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