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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Advice
Microsoft Dynamics CRM (Archived)

CRM Advice

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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.

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  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at

    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.

  • IndyKid Profile Picture
    IndyKid on at

    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]

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