Microsoft Dynamics 365 Sales

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Microsoft Dynamics 365 Sales
Developer(s)Microsoft
Initial release2003; 20 years ago (2003)
Stable release
Dynamics 365 / February 2018; 5 years ago (2018-02)[1]
Operating systemWindows
Available inMultilingual
TypeCustomer relationship management
LicenseTrialware
Websitedynamics.microsoft.com

Microsoft Dynamics 365 Sales is a customer relationship management software package developed by Microsoft. The current version is Dynamics 365. The name and licensing changed with the update from Dynamics 2016.[2][3]

Release History[edit]

Old Microsoft Dynamics CRM logo

Microsoft CRM 1.2[edit]

Microsoft CRM 1.2 was released on December 8, 2003.[4] Microsoft CRM 1.2 was not widely adopted by industry.[5]

It was not possible to create custom entities but there was a software development kit (SDK) available using SOAP and XML endpoints to interact with it.

Microsoft Dynamics CRM 3.0[edit]

The second version was rebranded as Microsoft Dynamics 3.0 (version 2.0 was skipped entirely) to signify its inclusion within the Dynamics product family and was released on December 5, 2005.[6] Notable updates over version 1.2 are the ease of creating customizations to CRM, the switch from using Crystal Reports to Microsoft SQL Reporting Services, and the ability to run on Windows Vista and Outlook 2007.

Significant additions released later by Microsoft also allowed Dynamics CRM 3.0 to be accessed by various mobile devices and integration with Siebel Systems. This was the first version that saw reasonable take up by customers.

You could create custom entities and (1xN) relations between the system/custom entities.

Microsoft Dynamics CRM 4.0[edit]

Dynamics CRM 4.0 (a.k.a. Titan) was introduced in December 2007 (RTM build number 4.0.7333.3 Microsoft CRM build numbers from version 4.0 to version 8..;). It features multi-tenancy, improved reporting security, data importing, direct mail merging and support for newer technologies such as Windows Server 2008[7] and SQL Server 2008 (Update Rollup 4).[8]

Dynamics CRM 4.0 also implements CRM Online, a hosted solution[buzzword] that is offered directly by Microsoft. The multi-tenancy option also allows ISVs to offer hosted solutions[buzzword] to end customers as well.

Dynamics CRM 4.0 is the first version of the product, which has seen significant take up in the market and passed the 1 million user mark in July 2009.[9]

Additional support for NxN relations was added, which solved a lot of 'in between' entities. "Connections" were also introduced in favour of "Relations". The UI design was based on Office 2007 look and feel, with the same blue shading and round button as "start".

Microsoft Dynamics CRM 2011[edit]

Dynamics CRM 2011 was released to open Beta in February 2010. It then went into Release Candidate stage in December 2010. The product was then released in February 2011 (build number 5.0.9688.583)

Browsers such as Internet Explorer, Chrome and Firefox browsers are fully supported since Microsoft Dynamics CRM 2011 Update Rollup 12.[10] Because of this browser compatibility R12 was highly anticipated but also caused a lot of stress for customers that had used unsupported customizations. R12 broke those customizations and clients had to rethink their changes. Microsoft offered additional wizards to pinpoint the problems.

Microsoft Dynamics CRM 2013[edit]

Dynamics CRM 2013 was released to a closed beta group on the 28th of July 2013. Dynamics CRM 2013 Online went live for new signups in October 2013. It was released in November 2013 (build number 6.0.0000.0809).

Microsoft Dynamics CRM 2015[edit]

On Sept. 16, 2014, Microsoft announced that Microsoft Dynamics CRM 2015, as well as updates to its Microsoft Dynamics CRM Online and Microsoft Dynamics Marketing services, will be generally available in the fourth quarter of 2014. Microsoft also released a preview guide with details.

On Nov 30, 2014 Microsoft announced the general availability of Microsoft Dynamics CRM 2015 and the 2015 Update of Microsoft Dynamics Marketing.[11]

On Jan 6, 2015, Microsoft announced the availability of a CRM Cloud service specifically for the US Government that is designed for FedRAMP compliance.[12]

Microsoft Dynamics CRM 2016[edit]

Microsoft Dynamics CRM 2016 was officially released on November 30, 2015.[13] Versions for CRM 2016 was 8.0, 8.1 and 8.2. With version 8.2 the name, Microsoft Dynamics CRM 2016, was changed to Dynamics 365

Microsoft Dynamics CRM 2016 was officially released on November 30, 2015. It includes advancements in intelligence, mobility and service, with significant productivity enhancements.[14] In June 2016 was developed a special application which sends scanned info from business cards into MS Dynamics CRM named Business Card Reader for MS Dynamics and Call Tracker application in 2017.

Microsoft Dynamics 365 Sales[edit]

Microsoft Dynamics 365 was officially released on November 1,2016 as the successor to Dynamics CRM.[15] The product combines Microsoft business products (CRM & ERP Dynamics AX).

