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Dynamics CRM Online

Customer relationship management in the cloud
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Create new experiences with Dynamics CRM Online

Create new experiences with Dynamics CRM Online

CRM stands for customer relationship management. It's a category of integrated, data-driven solutions that improve how you interact and do business with your customers. CRM systems and applications are designed to manage and maintain customer relationships, track engagements and sales, and deliver actionable data--all in one place.

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Features

Licensing plans for Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online provides a multi-tiered licensing model.
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  • The key benefits include:
    • Flexibility. You can mix and match different types of licenses to accommodate the specific needs of your business and save money in the process.
    • High value. You can choose from highly competitive offerings with a low Total Cost of Ownership.
    • Clarity. You acquire licenses based on the functionality you require, rather than how you access the system.
    • Parity. You use a consistent licensing model that applies equally to online and on-premises solutions built on Microsoft Dynamics CRM.
    • Mobile access. You can access CRM data with your mobile device at no additional charge.
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Requirements & Important Information

This product has requirements for subscription management and access.
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  • Subscription management
    • Once Microsoft Dynamics CRM subscriptions have been purchased here, subscription management must be done exclusively through Microsoft's Online Portal (MOP).
  • Admin account setup through MOP
    • Once purchased, the Dynamics CRM subscription administrator must complete initial setup of company's Dynamics CRM account through MOP before end-users are able to access service. Until admin has completed account setup, assigned end-users will see "permission denied" page when attempting to access service. MICROSOFT GUIDES: CRM Setup & Administration Center (https://www.microsoft.com/en-us/dynamics/crm-setup-and-administration/default.aspx); CRM Onboarding Success Center (https://mbs.microsoft.com/customersource/northamerica/CRM/learning/documentation/user-guides/CRMOnlineOnboardingSuccessCenter)
  • Must access through MOP
    • Assigned users may only access Microsoft Dynamics subscription by launching through MOP.
  • Vanity domain required
    • Microsoft Dynamics CRM requires a vanity domain for setup. Microsoft's provided domain is not sufficient for setting up Dynamics CRM account. MICROSOFT GUIDES: Add Domain through MOP (https://technet.microsoft.com/en-us/library/dn973004.aspx#BKMK_AddDomain)
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What does a CRM solution do?

CRM solutions streamline processes and increase profitability in your sales, marketing, and service divisions. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not maximizing your business relationships.
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    • Imagine misplacing customer contact information, only to learn that your delay pushed your client into the arms of a competitor.
    • Picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition.
    • Without a centralized program where your people can log and track customer interactions, your business falls behind schedule and out of touch.
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Customer Relationship Management

Dynamics 365 delivers the full spectrum of CRM through five individual apps— Sales, Customer Service, Field Service, Project Service Automation, and Marketing —that work seamlessly together. So you can buy just what your business needs now, and add others as those needs grow.
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  • CRM tools make the customer-facing functions of business easier. They help you:
    • Centralize customer information
    • Automate marketing interactions
    • Provide business intelligence
    • Facilitate communications
    • Track sales opportunities
    • Analyze data
    • Enable responsive customer service
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Videos

Basic Data Import Part 1 - Microsoft Dynamics CRM (Full length)

In this video, learn how to import data in Microsoft Dynamics CRM 2011 and CRM Online.

Basic Data Import Part 2 - Microsoft Dynamics CRM (Full length)

In this video, learn how to import data in Microsoft Dynamics CRM 2011 and CRM Online.

Basic Configuration - Microsoft Dynamics CRM (Full length)

In this video, learn how to make simple, basic customizations in the look and feel in Microsoft Dynamics CRM 2011 and CRM Online.

Creating an Invoice - Microsoft Dynamics CRM (Full length)

In this video, learn how to create an Invoice in Microsoft Dynamics CRM. We will demonstrate two methods of creating an invoice, discuss locked pricing, and include a discount on the sale.

Creating a Quote - Microsoft Dynamics CRM (Full length)

In this video, learn how create and revise a Quote in Microsoft Dynamics CRM.

Creating an Email Template - Microsoft Dynamics CRM (Full length)

In this video, learn how to create an email template in Microsoft Dynamics CRM.

