows
|
X
|
X
|
|
Business
Process Flows
|
X
|
|
|
Sales Cycle
|
|
X
|
|
Next Best
Action
|
X
|
X
|
|
Relationship
Assistant
|
X
|
|
|
Cross-Entity
Connections (sales team, stakeholders,)
|
X
|
|
|
Insights
|
X
|
|
|
Heat Maps,
Custom Charts/Visualizations
|
X
|
|
|
Unlimited
Opportunity / Contact Connections
|
X
|
|
|
Unlimited
Opportunity / Competitor Connections
|
X
|
|
|
Unlimited
Account/ Quote/Order/Invoice Connections
|
X
|
X
|
|
|
|
|
Marketing
Marketing Specific Capabilities
|
Dynamics 365 Sales
|
|
Voice of the Customer – Surveys
|
|
Direct Web to Lead/Contact (Portals)
|
|
Lead Scoring
|
|
Advanced Omni-Channel Marketing Automation (Click Dimensions)
|
|
Social Engagement Integration
|
|
Native Connection to 3rd Party Marketing Tools
|
|
|
Dynamics 365 Sales
|
NAV CRM
|
|
Marketing Lists
|
X
|
X
|
|
Static &
Dynamic Marketing Lists
|
X
|
X
|
|
Mail Merge
& Direct Word Template Connections
|
X
|
X
|
|
Unlimited
Marketing List / Campaign Connections
|
X
|
|
|
Unlimited
Marketing List / Quick Campaign (single
Activity) Connections
|
X
|
X
|
|
Available
for Lead, Account, Contact Entities
|
X
|
X
|
|
|
|
|
|
|
Dynamics 365 Sales
|
NAV CRM
|
|
Campaigns
|
X
|
X
|
|
Tie
Campaigns to P&L
|
|
X
|
|
Omni-Channel
Campaign Management
|
X
|
|
|
Assignment
of Activities by Record Owner
|
X
|
|
|
Campaign
Response Tracking
|
X
|
|
|
Communication Preference / Adherence
|
X
|
|
|
Unsubscribe
Adherence
|
X
|
|
|
Contact
Cooling
|
X
|
|
Subscribe to:
Comments (Atom)