The on-premises application, called Dynamics 365 Customer Engagement contained the following applications:

  • Dynamics 365 for Sales
  • Dynamics 365 for Customer Service
  • Dynamics 365 for Marketing
  • Dynamics 365 for Field Service
  • Dynamics 365 for Project Service Automation

The offerings Dynamics 365 for Finance and Operations cover the ERP needs, such as book-keeping, invoice and order handling and manufacturing.

In Dynamics 365 version 9.0.0.1 many notable features like Virtual entities in Dynamics 365,[16] Auto Numbering Attributes, Multi Select Options sets etc. were introduced.

Support & End of life[edit]

Version Release Date End of Mainstream Support End of Extended Support
Microsoft CRM 1.2 October 31, 2003[17] January 9, 2007[17] N/A
Microsoft Dynamics CRM 3.0 December 1, 2005[18] April 12, 2011[18] April 12, 2016[18]
Microsoft Dynamics CRM 4.0 February 29, 2008[19] April 9, 2013[19] April 10, 2018[19]
Microsoft Dynamics CRM 2011 May 18, 2011[20] July 12, 2016[20] July 13, 2021[20]
Microsoft Dynamics CRM 2013 January 12, 2014[21] January 8, 2019[21] January 9, 2024[21]
Microsoft Dynamics CRM 2015 February 11, 2015[22] January 14, 2020[22] January 14, 2025[22]
Microsoft Dynamics CRM 2016 November 30, 2015[23] January 12, 2021[23] January 13, 2026[23]
Microsoft Dynamics 365 November 1, 2016[15] N/A (follows Microsoft Modern Lifecycle Policy[24])

See also[edit]

References[edit]

  1. ^ "What's new for administrators and customizers in Microsoft Dynamics 365". technet.microsoft.com.
  2. ^ "microsoft.com". microsoft.com. Retrieved 2011-12-22.
  3. ^ "Best CRM Software - 2018 Reviews of the Most Popular Systems". www.capterra.com.
  4. ^ "Enhanced Microsoft Business Solutions CRM 1.2 Is Available in North America" Microsoft website
  5. ^ "Beginners Guide to MB2-717 Exam - MB2-717 Exam Dumps Questions Answers". Retrieved 7 Aug 2018.
  6. ^ "Microsoft Announces General Availability of Microsoft Dynamics CRM 3.0". Microsoft.com. Retrieved 2011-12-22.
  7. ^ "Support for Microsoft Dynamics CRM 4.0 on Windows Server 2008-based computers" Microsoft Website
  8. ^ "Support for running Microsoft Dynamics CRM 4.0 together with Microsoft SQL Server 2008" Microsoft Website
  9. ^ "Microsoft Dynamics CRM Passes 1 Million User Mark and Expands xRM Initiative" Microsoft Website
  10. ^ "Browser compatibility introduced with Microsoft Dynamics CRM 2011 Update Rollup 12 and later versions". microsoft.com. Retrieved 2014-01-10.
  11. ^ "Ringing in the holidays with CRM 2015" Microsoft website
  12. ^ "Microsoft Dynamics CRM Online Government Now Generally Available to All U.S. Government Customers" Microsoft website
  13. ^ "New Microsoft Dynamics CRM breaks down silos between marketing and sales". Microsoft. Waggener Edstrom Worldwide. 16 September 2014. Retrieved 22 September 2014.
  14. ^ [1] CRM Software Blog
  15. ^ a b "New Microsoft Dynamics 365 service marries CRM to ERP". TechTarget.
  16. ^ "Virtual Entity in Dynamics 365 V9.0 New Features". Dynamix Academy. 2019-04-29. Retrieved 2020-06-15.
  17. ^ a b "Dynamics CRM 1.2 - Microsoft Lifecycle". Microsoft Learn. Retrieved 2023-01-12.
  18. ^ a b c "Dynamics CRM 3.0 - Microsoft Lifecycle". Microsoft Learn. Retrieved 2023-01-12.
  19. ^ a b c "Dynamics CRM 4.0 - Microsoft Lifecycle". Microsoft Learn. Retrieved 2023-01-12.
  20. ^ a b c "Dynamics CRM 2011 - Microsoft Lifecycle". Microsoft Learn. Retrieved 2023-01-12.
  21. ^ a b c "Dynamics CRM 2013 - Microsoft Lifecycle". Microsoft Learn. Retrieved 2023-01-12.
  22. ^ a b c "Dynamics CRM 2015 - Microsoft Lifecycle". Microsoft Learn. Retrieved 2023-01-12.
  23. ^ a b c "Dynamics CRM 2016 (Dynamics 365) - Microsoft Lifecycle". Microsoft Learn. Retrieved 2023-01-12.
  24. ^ "Dynamics 365 for Finance and Operations - Microsoft Lifecycle". Microsoft Learn. Retrieved 2023-01-12.

External links[edit]