Feature Overlap
Confused about what each of the Microsoft Dynamics products can do? Here is a table that might help.
FeatureMicrosoft Dynamics
Phone and Tablet Clients
Phone App
A phone app was first released CRM in version 2013.
It was updated for the Online 2015 Update
Microsoft Dynamics Products
Microsoft Dynamics CRM - Online
ProductPricingNotes
User Subscription License (USL)
Minimum purchase of five CRM Professional USLs is required for
Opportunities: Stage, Pipelines and Phases
As Dynamics has evolved, the way to determine the stage of an opportunity has changed. There are three periods to
Yammer
Yammer was acquired by Microsoft and is available stand-alone or can be integrated with Microsoft Dynamics CRM.
Prior to Yammer,
Qualifying Leads in CRM 2013
Leon Tribe, a fellow MVP, has a great article on qualifying leads in CRM 2013 and how the behaviour has
Charts and Currency Fields
When creating charts that use currency fields you might wonder, as I did, how aggregration of records on a currency
Microsoft Acquisitions and Partnerships
Businesses acquired by Microsoft to extend the feature set of Microsoft Dynamics CRM.
CompanyDate AcquiredProducts Marketing PilotOct 2012Marketing automation NetBreezeMar
A new book on Microsoft Dynamics CRM report writing
Fellow MVP, Damian Sinay, has published a book on report writing for Dynamics CRM.
Writing reports for Microsoft Dynamics CRM
Changing currency or price list on sales records
Sales records (opportunity, quote, order and invoice) have a currency field which determines the price lists that can be used