Dynamics Enterprise Edition features all the existing modules of Microsoft Dynamics CRM, but packaged individually.
This app closely aligns with the current Sales module in Microsoft Dynamics CRM, but with additional features such as Marketing Lists, Campaigns, and Quick Campaigns. It also contains Activities and allows users to customize the apps to meet their specific needs for customer relationship management.
Microsoft announced a partnership with Adobe and has identified the Adobe Marketing Cloud as the “preferred” marketing solution for Enterprise. But preferred doesn’t mean “only,” so the app includes other helpful programs like ClickDimensions which is an easy, drag-and-drop tool for creating dynamic email campaigns and automating processes.
This application contains the functionality currently contained in the Microsoft Dynamics Service module. Cases, SLAs, Contract Management, Service Calendar, and the rest of what we now know to be the Microsoft Dynamics Service plan should be supported. Please note that this is NOT the same as the “Field Service” application described below.
This app is designed for companies that deploy field service technicians to various locations, and features a wide set of functionality including Inventory Management, Customer Billing, and Analytics. It also supports an array of “Internet of Things” devices, which when deployed in the field can communicate data like status reports to a central command center.
This app delivers solid project management functionality and collaboration tools using Dynamics 365 data. One of the main features is a GANTT chart which conveniently displays and manages tasks, and there are also tools for quote management, resource planning, and timekeeping. It is ideal for companies that bid on large projects with many moving parts and multiple resources.
PowerApps is designed for power users, known lately as “citizen coders.” It provides a simple but powerful platform to create CRM applications from your data, which can be found in existing Dynamics 365 modules, or in programs like Office 365 SharePoint. It gives companies a way to use a “Common Data Model” across all their Office and Dynamics 365 data sources.
Flow allows for the automation of tasks as information changes. You can collect customer data from a wide variety of sources -- such as GitHub, box, Google Drive, Pinterest, FaceBook, and many more -- then create “flows” based on certain conditions (“When I receive a Tweet containing ABC, perform action X in my SharePoint site”). There are easy-to-use templates to get you started, and then the creativity is up to you.
This product was previously called “AX7,” and was the Enterprise-level ERP system handling functions pertaining to financials, ordering, budgeting, inventory management, scheduling, and production. So if you have a large and bustling business to manage, AX is a great option, and xRM can refer you to specialists for your installation and configuration.