{"id":2109,"date":"2025-10-28T11:48:24","date_gmt":"2025-10-28T09:48:24","guid":{"rendered":"https:\/\/www.sys-datgroup.com\/velika\/?p=2109"},"modified":"2025-10-28T13:15:15","modified_gmt":"2025-10-28T11:15:15","slug":"looking-for-dynamics-crm-its-in-dynamics-365-but-now-its-much-more","status":"publish","type":"post","link":"https:\/\/www.sys-datgroup.com\/velika\/en\/blog\/looking-for-dynamics-crm-its-in-dynamics-365-but-now-its-much-more\/","title":{"rendered":"Looking for Dynamics CRM? It&#8217;s in Dynamics 365! But now it&#8217;s much more"},"content":{"rendered":"\n<p>I know, you were looking for \u201c<strong>Dynamics CRM<\/strong>\u201d but you found some articles saying it was retired. Calma is not like that, or rather, it is true that it no longer exists as a product in its own right; now (actually for quite a while\u2019) <strong>it is part of Dynamics 365.<\/strong><br>The story is simple. In 2016, Microsoft merged its <strong>Customer Relationship Management<\/strong> <strong>(CRM)<\/strong> and <strong>Enterprise Resource Planning (ERP)<\/strong> solutions into a single offering called <strong>Dynamics 365<\/strong> to create a unified product that covered both features such as sales, marketing and customer service and those such as finance and operations.<\/p>\n\n\n\n<p>So, when we talk about <strong>Dynamics CRM<\/strong> today \u2013 we will also talk about Dynamics CRM because it is a research that is still being done \u2013, we will refer to the applications of Dynamics 365. But now comes the best part, because it&#8217;s not how you expect it, it&#8217;s much more.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">From Dynamics CRM to Dynamics 365: A Complete Evolution<\/h2>\n\n\n\n<p>In the past, <strong>Microsoft Dynamics CRM<\/strong> was a specific, separate solution that focused solely on features like sales, marketing, and customer service. It was, in essence, a traditional CRM system.<br>Subsequently, Microsoft unified its enterprise software offerings, combining <strong>CRM <\/strong>capabilities with <strong>Enterprise Resource Planning (ERP)<\/strong> capabilities, which manage processes such as finance, manufacturing, and supply chains. This gave birth to <strong>Dynamics 365<\/strong>, which is not a single product, but a <strong>suite of intelligent business applications.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is included in Dynamics 365?<\/h2>\n\n\n\n<p>CRM features are integrated into several &#8220;apps&#8221; within the Dynamics 365 platform, in order to offer a larger and more interconnected ecosystem.<br>\u25cf<strong>Dynamics 365 Sales<br>\u25cfDynamics 365 Marketing<br>\u25cfDynamics 365 Customer Service<br>\u25cfDynamics 365 Field Service<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Dynamics 365 Sales<\/h3>\n\n\n\n<p>Dynamics 365 Sales you can give your team a complete overview of customers to seize new opportunities. The sales module allows you to:<br>\u25cf share performance and key metrics with staff.<br>\u25cf identify and interact with the right customers to build strong relationships.<br>\u25cf leveraging AI to drive stocks every step of the way through the sales process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Dynamics 365 Marketing<\/h3>\n\n\n\n<p>You can manage multi-channel campaigns and improve your return on investment. With the marketing module you can:<br>\u25cf send the right message, at the right time, to the right customer.<br>\u25cf integrate sales and analytics to cultivate and convert leads.<br>\u25cf create personalized communications using customers&#8217; preferred channel.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Dynamics 365 Customer Service<\/h3>\n\n\n\n<p>Dynamics 365 Customer Service helps you:<br>\u25cf interact with customers on the channels they prefer.<br>\u25cf use data and insights to improve service and reduce costs.<br>\u25cf have a complete view of the customer to provide personalized support.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Dynamics 365 Field Service<\/h3>\n\n\n\n<p>With Field Service you can:<br>\u25cf improve the efficiency of technicians and reduce resolution time.<br>\u25cf automate planning based on skills and availability.<br>\u25cf offer customers a self-service portal to monitor technicians or receive advice. <\/p>\n\n\n\n<p>In addition to these, Dynamics 365 also includes ERP apps, such as <strong>Dynamics 365 Finance<\/strong> and <strong>Dynamics 365 Supply Chain Management<\/strong>. The big difference is that all these apps, despite being modular, are designed to integrate seamlessly with each other and with other Microsoft products, such as <strong>Microsoft 365<\/strong> (formerly Office 365) and the <strong>Power Platform <\/strong>(Power BI, Power Apps, Power Automate).