News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) CRM Advice

Microsoft Dynamics CRM (Archived)

CRM Advice

(0) Share

Report

Report

Posted on by IndyKid

We are in need of a better solution for basic tracking of interactions (email, voice calls, meetings...) with our customers. We currently use SharePoint online and Office 365. We are a small company of 100 people with 4 locations. Only 10 people will be using a CRM type of system. We really like the integration of all of the Office 365 products and SharePoint but I am confused which Dynamics product would be best. I guess I am looking for a "CRM lite" version of Dynamics 365? Any advice would be appreciated.

*This post is locked for comments

All responses Img

All responses (2)

Answers Img

Answers (0)

IndyKid on at

Like (1)

Report

RE: CRM Advice

Thank you for your recommendation. After chatting with a Microsoft Rep the price point was still too high for the level of functionality that we needed.

After doing some research I found that Microsoft will be releasing Outlook Customer Manager in the near future. This is a small scale CRM type solution that will included with Office 365 (Business and Enterprise) for free. After reviewing this is the CRM "Lite" version that I was looking for. You can check out the details and availability here - [View:https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/:750:50]
Suggested answer

Andreas Cieslik 9,265 on at

Like (0)

Report

RE: CRM Advice

I would recommend to check this page:

www.microsoft.com/.../pricing

For you company size the Business Edition would be recommended, dependend on if it contains all you need.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,214 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans