Dynamics 365 - Online vs on-premises features FAQ

Dynamics CRM 2016
 

Updated: February 28, 2017

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM Online, Dynamics CRM 2016

System_CAPS_noteNote

To see a cumulative list of online-only features, including features introduced in Dynamics 365 (online), version 9.0, see online-only features in Dynamics 365 Customer Engagement.

This document lists features introduced in the following Microsoft Dynamics 365 and Dynamics CRM releases:

  • December 2016 update for Dynamics 365 (online and on-premises)

  • Microsoft Dynamics CRM Online 2016 Update 1

  • Microsoft Dynamics CRM 2016 Service Pack 1

  • Microsoft Dynamics CRM Online 2016 Update

  • Microsoft Dynamics CRM 2016 on-premises

  • Microsoft Dynamics CRM Online 2015 Update 1

The first three tables in this document show when each feature was introduced and whether the feature is available for:

  • Dynamics 365 (online), Dynamics 365 on-premises, or both

  • Dynamics CRM Online, Dynamics CRM on-premises, or both

The third table in this document focuses on Microsoft Office integration features and shows which Office integration features are available for particular scenarios.

System_CAPS_tipTip

To see the versions that apply to the releases below, see Support: Microsoft Dynamics 365 (online) releases

Feature

Dynamics 365 (online)/Dynamics 365 (on-premises)

3rd party S2S Inbound Authentication

Microsoft Dynamics 365 (online) only

Advanced Service Analytics

Microsoft Dynamics 365 (online) only

Analyze with Power BI (requires Power BI)

Both

App Source

Both

App designer and sitemap designers

Both

Business processes unified designer (business process flows, business rules, and mobile task flows)

Both

Business process analytics (requires Power BI)

Both

Connected Field Service

Microsoft Dynamics 365 (online) only

Customer backup and restore

Microsoft Dynamics 365 (online) only

Customer Insights service

Microsoft Dynamics 365 (online) only

Data Export service

Microsoft Dynamics 365 (online) only

Document suggestions

Microsoft Dynamics 365 (online) only

Dynamics 365 administration

Microsoft Dynamics 365 (online) only

Dynamics 365 Admin Role in Office 365

Microsoft Dynamics 365 (online) only

Dynamics 365 App for Outlook enhancements

Both

Dynamics 365 Connector Updates for Power App and Flow

Both

Editable grids

Both

Exchange booking integration

Both

Field Service enhancements

Microsoft Dynamics 365 (online) only

Gamification

Microsoft Dynamics 365 (online) only

Learning Path (guided help) customization

Microsoft Dynamics 365 (online) only

Mobile homepage with Relationship Insights

Microsoft Dynamics 365 (online) only

Mobile management enhancements

Microsoft Dynamics 365 (online) only

Mobile Offline Data API

Both

Mobile UI productivity

Both

Modular business apps

Both

Office 365 Groups enhancements

Microsoft Dynamics 365 (online) only

Online customer backup and restore

Microsoft Dynamics 365 (online) only

Partner Portal enhancements

Microsoft Dynamics 365 (online) only

Portal service enhancements

Microsoft Dynamics 365 (online) only

Project Service Automation enhancements

Microsoft Dynamics 365 (online) only

Relationship Insights (Features include Email Engagement, Auto Capture, and Relationship Assistant)

Microsoft Dynamics 365 (online) only

Relevance Search

Microsoft Dynamics 365 (online) only

Resource scheduling optimization

Microsoft Dynamics 365 (online) only

Scheduling unification

Both

Sovereign cloud Germany

Microsoft Dynamics 365 (online) only

Task-based experiences

Microsoft Dynamics 365 (online) only

Threat management with SIEM

Microsoft Dynamics 365 (online) only

Visual process designer

Both

Feature

CRM Online/CRM on-premises

Productivity

Learning Path guided help (runtime experience only)

CRM Online only

Dynamics CRM App for Outlook supported for CRM on-premises

CRM on-premises only

Office 365 Groups enhancements

CRM Online only

Email signatures for CRM users and teams

Both

Email integration

Hybrid server-side synchronization (connect CRM on-premises to Exchange Online)

