Microsoft Dynamics CRM

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Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. The product focuses mainly on sales, marketing, and service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as a CRM platform and has been encouraging partners to use its once proprietary, now Open Source (.NET based) framework to customize it. It is part of the Microsoft Dynamics family of business applications.

Dynamics CRM is a server-client application, which, like Microsoft SharePoint, is primarily an IIS-based web application, which also supports extensive web services interfaces. Clients access Dynamics CRM either by using a browser or by a thick client plug-in to Microsoft Outlook. Besides Internet Explorer, Chrome and Firefox browsers are fully supported since Microsoft Dynamics CRM 2011 Update Rollup 12.^[2]

The current version is Dynamics 365. The name and licensing changed with the update from Dynamics 2016. Microsoft Dynamics CRM currently has over 40,000 customers.^[3][4]

Versions[]

Microsoft CRM 1.2

Microsoft CRM 1.2 was released on December 8, 2003.^[5] Microsoft CRM 1.2 was not widely adopted by industry.^[6]

Microsoft Dynamics CRM 3.0[]

The second version was rebranded as Microsoft Dynamics 3.0 (version 2.0 was skipped entirely) to signify its inclusion within the Dynamics product family and was released on December 5, 2005.^[7] Notable updates over version 1.2 are the ease of creating customizations to CRM, the switch from using Crystal Reports to Microsoft SQL Reporting Services, and the ability to run on Windows Vista and Outlook 2007.

Significant additions released later by Microsoft also allowed Dynamics CRM 3.0 to be accessed by various mobile devices and integration with Siebel Systems.This was the first version that saw reasonable take up by customers.

Microsoft Dynamics CRM 4.0

Dynamics CRM 4.0 (a.k.a. Titan) introduced in December 2007 (RTM build number 4.0.7333.3 Microsoft CRM build numbers from version 4.0 to version 8..;). It features multi-tenancy, improved reporting security, data importing, direct mail merging and support for newer technologies such as Windows Server 2008 ^[8] and SQL Server 2008 (Update Rollup 4).^[9]

Dynamics CRM 4.0 also implements CRM Online, a hosted solution^[buzzword] that is offered directly by Microsoft. The multi-tenancy option also allows ISVs to offer hosted solutions^[buzzword] to end customers as well.

Dynamics CRM 4.0 is the first version of the product, which has seen significant take up in the market and passed the 1 million user mark in July 2009.^[10]

Microsoft Dynamics CRM 2011

Dynamics CRM 2011 was released to open Beta in February 2010

It then went into Release Candidate stage in December 2010

The product was then released in February 2011 (build number 5.0.9688.583)

Microsoft Dynamics CRM 2013

Dynamics CRM 2013 was released to a closed beta group on 28th of July 2013.

Dynamics CRM 2013 Online went live for new signups in October 2013.

Dynamics CRM 2013 was released in November 2013 (build number 6.0.0000.0809).

Microsoft Dynamics CRM 2015

Dynamics CRM 2015 was announced in September 2014 (RTM build number 7.0.0.3543).^[11]

Microsoft Dynamics CRM 2016

Microsoft Dynamics CRM 2016 was officially released on November 30, 2015.^[11]

Versions for CRM 2016 was 8.0, 8.1 and 8.2. With version 8.2 the name, Microsoft Dynamics CRM 2016,was changed to Dynamics 365

Microsoft Dynamics 365

The latest update called the 'October Update' was released in October 2018 and was called Dynamics 365, with version number 9.1.0.0035

Support and End of life[]

Mainstream Support for Microsoft Dynamics 4.0 ended on April 9th, 2013. ^[12]

Extended support for Microsoft Dynamics 4.0 ended on April 10th, 2018. ^[13][14]

Microsoft SharePoint integration[]

Since the 2011 version, it is possible to store and manage documents in the context of Dynamics CRM records on a server that is running Microsoft SharePoint. This feature allows to use the advanced SharePoint framework for the content management infrastructure inside Dynamics CRM. With the SharePoint integration, it is also possible to share documents for external users with granted permission but no access to Dynamics CRM account.^[15]

Microsoft Dynamics CRM 2015[]

On Sept. 16, 2014, Microsoft announced that Microsoft Dynamics CRM 2015, as well as updates to its Microsoft Dynamics CRM Online and Microsoft Dynamics Marketing services, will be generally available in the fourth quarter of 2014. Microsoft also released a preview guide with details.
On Nov 30, 2014 Microsoft announced the general availability of Microsoft Dynamics CRM 2015 and the 2015 Update of Microsoft Dynamics Marketing.^[16]
On Jan 6, 2015, Microsoft announced the availability of a CRM Cloud service specifically for US Government that is designed for FedRAMP compliance.^[17]

Microsoft Dynamics CRM 2016[]

Microsoft Dynamics CRM 2016 was officially released on November 30, 2015. In the official press release Microsoft calls this “The most comprehensive upgrade ever for Dynamics CRM” and says it “includes advancements in intelligence, mobility and service, with significant productivity enhancements”.^[18] In June 2016 was developed a special application which sends scanned info from business cards into MS Dynamics CRM named Business Card Reader for MS Dynamics and Call Tracker application in 2017.

Microsoft Dynamics 365 Customer Engagement[]

Microsoft Dynamics 365 was officially released on November 1,2016.^[19] The product is presented as a revolution, combining Microsoft business products (CRM & ERP Dynamics AX). The software that was known as Microsoft Dynamics CRM, is now known as Dynamics 365 Customer Engagement. This software contains the following applications:

• Dynamics 365 for Sales
• Dynamics 365 for Customer Service
• Dynamics 365 for Marketing
• Dynamics 365 for Field Service
• Dynamics 365 for Project Service Automation

The offerings Dynamics 365 for Finance and Operations and Dynamics 365 Business Central cover the ERP needs, such as book-keeping, invoice and order handling and manufacturing.

In Dynamics 365 version 9.0.0.1 many notable features like Virtual entities in Dynamics 365,^[20] Auto Numbering Attributes, Multi Select Options sets etc. were introduced.

Events[]

365 Saturdays

The free community event that takes place in many cities around the world ^[21]

References[]

External links[]

• Official website