Part of the wider Microsoft “business solutions” portfolio, the customer relationship management (CRM) half of Microsoft Dynamics is a set of apps designed to help users with marketing, sales and customer service.
The software as a service version is also referred to as Microsoft Dynamics CRM Online.
The separate products on offer (or names for various certain subsets of products) include:
You can take a TestDrive [sic] of Microsoft Dynamics CRM.
Here’s a two minute intro video about Dynamics CRM Online 2016, aimed at SME’s:
Launching in the autumn, Microsoft Dynamics 365 will be a combine CRM and Enterprise resource planning (ERP) into a new cloud service called Dynamics 365.
This was announced at the same time as a new app marketplace called AppSource, which offers more than 200 business applications from Microsoft partners.
Dynamics 365 customers will have access to Microsoft’s business intelligence and Cortana software within the apps meaning, for example, sales teams can receive predictions on cross-selling opportunities automatically, or field agents receive a warning of devices expected to fail.
An interesting new development is that Microsoft Dynamics 365 will integrate with Office 365 so that users can respond to customer emails using Office, and pull in information from various finance and sales apps without leaving Outlook.
MARCH 2016 – Updates announcement
Microsoft announces “spring wave” update to Dynamics CRM 2016, including features enabled by its acquisition of web portal developer Adxstudio – VentureBeat.
NOVEMBER 2016 – Product suite released
Dynamics CRM 2016 is made available for online and on-premise deployment, including machine learning capabilities for predictive intelligence and tech from FieldOne and Parature acquisitions – TechRadar.
Here’s an overview of the new capabilities:
AUGUST 2015 – Gamification acquisition
Microsoft acquires games developer Incent Games in order to integrate its FantasySalesTeam gamification platform into Dynamics CRM – V3.
On the Dynamics CRM pricing page, Sales, Marketing and Social are separated out.
Pricing for Sales accounts (including sales force automation, Unified Service Desk and Social Engagement) starts at £31.20 per user per month for certain existing Microsoft Office 365 customers.
A social engagement professional-specific account, including social listening, “share of voice” and trend alerts, costs £46.73 per user per month.
The Marketing plan starts at £77.90 per user per month for campaign management, social marketing and analytics.
The full enterprise CRM solution is priced at £124.60 per user per month.
Microsoft Dynamics’ CustomerSource website includes training materials, the official Knowledge Base and eLearning resources, albeit gated off for customers and partners. The company’s Virtual Academy also offers some free courses on different aspects of the Dynamics package.
Microsoft partner QA offers a range of courses covering different versions of Dynamics CRM including local classroom-based courses in the UK.
There are a number of official Dynamics CRM instructional videos on YouTube, accessible through the community page. They’re also organised into several playlists via the Microsoft Dynamics YouTube channel.
CRM Dynamics (a separate company but certified partner) uploaded its Back to Basics 45-minute webinar on Microsoft Dynamics CRM 2015.
Microsoft has a dedicated tutorials page for developers who wish to tinker with Dynamics CRM.
Dynamics Feed has a quick rundown of five videos which cover the principle Microsoft Dynamics CRM stumbling blocks.