Dynamics 365 is designed to run in the cloud on Azure, with a new set of tools including Flow (workflow tool), Power BI (business intelligence tool) and Power Apps (back-end integration tool) which includes a front deployment tool for Desktop, mobile and web.

The product integrates with Office 365, and features an AppSource market place to provide extended third party functionality. So, Microsoft can provide updates directly to third party vendors, who can automatically pass on continuous improvement to their customers as Dynamics 365 develops.  This arrangement has worked well with CRM already, and updates have been relatively seamless as far as the end user is concerned.

Dynamics 365 will be available in two editions, Enterprise and Business.

Enterprise includes Operations (also known as Dynamics AX), which has Sales, Marketing, Field Service, Professional Services and Customer Service.

Business Edition has Financials, Sales and Marketing.  Financials feature a new application code called Madeira. It’s based on NAV, but you can still use NAV, GP and SL, much as they are today.

Dynamics 365 will be offered under the Cloud Solution Partner (CSP) Programme which lets Microsoft Partners invoice their customers directly, something missing from the previous CRM Online, where Microsoft invoiced clients. This allows Partners to maintain a close customer relationship and provide added-value support services that can be included with the invoice.

And be aware that switching to Dynamics 365 means your Microsoft CRM Online functionality will go, but will be replaced by modules with the new Dynamics 365 branding. This is likely to happen on your subscription anniversary.

Accessing Dynamics 365

You’ll be able to access the components of Dynamics 365 from the Office 365 Admin.

Microsoft CRM-Dynamics CRM-Dynamics 365

Below is a sales quote in Madeira. The lead, opportunity and quote started inside the sales functionality would all be recognisable from the old CRM style. The Entity Quote would be common but the view may have been modified for each form used by Sales people and finance people could be different if required.

Dynamics CRM - Microsoft CRM-Dynamics 365

Quotes could be accessed from sales Module, for example.

Microsoft CRM-Dynamics CRM-Dynamics 365

When will Dynamics 365 launch?

It looks like a version of Dynamics 365 with Madeira launched in the US in November 2016, with Marketing and Sales additions following on. This is probably a sign that the work being done on CRM will allow two modular products – perhaps with different levels of functionality for Enterprise and Business – to be sold as bundles.

There will be four other countries in the next launch round. I’m betting that the UK and Australia are included, both English speaking countries. And perhaps New Zealand, given the worldwide recognition for the NZ launch and the success of Office 365 here.

What will it cost?

US pricing was released on November 1st and it includes:

  • There are two different price lists for the Enterprise and Business versions.
  • There is functional and modular pricing.
  • You can choose align options and modular options.
  • The Application Platform is included in the price, with Power Apps, Power BI and Flow embedded in the product.
  • There is a new CRM price list to go with the Dynamics 365 one.
  • There will be additional charges for Enterprise Type functionality.

What I think

As a CRM practitioner, I’m excited by the new product. I think Dynamics 365 can only increase my opportunities to grow and adapt professionally.

John Biggs is a CRM Consultant with Olympic Software. He has 12 years experience working with Microsoft Dynamics CRM. He enjoys helping our clients to  improve their sales using Dynamics CRM. He often shares relevant information and articles on his social media channels. You can follow him on Twitter, connect with him via LinkedIn or contact him at: john.biggs@olympic.co.nz.