CRM to Micrsoft Dynamics 365

Many times business owners get asked about migrating to dynamics 365. Those who have already moved to dynamics 365 online get asked about the changes it introduced to the company. In this article post, we will talk about the benefits and the reasons to shift from dynamics to CRM dynamics 365 in the cloud from on-premises application.

App options

Microsoft Dynamics 365 Services includes lots of applications, i.e. CRM, ERP, Project service, marketing, field service, retail, build-your-own. There is no single app that fits all, you can select the app you require to get benefits in Dynamics 365.

Company Microsoft has issued Dynamics 365 versions – online and on-premises. For example, Dynamics 365 Finance and operations is available as Dynamics AX for on-premises users. Other apps like Dynamics marketing and talent are the latest and created in the cloud first, thus, these are unavailable for on-premises. Microsoft is getting progress in the field like security and compliance in such a way that the choice of cloud app would become easier in the future. Certain organizations can still find some reasons to stick to the on-premises applications.

Easy to setup

Migrating to dynamics 365 apps online has its own convincing reasons related to functionality, differences, and data migration. For instance, let’s discuss about the time taken by companies to install dynamics 365 CRM in the cloud VS an on-premises setup of an available CRM installation. In the Dynamics 365 online, you decide for the app you need to install and setup a production instance in just a few minutes. On-premises setup requires enough SQL DB space on the SQL server to develop the CRM Org inside dynamics 365 deployment manager.

For D365 CE, there will be a list of features that you can only avail within the online version. You will have to migrate to the online version to cater your need for some of these features. Keep this in mind that latest functionality and features are already included to Dynamics 365 products inside the cloud version initially and this list may grow in future.

App management control

Earlier, the debate on cloud migration was the letting go of control over your app management like backup, upgrades, security, and complete app management. The Dynamics team released the Dynamics 365 CE online management API with which business or its trusted partners can run management activities or tasks and more efficiently use API calls.

Power BI tool

Power BI is a business intelligence tool by Microsoft which brings analytics ability to Dynamics CRM. In earlier CRM release, Microsoft has released connectors for CRM online that enable businesses to fetch data into Power BI. However, Dynamics 365 empowers them to connect the data and pull those Power BI dashboards back within CRM. This eliminates the drop out user rate for CRM. It is obvious that a CRM that can cater every need of a business is the product which will be more used. This brings higher ROI when a company’s employees get easy access to the system.

Non-developer tools for building apps

Earlier, visual designers were brought by Microsoft that helped in creating business process flows to let businesses create custom processes within the CRM system to guide users/people. A new version of functionality is released with D365 that includes a visual designer. These drag-and-drop processes make it easier for staff employees to create and deploy the process flows.

Microsoft flow is next best addition to the cloud suite. Flow lets staff employees to create instant integrations with different apps.

Power Apps tool enables developers to create mobile apps in a drag-drop non-code environment. Such apps will allow staff to design customize mobile apps to meet company’s CRM needs. This is all done without any help of a developer.

Common data model

With Dynamics 365, it is now possible to setup interaction for your ERP and CRM software to each other. You could have your operational and financial data that shares a common data source. Custom integration involves more budget and still hard to test. You will have to continuously monitor it to ensure the integrations are performing their functions as expected. But with ERP and CRM engagement, you can save a lot more than you think.

Custom reports

You can have a direct access to the SQL database for the application if you are using Dynamics 365 CE on-premise. You can create your customize reports, queries, and avail complete database access. In Dynamics 365 CE online, you won’t get access to live database for the app and this restricts you in terms of data reporting and querying. Microsoft has resolved this drawback by introducing another online service like SQL on Azure and data export service in D365 CE.

Now you can schedule to export data of Dynamics 365 to your personal SQL and later query data. You can use Power BI to create custom reports. 

Data migration is tricky, but MS dynamics 365 and its tools provide assistance for migrating data. You can get in touch with Dynamics 365 online consultants to get help with development, designing, and integration of systems for seamless experience.