Microsoft Dynamics CRM

From Wikipedia, the free encyclopedia - View original article

Microsoft Dynamics CRM
Microsoft Dynamics AX 4.0 icon.png
Developer(s)Microsoft Corporation
Stable release2013 / October 2013 (2013-10)
Development statusActive
Operating systemWindows Server 2003/2008 (Server), Microsoft Windows (Clients)[1]
Available inArabic, Basque, Bulgarian, Catalan, Chinese (Simplified), Chinese (Traditional), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, Galician, German, Greek, Hebrew, Hindi, Hungarian, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Norwegian (Bokmål), Polish, Portuguese (Brazil), Portuguese (Portugal), Romanian, Russian, Serbian (Latin), Slovak, Slovenian, Spanish, Swedish, Thai, Turkish, Ukrainian
TypeCustomer relationship management
LicenseMS-EULA
Websitehttp://www.microsoft.com/dynamics/
 
Jump to: navigation, search
Microsoft Dynamics CRM
Microsoft Dynamics AX 4.0 icon.png
Developer(s)Microsoft Corporation
Stable release2013 / October 2013 (2013-10)
Development statusActive
Operating systemWindows Server 2003/2008 (Server), Microsoft Windows (Clients)[1]
Available inArabic, Basque, Bulgarian, Catalan, Chinese (Simplified), Chinese (Traditional), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, Galician, German, Greek, Hebrew, Hindi, Hungarian, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Norwegian (Bokmål), Polish, Portuguese (Brazil), Portuguese (Portugal), Romanian, Russian, Serbian (Latin), Slovak, Slovenian, Spanish, Swedish, Thai, Turkish, Ukrainian
TypeCustomer relationship management
LicenseMS-EULA
Websitehttp://www.microsoft.com/dynamics/

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it to meet many different demands.

The Microsoft Dynamics family of business applications includes other related products such as Microsoft Dynamics AX (ERP application), Microsoft Dynamics GP, (ERP application) Microsoft Dynamics NAV (ERP application), and Microsoft Dynamics SL (ERP Application) and also Microsoft Dynamics Retail Management System; also known as Dynamics RMS.

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. Beside the Microsoft Internet Explorer the Chrome and Firefox browsers are fully supported since Microsoft Dynamics CRM 2011 Update Rollup 12.[2]

The current version of Microsoft Dynamics CRM is 2013 with over 40,000 customers.[3][4]

History[edit]

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 December 5, 2005.[6] 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, the ability to run on Windows Vista and Outlook 2007, and support for Exchange 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.[citation needed]
Dynamics CRM 4.0 introduced in December 2007.[7] It features multi-tenancy, improved reporting security, data importing, direct mail merging and support for newer technologies such as Windows 2008 [8] and SQL 2008 (Update Rollup 4).[9]
Dynamics CRM 4.0 also implements CRM Online, a hosted solution that is offered directly from Microsoft. The multi-tenancy option also allows ISVs to offer hosted solutions to end customers as well.
Dynamics CRM 4.0 is the first version of the product which has seen significant takeup in the market and passed the 1 million user mark in July 2009.[10]
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
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.

Microsoft Dynamics CRM 4.0[edit]

Versions[edit]

Microsoft Dynamics CRM is available in two primary delivery mechanisms: Dynamics CRM On-Premises and Dynamics CRM Online. The on-premises version of CRM is hosted by the customer in an on-premises server. With CRM Online, Microsoft takes over the hosting responsibilities. For the average end-user, there is no substantial difference between CRM Online and On-Premises. For an administrator, things like direct access to SQL tables and expanded backup capabilities can drive the decision to go on-premises or online.[11]

CRM On-Premises comes in a few licensing editions:

- Workgroup Edition

This edition is only allowed 5 CALs maximum, it is not possible to add more CALs. If more CALs are needed, an upgrade to Professional or Enterprise should be done. Also all the server roles are installed on 1 machine and cannot be separated. You can only create 1 organization in this version and the use of external connectors is not allowed. This version is ideal for small organizations that can use it with the SQL Server Workgroup Edition and on a Windows Small Business Server.

- Professional Edition

The Professional Edition has the same functionality as the Workgroup Edition except there is no limit on the CALs. If the installation profile calls for supporting either multiple organizations or servers, the Enterprise Edition is required.

