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Microsoft Dynamics CRM Online Service Description

Office 365
 

Applies to: Office 365

Topic Last Modified: 2014-10-16

Microsoft Dynamics CRM Online is a Microsoft-hosted solution that delivers the simplicity and flexibility of cloud computing with powerful customer relationship management (CRM) capabilities and the familiarity of Microsoft Office. CRM Online includes modules for sales force automation, marketing automation, and customer service and support. With the service, businesses gain almost instant online access to CRM capabilities almost anywhere over the web. CRM Online is available in 42 markets and 41 languages worldwide. The service, which is hosted in security-enhanced datacenters owned and managed by Microsoft, provides a financially backed, 99.9 percent uptime service level agreement (SLA).

To learn more about Microsoft Dynamics CRM features, see Microsoft Dynamics CRM.

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For information about new features in CRM Online, see What’s New.

CRM Online provides different plans and licensing options to suit the needs of customers and is available through the following plans:

 

Plan Description

Enterprise

Designed for businesses that can benefit from the full range of Microsoft Dynamics CRM capabilities, including Sales, Marketing, Customer Care, and Social Listening.

Professional

Designed as the most comprehensive license and for users who are engaged in end-to-end customer relationship management scenarios. Licensed users can access the full sales, service, and marketing capabilities within CRM Online. We recommend this license for CRM and extended CRM scenarios.

Basic

Designed for entry-level CRM users who need access to basic CRM functionality, such as account, contact, lead, and case management functionality. This license is also designed for business analysts who require the reporting capabilities of the CRM Online service. Finally, this license is suited for users who are engaged in end-to-end custom application scenarios.

Essential

Designed for users who require access only to activities in order to feed the CRM solution. The license allows the user to manage activities and activity feeds.

For current pricing information available through the Microsoft Online Services Program, see the online pricing guide.

For an overview of the licensing and support options available, review the purchase online guide.

CRM Online supports a variety of browsers and mobile devices. For information, see Microsoft Dynamics CRM Online requirements.

Use the following table to determine the right plan for your company.

 

Functionality and entities Enterprise Professional Basic Essential

Microsoft Dynamics Marketing

Yes

No

No

No

Unified Service Desk

Yes

No

No

No

Microsoft Social Listening

Yes

Yes1

No

No

Creating Workflows, Bulk data import, and Customizations across any entity

Yes

Yes

No

No

Running Workflows2

Yes

Yes

Yes4

Yes4

Opportunities, Goals, Contracts, Quotes, Orders, Invoices, and Competitors

Yes

Yes

Yes4

No

Sales Campaigns, quick Campaigns, Marketing lists, Price lists, and Product lists

Yes

Yes

Yes4

No

Services, Resources, Facility, Equipment, and Articles

Yes

Yes

Yes4

No

System reports, System charts, System dashboards, and CRM application data

Yes

Yes

Yes4

No

User reports, User dashboard, and Charts

Yes

Yes

Yes

No

Accounts, Contacts, Cases, and Leads

Yes

Yes

Yes

No

Custom entities

Yes

Yes

Yes3

Yes3

Activities and Notes

Yes

Yes

Yes

Yes

See Microsoft Dynamics CRM Online Licensing and Pricing Guide for a complete list of capabilities.

NoteNote:
1 A ten-seat minimum deployment of CRM Online Professional is necessary to qualify in the Microsoft Online Services Program.
2 Creating, updating, and deleting via workflows can only be performed against entities included in the use rights (that is, updating an opportunity requires CRM Online Professional.
3 Custom entities (based on entities either included in CRM Online or created by a customer or partner) might require a higher CAL or User Subscription Licenses (USLs), depending on the required access. Customizations can only be performed against entities included in the use rights.
4 Limited or read-only.

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