CRM on-premises only

Mobile

Rich mobile offline experience

CRM Online only

Mobile devices conditional access

CRM Online only

Preview feature: Company news timeline solution

CRM Online only

Service reps can search for, view, create, and edit knowledge articles

Both

Sales professionals can manage quotes, orders, and invoices

Both

Manage mobile devices with Intune without enrolling the device

Both

Faster mobile app preparation after customization

Both

Service

Self-service portals for non-CRM audience

CRM Online only

Project-based sales with project service capabilities

CRM Online only

Remote service with field service capabilities

CRM Online only

SLAs for custom entities and other system entities

Both

Interactive service hub enhancements:

  • Integrated with Unified Service Desk

  • Apply SLAs for custom entities and other system entities

  • Track progress of SLA KPIs with timer control

  • Merge cases

  • Add iFrames and web resources

  • Configure lookup field properties to show filtered records

  • Access forms and dashboards using keyboard navigation

  • Support for Apple Safari 9 browser

Both

Unified Service Desk enhancements:

  • Integrated with interactive service hub

  • Windows Updates

  • New demo packages

  • Telemetry

Both

Intelligence

Preview feature: Azure Machine Learning product recommendations

CRM Online only

Preview feature: Azure Machine Learning knowledge base suggestions

CRM Online only

Analytics

Organization Insights Dashboard shows system usage stats

CRM Online only

Customization

Feedback and ratings on entities

Both

Customer field for any entity

Both

Package Deployer tool runs from command prompt

Both

Performance

Query load time optimization

Both

SDK

Create customer attributes for any entity

Both

CRM Web API enhancements:

  • Filtering records based on single-value navigation properties

  • Retrieving related records for entity sets by expanding single-value navigation properties

Both

Enhanced client API support in interactive service hub

Both

Support for knowledge base search control client APIs on CRM mobile clients and the interactive service hub

Both

Easily launch the interactive service hub using the CRM SiteMap

Both

Apply SLAs to custom entities and specific system entities in CRM

Both

Categorize entity records in CRM

Both

Provide feedback and rating for entity records in CRM

Both

Control how packages are deployed with the enhanced Package Deployer

Both

XRM tools enhancements for connections to CRM

Both

Simplified FormXML for Stream items in the interactive dashboards

Both

Entities updated for improved form rendering experience and new client APIs support

Both

Add SAS authorization support to CRM-Azure applications

Both

Send CRM data in multiple formats to a Microsoft Azure hosted listener application

Both

Integrate CRM with external event hub publishers

Both



System_CAPS_noteNote

Microsoft Dynamics CRM Online 2015 Update 1 was an online-only release. Most of the features introduced in that release are now available for on-premises customers in CRM 2016.

Feature

CRM Online/CRM on-premises

Navigation

Move around CRM using the new navigation bar and menu system

Both

Productivity

Dynamics CRM App for Outlook lightweight tracking app

CRM Online only

Track Exchange email activities automatically with Microsoft Outlook folder tracking

Both

Word templates

Both

Excel templates

Both

Export to Excel completely redesigned

Both

Store private documents in OneDrive for Business

CRM Online only

Trending documents with Office Delve

CRM Online only

Email integration

Hybrid server-side synchronization (connect CRM Online to Exchange on-premises)

CRM Online only

Monitor mailbox health using the improved server-side synchronization Performance dashboard

Both

Mobile

Email a link to a page from CRM for phones and tablets

Both

Enjoy the same mobile experience whether you’re using a phone or tablet

Both

Provide modern user interface with the new visual controls in CRM for phones and tablets

Both

Export data to Excel from CRM for phones and tablets

Both

Use iFrames and web resources in CRM for tablets

Both

Manage devices with Intune device management

Both

Preview mobile forms and dashboards before deploying to CRM for phones and tablets

Both

Secure your mobile data with Dynamics CRM for Good

Both

View SharePoint documents in CRM for phones and tablets

Both

Preview feature: Create a task flow in CRM for phones and tablets

CRM Online only

Use mobile apps with Windows 10 and iOS 9

Both

Service

Use surveys to collect feedback from customers

CRM Online only

Prioritize workloads with new interactive service hub dashboards and forms

Both

Reduce case call-handling time with rich knowledge management articles

Both

Enable service level agreements (SLAs) on demand

Both

Share the knowledge base with Parature

CRM Online only

Speed up customer service with default entitlements

Both

New, improved Unified Service Desk

Both

Analytics

Power Query connector streamlines connections to CRM Online

CRM Online only

Administration

Switch or delete an instance of CRM Online

CRM Online only

Manage CRM Online updates (customer-driven updates)