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Do you want a CRM system? Here&#8217;s what you need to pay attention to<\/h2>\n\n\n\n<p>Let&#8217;s do a little recap: when choosing a CRM system, it is essential that it is <strong>adaptable<\/strong>. An effective system must not only integrate with your current technologies, but must also possess three essential features:<br>\u25cf<strong> Extensibility<\/strong>: The system must support multiple deployment modes, whether you prefer a <strong>cloud<\/strong> solution or an <strong>on-premise<\/strong> one.<br>\u25cf <strong>Security<\/strong>: must allow you to customize security levels for each user, based on their role within the organization.<br>\u25cf <strong>Scalability<\/strong>: Must be able to grow with your business, supporting expansion into new markets and simplifying daily processes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Dynamics 365 vs Main Competitor<\/h2>\n\n\n\n<p>As we said before, Microsoft Dynamics 365 is not a simple CRM, it supports you with:<br>\u25cf<strong> SEAMLESS INTEGRATION<\/strong> \u2013 connects natively and effortlessly with the entire Microsoft ecosystem, such as <strong>Office 365, Outlook, and SharePoint<\/strong>, creating a unified workflow.<br>\u25cf <strong>INTELLIGENCE AND AUTOMATION<\/strong> \u2013 leverages <strong>artificial intelligence<\/strong> to provide advanced analytics and automate repetitive tasks, freeing up time for more strategic tasks.<br>\u25cf <strong>FLEXIBILITY AND SCALABILITY<\/strong> \u2013 is a<strong> scalable cloud<\/strong> solution that adapts to your company&#8217;s growth needs, while also offering full mobile compatibility.<br>\u25cf<strong> UNIFIED SOLUTION<\/strong> \u2013 unlike many other CRMs, Dynamics 365 also natively integrates <strong>enterprise resource planning (ERP)<\/strong> capabilities such as finance and supply chain.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><em>CRM<\/em><\/td><td><em>Strengths of Dynamics 365<\/em><\/td><td><em>Competitor Distinctive Notes<\/em><\/td><\/tr><tr><td><strong>Salesforce<\/strong><\/td><td>Strong integration with the<br>Microsoft ecosystem; offers<br>more flexible costs.<\/td><td>Market leader, but integration<br>can be complex and IT costs<br>higher.<\/td><\/tr><tr><td><strong>HubSpot<\/strong><\/td><td>Advanced collaboration and<br>automation capabilities.<\/td><td>Simple and intuitive user<br>interface, quicker to implement<br>and use.<\/td><\/tr><tr><td><strong>Oracle CRM &amp; SAP<\/strong><\/td><td>Greater ease of use and<br>implementation.<\/td><td>Very powerful solutions but<br>often more complex and<br>expensive to implement.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Microsoft Dynamics 365<\/strong> is the ideal choice for companies looking for a <strong>complete, scalable system perfectly integrated<\/strong> with their business processes, going beyond simple customer management.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Dynamics 365 in the cloud<\/h2>\n\n\n\n<p>One of the main advantages of using a <strong>SaaS version of Dynamics 365<\/strong> is that the software does not have to be installed on user devices: which means that implementation is easier and faster. The <strong>cloud is an ideal choice especially for small businesses<\/strong>, which would otherwise be penalized by high hardware and maintenance costs.<br>To use Dynamics 365 in the cloud, all you need is an updated browser such as <strong>Microsoft Edge, Internet Explorer, Google Chrome or Apple Safari<\/strong> and an operating system no earlier than <strong>Windows 7<\/strong> for PC or <strong>macOS 10.10 <\/strong>for Apple devices.<br>Of course, the more memory the device has, the faster and more stable the web browser experience will be.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Dynamics 365 on-premise<\/h2>\n\n\n\n<p>For <strong>on-premise versions<\/strong> the hardware and system requirements are more complex. Microsoft recommends specific configurations to ensure efficient Dynamics 365 execution on-premises.<\/p>\n\n\n\n<p><br><strong>Processor:<\/strong> x64 architecture or minimum compatible 1.5 GHz dual-core processor. Quad-core CPUs with 2 GHz or higher x64 architecture are recommended, such as AMD Opteron or Intel Xeon systems.<br><strong>Memory<\/strong>: minimum 4 GB of RAM, recommended 8 GB of RAM or more<br><strong>Hard disk<\/strong>: Minimum of 10 GB of available hard disk space, recommended 40 GB or more of available hard disk space<\/p>\n\n\n\n<p>Source: \u00a0<a href=\"https:\/\/www.nigelfrank.com\/insights\/everything-you-ever-wanted-to-know-about-dynamics-crm\/\">https:\/\/www.nigelfrank.com\/insights\/everything-you-ever-wanted-to-know-about-dynamics-crm\/<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">But what to choose between Dynamics 365 on cloud or on-premise?<\/h2>\n\n\n\n<p>We can&#8217;t tell you which one to choose, it depends on your company and your goals. However, users who choose the <strong>cloud version<\/strong> have access to advanced <strong>business intelligence<\/strong> tools that not only store and process data, but <strong>learn from it<\/strong> thanks to <strong>machine learning<\/strong> capabilities.