December 02, 2024

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CRM 2016

On premise VS online

Feature CRM Online/CRM on-premises
Productivity
Learning Path guided help CRM Online only
Dynamics CRM App for Outlook supported for CRM on-premises CRM on-premises only
Office 365 Groups enhancements CRM Online only
Email signatures for CRM users and teams Both
Email integration
Hybrid server-side synchronization (connect CRM on-premises to Exchange Online) CRM on-premises only
Mobile
Rich mobile offline experience CRM Online only
Mobile devices conditional access CRM Online only
Preview feature: Company news timeline solution CRM Online only
Service reps can search for, view, create, and edit knowledge articles Both
Sales professionals can manage quotes, orders, and invoices Both
Manage mobile devices with Intune without enrolling the device Both
Faster mobile app preparation after customization Both
Service
Self-service portals for non-CRM audience CRM Online only
Project-based sales with project service capabilities CRM Online only
Remote service with field service capabilities CRM Online only
SLAs for custom entities and other system entities Both
Interactive service hub enhancements:

  • Integrated with Unified Service Desk
  • Apply SLAs for custom entities and other system entities
  • Track progress of SLA KPIs with timer control
  • Merge cases
  • Add iFrames and web resources
  • Configure lookup field properties to show filtered records
  • Access forms and dashboards using keyboard navigation
  • Support for Apple Safari 9 browser
 Both
Unified Service Desk enhancements:

  • Integrated with interactive service hub
  • Windows Updates
  • New demo packages
  • Telemetry
 Both
Intelligence
Preview feature: Azure Machine Learning product recommendations CRM Online only
Preview feature: Azure Machine Learning knowledge base suggestions CRM Online only
Analytics
Organization Insights Dashboard shows system usage stats CRM Online only
Customization
Feedback and ratings on entities Both
Customer field for any entity Both
Package Deployer tool runs from command prompt Both
Performance
Query load time optimization Both
SDK
Create customer attributes for any entity Both
CRM Web API enhancements:

  • Filtering records based on single-value navigation properties
  • Retrieving related records for entity sets by expanding single-value navigation properties
 Both
Enhanced client API support in interactive service hub Both
Support for knowledge base search control client APIs on CRM mobile clients and the interactive service hub Both
Easily launch the interactive service hub using the CRM SiteMap Both
Apply SLAs to custom entities and specific system entities in CRM Both
Categorize entity records in CRM Both
Provide feedback and rating for entity records in CRM Both
Control how packages are deployed with the enhanced Package Deployer Both
XRM tools enhancements for connections to CRM Both
Simplified FormXML for Stream items in the interactive dashboards Both
Entities updated for improved form rendering experience and new client APIs support Both
Add SAS authorization support to CRM-Azure applications Both
Send CRM data in multiple formats to a Microsoft Azure hosted listener application Both
Integrate CRM with external event hub publishers Both

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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