- Enterprise Edition

Has the same functionality as the Professional Edition but without limits. This version is to be used when multiple divisions should be accessing CRM from one platform.

- Service Provider Edition

This edition is actually an Enterprise Edition that is configured to accept Internal user requests from AD and external user requests through IFD (Internet Facing Deployment). This version is mostly implemented by Microsoft Partners that offer Hosted CRM functionality, when letting external users connect to this CRM version through the Internet.

Licensing[edit]

Microsoft Dynamics CRM offers two types of licenses: Server license and Client Access License (CAL). Each deployment should have at least one server license and one CAL. CAL is also known as a user license.

There are two types of Client CAL:

- Named User CAL: This is tied with the user name i.e. the user can access MSCRM from any computer.

- Device CAL: This is tied with the Device (i.e., CRM can be accessed from only one device). This model is useful in environments such as Call Centers.

Read Only Licenses

New in Microsoft Dynamics CRM 4.0 are readonly licenses. Users that do not have to have write permissions can be assigned Read Only licenses. These licenses are cheaper because they do not allow any write operations on the records. If later a user should be able to perform a write operation, a step-up license can be bought to upgrade the Read-Only license to a Full Client Access License.

Full Use Licenses Full Use Licenses are licenses where the client (user / device) has read, write and update permissions.

External Connector Licenses

Whenever an application (windows or web) reads or writes data from/in Microsoft Dynamics CRM, an external connector license is required. External Connector licenses are only valid when bought for a Professional or Enterprise edition. It is not allowed to use them with a Workgroup Edition.

These also come in 3 forms:

- External Connector : Is a combination of the Limited External Connector (that provides Read Only functionality) and the Full Use Additive External Connector (that provides Write Only functionality)

- Limited External Connector: Provides Read Only functionality for the external application. This license can be upgraded to an 'External Connector License' when the Full Use Additive External Connector is bought.

- Full Use Additive External Connector: Provides the Write functionality to a "Limited External Connector" license.

Dynamics CRM version 4.0 adds a number of new features, including support for duplicate data detection and other enhancements. Perhaps most importantly, CRM 4.0 provides true multi-tenancy, which will allow the creation of multiple organizations on a single server. CRM 4.0 was released with the following improvements:

Updates[edit]

Microsoft publishes updates for Microsoft Dynamics CRM (called Rollups) every two months. At the time of writing, CRM 4.0 Rollup 21 is available. For CRM 2011, rollup 16 is available.

Accelerators for Microsoft Dynamics CRM[edit]

In order to maximize the integration with other products and to enable basic templating, Microsoft released the Accelerators, a set of basic vertical solution templates that can be used to extend Microsoft Dynamics CRM in a few directions. These accelerators can be downloaded (for free) from the CodePlex website and adapted by the organization itself.

Microsoft Dynamics CRM 2011[edit]

Microsoft Dynamics CRM 2011 is available as a cloud offering or an on-premises installation by a partner/customer. As in CRM 4 these versions can be highly customized using advanced extensions. New feature set includes – Visualizations, Dashboards, Document Management, Grid Filters, Dialogs, Recurring Appointments, Custom Activities, Goal Management, Fetch based Reports, MAPI based Outlook clients, FLS etc.

The Microsoft Dynamics CRM 2011 RTW/RTM is available since January and mid February 2011 respectively. 41 languages are supported.


Microsoft Dynamics CRM 2013[edit]

Microsoft Dynamics CRM 2013 is available as a cloud offering or an on-premises installation by a partner/customer.

See also[edit]

MSSolve[edit]

Microsoft uses a tool called MSSolve to manage all incoming support requests for their Professional Support and Premier Support services. MSSolve is internally developed using Dynamics CRM. MSSolve is used worldwide and replaced Clarify from Amdocs

MIMOS[edit]

Microsoft uses a tool called MIMOS - Microsoft Incident Management Operations System - to manage Operational requests originating from Microsoft Partners and Customers. MIMOS was co-developed by arvato and Microsoft in support of a multi-year Business Process Outsourcing initiative called FADA. MIMOS is internally developed using Dynamics CRM and Metastorm BPM (also a .NET-based product). MIMOS is used in Microsoft Regional Operations Centers worldwide, and replaced Siebel from Oracle as part of Microsoft's 2011 "Siebel-free" initiative. MIMOS is an example of using CRM as an XRM platform.

References[edit]

External links[edit]