On November 1, 2016 Microsoft officially launched and made available a new suite of products, known as “Microsoft Dynamics 365.” Test it out for free with no obligations and see if it’s right for you with a Microsoft 365 trial. This set of applications comes in two major version – “Business” and “Enterprise.” This page is designed to inform you about the details of the Microsoft small business CRM version, called the Microsoft Dynamics 365 Business Edition.
Microsoft Dynamics 365, Business Edition is optimized for Small Businesses between 10 and 250 employees, although there is no minimum seat count. Dynamics 365 Business Edition consists of several components, or “Apps” as they are now known:
This application is designed to help the small business in a comprehensive way, with the ability to manage contacts, generate quotes and invoices, manage products, and perform basic accounting functions, as well as some project management functions, timesheets, and inventory management. This application is based on Microsoft Dynamics NAV, which is an ERP product used by small businesses. The application is designed to integrate well with Office 365.
This tool/platform is designed for power users, also lately knows as “citizen coders.” That is, it provides a simple but powerful platform to create an application from existing data found in the Dynamics 365 apps like “Sales” and “Marketing,” but also from data in places like Office 365 SharePoint. The idea is that this PowerApps tool provides a way to use a “Common Data Model” across Office and Dynamics 365 data sources. Using a wizard-type interface, power users can create, customize and share simple apps that expose the data across the entire “365” suite.
Currently, this Microsoft CRM for small business use has not been released yet, but our understanding is that it will be a reduced form of what the current Microsoft Dynamics CRM Sales module and will provide the ability to manage the sales process. This page will change as we receive more information.
Currently, there is no specific information regarding exactly what this Microsoft Dynamics small business edition will provide. For the Enterprise edition, the Adobe Marketing Cloud will be offered, but for the Business Edition we only know that it will NOT be Microsoft Dynamics Marketing as it is currently known, and we also know that it will not be the current Microsoft Dynamics CRM Module. We will update this page as we learn more.
This CRM for small business application is due for release in the spring of 2017, and it will likely contain some of the functionality currently contained in the Microsoft Dynamics Service module, although not all. We should be clear that this is NOT the “Field Service” application that is available in the Enterprise Edition, nor is it the Customer Service app included in the Enterprise edition. We will update this information as we learn more.
It’s important to understand the timeline of releases for these apps for Dynamics 365 Business Edition.
November 1, 2016: Dynamics 365 for Financials, Dynamics 365 PowerApps, and Dynamics 365 Flow
Spring 2017: Dynamics 365 for Sales, Dynamics 365 for Marketing