<\/p>\n\n\n\n<p><br>It also offers a <strong>99.9% uptime guarantee<\/strong> and robust <strong>disaster recovery<\/strong> capabilities. Data is duplicated on alternative servers and traffic is balanced between multiple servers, thus minimizing any interruptions and ensuring operational continuity. Data backup is also automatic: no more worries about protecting local servers, all information is safe.<\/p>\n\n\n\n<p>Finally, the cloud makes managing business growth simple and flexible: you can <strong>add or remove users<\/strong> <strong>and applications<\/strong> at any time, without having to invest in new servers or hardware. You only pay for what you use, with no hidden infrastructure-related costs.<br>In contrast, with an <strong>on-premise<\/strong> version, server, backup and scalability management is the responsibility of the company. Expanding infrastructure often requires <strong>investment in new servers and processors<\/strong> to cope with increased demand.<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/www.sys-datgroup.com\/velika\/en\/contatti\/\">If you still have more questions we are here for you<\/a>. Velika has been a distributor of Microsoft Dynamics 365 Business Central for years, furthermore we are able to customize it and add vertical functions for each individual sector, even the most specialized ones, so as to be able to enjoy a complete vision of company data.<\/strong><\/p>\n\n\n\n<p>SOURCES: <a href=\"https:\/\/www.microsoft.com\/en-us\/dynamics-365\/topics\/crm\/crm-system\">https:\/\/www.microsoft.com\/en-us\/dynamics-365\/topics\/crm\/crm-system<\/a>; <\/p>\n\n\n\n<p><a href=\"https:\/\/www.nigelfrank.com\/insights\/everything-you-ever-wanted-to-know-about-dynamics-crm\/\">https:\/\/www.nigelfrank.com\/insights\/everything-you-ever-wanted-to-know-about-dynamics-crm\/<\/a>; <a href=\"https:\/\/clickup.com\/it\/blog\/39900\/alternative-a-microsoft-dynamics\">https:\/\/clickup.com\/it\/blog\/39900\/alternative-a-microsoft-dynamics<\/a><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>I know, you were looking for \u201cDynamics CRM\u201d but you found some articles saying it was retired. Calma is not like that, or rather, it is true that it no longer exists as a product in its own right; now (actually for quite a while\u2019) it is part of Dynamics 365.The story is simple. In [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":2106,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[75],"tags":[],"class_list":["post-2109","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"featured_image_src":"https:\/\/www.sys-datgroup.com\/velika\/wp-content\/uploads\/sites\/25\/2025\/10\/dynamics-crm_share.jpg","author_info":{"display_name":"mariellapizzilli","author_link":"https:\/\/www.sys-datgroup.com\/velika\/en\/author\/mariellapizzilli\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Dynamics CRM is Dynamics 365: cloud modules and benefits<\/title>\n<meta name=\"description\" content=\"Discover Dynamics CRM now included in Dynamics 365, the available modules, the advantages of cloud and on-premise, and why it is suitable for companies.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sys-datgroup.com\/velika\/en\/blog\/looking-for-dynamics-crm-its-in-dynamics-365-but-now-its-much-more\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dynamics CRM is Dynamics 365: cloud modules and benefits\" \/>\n<meta property=\"og:description\" content=\"Discover Dynamics CRM now included in Dynamics 365, the available modules, the advantages of cloud and on-premise, and why it is suitable for companies.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sys-datgroup.com\/velika\/en\/blog\/looking-for-dynamics-crm-its-in-dynamics-365-but-now-its-much-more\/\" \/>\n<meta property=\"og:site_name\" content=\"Velika\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-28T09:48:24+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-28T11:15:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.sys-datgroup.com\/velika\/wp-content\/uploads\/sites\/25\/2025\/10\/dynamics-crm_share.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"mariellapizzilli\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"mariellapizzilli\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.sys-datgroup.com\\\/velika\\\/en\\\/blog\\\/looking-for-dynamics-crm-its-in-dynamics-365-but-now-its-much-more\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.sys-datgroup.com\\\/velika\\\/en\\\/blog\\\/looking-for-dynamics-crm-its-in-dynamics-365-but-now-its-much-more\\\/\"},\"author\":{\"name\":\"mariellapizzilli\",\"@id\":\"https:\\\/\\\/www.sys-datgroup.com\\\/velika\\\/en\\\/#\\\/schema\\\/person\\\/86da8714d6c0c4a831a8317fc0b8379f\"},\"headline\":\"Looking for Dynamics CRM? 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