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What to look for when comparing Microsoft CRM options?

As mentioned above, we’ve got 3 options available at Advantage. The first one is designed for those that are currently using Dynamics 365 Business Central and want to add some CRM functionality to their software. The second and third one are different licensing options available for Dynamics 365 Sales which is Microsoft’s premier CRM solution. 

Business Central: Relationship Management

Overview:

Business Central is Microsoft’s premier ERP solution aimed at the SME market. It has been created to help businesses to manage their finances and operations with a basic CRM to track pre-sales. 

This solution is designed to improve the production of accurate finances. 

Quick Start Business Central from just £6,000 + £1,999 for Business Central Relationship Management or sold separately

Why would you choose this? 

If you are looking to change software purely to better manage your finances and operations but you need basic CRM functionality such as tracking & reviewing contacts and opportunities. 

Also, if you don’t need to integrate it with Office 365 and you don’t require more advanced CRM functionality in the long term. 

Sales Enterprise

Overview:

Sales Enterprise is the more comprehensive CRM offering from Microsoft. Giving you all the features and Office 365 collaboration that you had with Sales Professional but with the added extras of having the ability to customise processes and entities to allow you to tailor your CRM system. 

Furthermore, it provides much more comprehensive sales features as business units, sales goals and much, much more. 

Contact us for a quote

Why would you choose this? 

The main justifications for considering a new CRM system would be to build a solution that meets all your business requirements without question. In addition to improving sales processes, you’d want to build custom entities to have a better overview of your data that is needed for your industry or sector. 

Again, you may not need this straight away but further down the line you may look at other applications such as Customer Service, Project Operations and much, much more. 

What is the difference in functionality between the above Microsoft CRM Options?

 

Business Central: Managing Relationships 

Sales Professional 

Sales Enterprise 

Functionality 

 

 

 

Contact Management 

Customer & Vendor Contacts Only 

 

 

Account Management 

Customer & Vendor Contacts Only 

 

 

Lead Management 

 

 

 

Opportunity Management 

 

 

 

Pipeline Tracking 

  

  

  

Production Management 

Yes (Additional Module needed) 

  

  

Price Lists 

Yes (Additional Module needed) 

 

  

Task/Activity Management 

Limited 

  

  

Contact & Account History 

Limited 

  

  

Marketing Lists 

Limited 

  

  

Sales Cycles & Stages 

Limited 

 

  

Sales Campaigns 

 

 

  

Sales Goals 

 

 

  

Territory Management 

 

 

  

Forecasting 

 

 

  

Product Families & Relationships 

 

 

  

Competitor Tracking 

 

 

  

Sales Teams 

 

 

  

Sales Playbooks 

 

 

  

Knowledgebase 

 

 

  

Embedded Intelligence 

 

 

  

Business Units 

 

 

  

Integration with Office 365 

 

 

 

Email Tracking 

Limited 

  

  

Appointments 

 

  

  

Task Tracking 

 

  

  

Standard Power BI App available 

 

  

  

Licensing 

 

 

 

License Needed 

D365 Business Central Essentials 

D365 Sales Professional or D365 Sales Enterprise Attach 

D365 Sales Enterprise or Sales Enterprise Attach 

Team Member License Available 

  

  

  

More Storage Space Per User 

 

 

  250MB Database + 2 GB File Capacity 

PowerApps Entitlement 

 

 

Unlimited 

Implementation Costs 

£1,999 as part of new or existing BC implementation 

£3,800 as part of Quick Start CRM implementation 

Contact Advantage for a quote 

Transform the way you work

The technology you use to power your business should be helping you succeed, not getting in your way. If you want to transform the way you work and get the most out of your business, get in touch with Advantage today.

Contact Us Today 020 3004 4600
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