CRM Online only

Customization

Add a logo or change the color scheme using themes

Both

Define business rules based on business process flows

Both

Move back to the previous stage of a business process flow on a different entity

Both

Call custom actions from workflows or dialogs

Both

Define rules for creating or updating CRM records from incoming activities

Both

Calculated field enhancements

Both

Clear field values with business rules

Both

Use solution segmentation for tighter control of solutions exports and patches

Both

Performance

Forms load faster with the new form rendering engine

Both

SDK

Change tracking API

Both

Control.getShowTime method for Date controls

Both

Create alternate keys for referencing records in CRM

Both

Custom actions in workflows or dialogs

Both

Custom claim mapping for SharePoint server-based integration

Both

Enhanced capabilities for sub-grid controls in forms

Both

Form script support for the new Knowledge Management (KM) integration with Parature

CRM Online only

Integrate CRM data with external systems more easily

Both

Integration with Parature

CRM Online only

Multiple message execution

Both

New form script capabilities Multiple message execution

Both

Optimistic concurrency

Both

Record creation and update rules

Both

Rollup field enhancements

Both

Specify custom price lists for opportunities, quotes, orders, and invoices

Both

Support for additional “older than” clauses for date and time fields in FetchXML and QueryExpression

Both

Support for new behavior of date and time values in CRM

Both

Tracing

Both

Track emails at the folder level

Both

Update message for specialized operations

Both

Upsert for updating CRM with external data

Both



The following table shows the availability of Microsoft Office and email features, depending on whether Microsoft Office or Exchange is deployed online or on-premises.

Feature

Microsoft Dynamics 365 (online)/Dynamics 365 (on-premises)

Email - Dynamics 365 App for Outlook 

Both For more information, see Deploy Dynamics 365 App for Outlook

Email - Dynamics 365 for Outlook (aka Outlook client) for Exchange Online*

Both

Email - Dynamics 365 for Outlook (aka Outlook client) for Exchange on-premises

Both

Email - Monitor mailbox health using the improved server-side synchronization performance dashboard

Both

Email - Server-side synchronization Test connection to Exchange Online 

Dynamics 365 (on-premises) only

Email - Server-side synchronization Test connection to Exchange on-premises

Microsoft Dynamics 365 (online) only

Email - Server-side synchronization - connect Microsoft Dynamics 365 (online) with Exchange on-premises

Microsoft Dynamics 365 (online) only

Email - Server-side synchronization - connect Microsoft Dynamics 365 (online) to Exchange Online*

Microsoft Dynamics 365 (online) only

Email - Server-side synchronization - connect Dynamics 365 (on-premises) to Exchange on-premises

Dynamics 365 (on-premises) only

Email - Server-side synchronization - track emails, appointments, tasks, and contacts immediately when manually tracking from Dynamics 365 for Outlook and Dynamics 365 App for Outlook

Both

Email - Track Exchange email activities automatically with folder tracking

Both

Delve* (Exchange Online optional for attachments). SharePoint Online license required

Microsoft Dynamics 365 (online) only

Delve (Exchange on-premises)

Not applicable

Export to Excel completely redesigned

Both

Immersive experience, Excel Online*

Microsoft Dynamics 365 (online) only

Office 365 Groups (Exchange Online)*

Microsoft Dynamics 365 (online) only

Office 365 Groups (Exchange on-premises)

Not applicable

OneDrive for Business (online). OneDrive for Business and SharePoint licenses required for each user*

Both

OneDrive for Business (on-premises)

Not applicable

OneNote (online)*

Microsoft Dynamics 365 (online) only

OneNote (on-premises)

Not supported

SharePoint Online*

Both

SharePoint (on-premises)

Both

Skype for Business (online)*

Both

Skype for Business (on-premises)

Both

Excel templates

Both

Word templates

Both

Yammer (online)

Both

Yammer (on-premises)

Not applicable

*This feature requires that you have an Office 365 subscription or a subscription to an online service such as SharePoint Online or Exchange Online. For more information, see What is Office 365 and how does it relate to Dynamics 365 (online)?

For full Office 365 feature integration with Microsoft Dynamics 365 (online) and Dynamics 365 (on-premises), you'll need Office 365 Enterprise E3 or later. Skype for Business PSTN calling and conferencing requires Office 365 Enterprise E5. Other Office 365 plans are not supported. For more information on licensing and pricing, see: Licensing and Pricing Guide.

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