Which CRM is best for ME?

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I am an independent Manufactures Rep.; Salesman. Using Office 365 on my Microsoft Surface Pro 4 and Windows 10. I have used ACT! for many years but not for several years and I am looking of a CRM. I need it to fully function without an Internet connection when traveling but would like to back up the data when in range of an internet connection. ONE USER...ME. FYI I am in the Chicago area and travel IL, IN and WI.

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PS 23,577 on at

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MS CRM does have offline capabilities. Which CRM is best for you....I cant comment on that because it involves a lot of things for e.g. licensing cost

But the features you are looking for are available in MS CRM Out of the box.

I can say that MS CRM is a market leader when it comes to CRM Applications.

Following are few URLs, which might help you:

MS CRM offline on outlook

www.microsoft.com/.../work-offline-with-dynamics-365-for-outlook.aspx

MS CRM offline on Mobile

www.microsoft.com/.../work-offline-in-dynamics-365-for-phones-and-tablets.aspx

Going offline

www.microsoft.com/.../example-of-going-offline-with-dynamics-365-for-outlook.aspx

Hope it helps !

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JohnAnonymous 5,241 on at

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The only way to work CRM offline is to use the Outlook Client, or the mobile app that has an offline modus.

App: www.microsoft.com/.../work-offline-in-dynamics-365-for-phones-and-tablets.aspx

Outlook client: www.microsoft.com/.../work-offline-with-dynamics-365-for-outlook.aspx

If you are looking for a local installed version of CRM on your Surface Pro 4, then Dyanmics CRM is not for you. I don't think it's supported to install an onpremises version on Windows 10 and I would most definitely not recommend doing so.

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The CRM integration I'm using which is called Tenfold has a click to dial function, you can check out their integrations and even MS Dynamics integration here www.tenfold.com/.../dynamics

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Nadeeja Bomiriya 6,804 on at

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Hi WoJack,

In addition to Prashant and Martijn's suggestions, I would like to add comment regarding pricing.

Unlike earlier versions, the new Dynamics 365 (Online) Enterprise Plan 1 doesn't have a minimum user requirement.

https://community.dynamics.com/crm/b/dynamicscrmdevdownunder/archive/2016/10/22/quick-summary-of-dynamics-365-licensing

Since you are already using Office 365, you can try out Dynamics 365 for 30 days using below link.

https://signup.microsoft.com/Signup?OfferId=bd569279-37f5-4f5c-99d0-425873bb9a4b&dl=DYN365_ENTERPRISE_PLAN1&Culture=en-us&Country=us&flight=AdminOnCustomization&ali=1

Cheers,

Nadeeja

If the answer solves your problem, please mark as Verified. Thanks.

My Blog: http://dyn365apps.com/ - Follow me on Twitter: https://twitter.com/dyn365apps

LinkedIn: https://www.linkedin.com/in/nadeeja

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