Creating a Custom Entity - Microsoft Dynamics CRM (Full length)

In this video, learn how to create a custom entity in Microsoft Dynamics CRM.

Screenshots

Auditing

Customization

System Settings

Sample Data

Administration

Editions & Pricing

Microsoft Dynamics CRM Online Essential

Microsoft Dynamics CRM Online Basic

Microsoft Dynamics CRM Online Professional

Microsoft Dynamics CRM Online Professional Add-On to Office 365

    Free
    / User / Month
    12 month contract
    Free
    / User / Month
    12 month contract
    Free
    / User / Month
    12 month contract
    Free
    / User / Month
    12 month contract
Subscription plan for users who need access to custom relationship management (xRM) capabilities of Microsoft Dynamics CRM Online.
IMPORTANT: See 'Requirements and Important Information' on 'Features' tab before completing purchase.
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Subscription plan for users who need access to accounts, contacts, leads, cases, reporting, and custom relationship management (xRM) capabilities of Microsoft Dynamics CRM Online.
IMPORTANT: See 'Requirements and Important Information' on 'Features' tab before completing purchase.
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The most comprehensive plan for users who need full sales, service, and marketing capabilities of Microsoft Dynamics CRM Online.
IMPORTANT: See 'Requirements and Important Information' on 'Features' tab before completing purchase.
Show More Info Hide
An add-on for Office 365 users who need the full sales, service, and marketing capabilities of Microsoft Dynamics CRM Online. This plan is available for new or existing Office 365 Enterprise E3, E4, E5, Business Premium, or Enterprise Cloud Suite users.
IMPORTANT: See 'Requirements and Important Information' on 'Features' tab before completing purchase.
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Microsoft Dynamics CRM Online Essential

    Free
    / User / Month
Subscription plan for users who need access to custom relationship management (xRM) capabilities of Microsoft Dynamics CRM Online.
IMPORTANT: See 'Requirements and Important Information' on 'Features' tab before completing purchase.
Show More Info Hide
Select

Microsoft Dynamics CRM Online Basic

    Free
    / User / Month
Subscription plan for users who need access to accounts, contacts, leads, cases, reporting, and custom relationship management (xRM) capabilities of Microsoft Dynamics CRM Online.
IMPORTANT: See 'Requirements and Important Information' on 'Features' tab before completing purchase.
Show More Info Hide
Select

Microsoft Dynamics CRM Online Professional

    Free
    / User / Month
The most comprehensive plan for users who need full sales, service, and marketing capabilities of Microsoft Dynamics CRM Online.
IMPORTANT: See 'Requirements and Important Information' on 'Features' tab before completing purchase.
Show More Info Hide
Select

Microsoft Dynamics CRM Online Professional Add-On to Office 365

    Free
    / User / Month
An add-on for Office 365 users who need the full sales, service, and marketing capabilities of Microsoft Dynamics CRM Online. This plan is available for new or existing Office 365 Enterprise E3, E4, E5, Business Premium, or Enterprise Cloud Suite users.
IMPORTANT: See 'Requirements and Important Information' on 'Features' tab before completing purchase.
Show More Info Hide
Select

Add-Ons

Microsoft Dynamics CRM Online - Field Service User Add-On

    Free
    / User / Month
    12 month contract
Subscription plan add-on for users who will engage in Field Service; accessing the schedule board, work orders, on their tablet and smartphone apps. User must have at least a CRM Online Basic license
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Microsoft Dynamics CRM Online - Field Service User Add-On

    Free
    / User / Month
Subscription plan add-on for users who will engage in Field Service; accessing the schedule board, work orders, on their tablet and smartphone apps. User must have at least a CRM Online Basic license
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Policies & Support

Terms and Conditions
Privacy Policy
Knowledge base
Support details
Additional Support Resources (copy / paste links into browser): CRM Setup and Administration (https://www.microsoft.com/en-us/dynamics/crm-setup-and-administration/default.aspx); Product Support (https://www.microsoft.com/en-us/dynamics/crm-customer-center/product-support.aspx)