As I revised for the MB2-710 exam (Microsoft Dynamics CRM 2016 online deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for this exam.
In this posts I will cover;
- Accessing CRM online
I am sure you already know that CRM online is Microsoft’s cloud-based version of Microsoft Dynamics CRM. Subscriptions are paid to Microsoft on a monthly basis per user and may include other Office 365 products. For example, it will be common to host Exchange, CRM and SharePoint as one integrated solution under the Office 365 banner. This means the CRM is administered in the same Office 365 admin center as the other Office 365 products.
It is worth knowing that this isn’t the only way to buy CRM! Options include;
- CRM online (as discussed)
- CRM on premise (a local installation of all required software components on your own servers)
- Partner hosted (Essentially operated like CRM on line but the service is provided by a Microsoft partner on their servers)
Accessing Microsoft Dynamic CRM Online
CRM online can be accessed in a variety of ways as described below.
|No Installation||Web browser||You can use a web browser, such as Chrome to access CRM online. One advantage of this approach is that there is nothing to install.
Supported browsers include Internet Explorer version 10 & 11 and Edge. (FYI: Older version of IE may work but are not supported.) Plus, latest versions of Mozilla Firefox, Google Chrome and Apple Safari
|Installed Apps||Microsoft Dynamics CRM for Outlook||An app that provides integration between Outlook and CRM. Including emails, tasks and appointments. Plus, access to CRM data from within outlook
This can take the form of the CRM for Outlook client installed with the full outlook client. Or the Outlook App used with webmail.
The CRM Outlook client requires Microsoft Office 2010, 2013 or 2016. Running on Windows 7, 8, 8.1 or 10. (IE 10 or 11 must also be installed.)
Note: The outlook client supports offline data access.
|Microsoft Dynamics CRM for phones express||Phone Express is the previous version of the phone application. It should be considered deprecated and you should use CRM for phones instead.|
|Microsoft Dynamics CRM for phones||Provides a rich phone app. Supports iOS 8.1 and later. Android 4.4, 5.0 and 6.0. Plus windows phones 8.1 and 10.
BlackBerry is not supported. (But CRM can be accessed using BlackBerry mobile browser.)
|Microsoft Dynamics CRM for Tablets||Available for windows, iOS and Andriod tablets.
For iPad you require a third generation ipad or later. Used on tablets with 9-inch or larger screens.
Andriod 4.2, 4.3, 4.4, 5.0 and 6.0 are supported. Devices need 7 inches or larger screens.
On windows tablets you will need windows 8 or later. 1 Gb memory plus a screen resolution of 1366 x 768 (720p)
|3rd Party tools / developement||Custom apps and portals||An example of a 3rd party app would be the RESCO mobile application which incidentally is used with the Field Service module of CRM.|
Microsoft Dynamics CRM online provides a multi-tiered licensing model. A model that gives the following benefits;
- You can mix and match different types of licenses to accommodate the specific needs of your business and save money in the process.
- You can choose from highly competitive offerings with a low Total Cost of Ownership.
- You acquire licenses based on the functionality you require, rather than how you access the system.
- You use a consistent licensing model that applies equally to online and on-premises solutions built on Microsoft Dynamics CRM.
- You can access CRM data with your mobile device at no additional charge.
Each user must have a named user subscription license. (Known as USL.) This grants non-perpetual access for Microsoft Dynamics CRM online. Each user must have their own license and license cannot be shared.
In CRM online server licenses are not used!
A subscription includes one production instance of CRM and 5Gb of storage. Additional production instances, non-production instances (sandboxes) and additional storage can be purchased for a monthly charge.
One additional non-production instance is included with 25 or more professional or Enterprise user licenses.
For each 20 professional or enterprise licenses storage capacity increases by 2.5Gb. Up to a maximum of 50Gb. (When additional storage can be purchased for a monthly fee.)
You can mix and match licenses subject to a minimum purchase of 5 professional licenses.
License plans include;
|Employee self service||Access to CRM knowledge management through portals, applications and devices.|
|Essential||Provides access to custom applications built on Microsoft Dynamics platform. Makes use of notes, activities and custom entities.|
|Basic||Provides access to core entities, including accounts, contact, leads and cases. Also provides access to reports, dashboards and visualizations.
Provides read-only access to sales entities including opportunities, goals, contracts, quotes, orders, invoices and competitors.
Provides read-only access to marketing campaigns, marketing lists and price lists.
Provides read-only access to reports, charts and dashboards.
|Professional||Provides full access to CRM capabilities. Including sales, marketing and customer service. Includes Unified Service Desk.|
|Enterprise||In additional to all features included in the professional license additional access to social engagement, and dynamics marketing is included. Plus the ability to create and publish voice of the customer surveys.|
FYI: The restrictions of essential, basic and professional are not enforced by Microsoft Dynamics CRM. It is recommended that you create security roles to restrict access to maintain compliance.
OTHERS: premium support, additional messages for marketing, additional capacity for document listening for social engagement can all be purchased for additional monthly charges.
NOTE: I do not intend these notes to be an exhaustive list of all license combinations. You should also be aware that Microsoft may make minor changes to what is or isn’t included. I am simply trying to list the basics I think you will need to understand for the MB2-710 exam. Consult the Microsoft sites for the latest details.
In my next post I will continue this series helping anyone revising for the MB2-710 exam. J