Microsoft Dynamics AX VS Microsoft Dynamics CRM

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Microsoft Dynamics AX VS Microsoft Dynamics CRM

Microsoft Dynamics AX VS Microsoft Dynamics CRM, which one is best for your organisation. Microsoft Dynamics AX is particularly strong on Products, Pricing, Project Management, Service Management and is underpinned by the financial information available in the ERP.

 Microsoft Dynamics AX vs Microsoft Dynamics CRM


CRM 2015 is stronger for mobile and offline working, multi-wave marketing, social listening, Microsoft Office integration, user-definable reporting and deep Sales and Service process support.

  

Both are enterprise class business applications, and can be integrated together to offer the best of both worlds.

 

Dynamics AX (CRM)

Dynamics CRM 

User Interface

Touch Based User Interface Design

No

Yes, with no pop-up windows

Outlook Client

No

Native Outlook client

New Office 365 client

Web Client

Some functions supported

All functions supported

Mobile Functionality

Limited mobile app support

Native iOS App

Native Windows 10/Universal App

Native Android App (5.0 and above)

In-line Editable Grids

Yes

Limited Support with Product line items, Excel Online inline edit

Auto-save

No

Yes

Personalisation

Yes

Yes

Architecture & Licensing

Deployment Options

On Premises

Private Cloud

Public Cloud

On Premises

Private Cloud

Public Cloud

Subscription (Cloud) pricing

Yes

Yes

Development Sandbox

No

Yes

Offline working supported

No

Yes, including mobile offline access

Offline reporting

No

Yes

Workflow

Yes

Yes

Supports automatic creation of any record via Workflow

Real-time workflow

No

Yes

Approvals

Yes

Partial support with Workflow and Task Management

Platform Development

Yes – but with developer tools

Yes

xRM – extensible platform driven by intuitive customization tools

Integration

Exchange Server-side Synchronisation

No

Yes

Office Integration

Partial support

Drag and drop emails

Yes

Fully integrated for automated tracking of emails, appointments, tasks, contacts and phone calls

SharePoint Integration

Role Centres, Reports and Dashboards

Document Management

Document Management

Other Microsoft applications

N/A

Yammer

Bing Maps

PowerBI

Skype for Business/Lync

Skype

Sales Force Automation

Configurable Sales Process User Interface

No

Yes

Account/Contact Management

Yes

Yes

Opportunity Management

Yes

Yes

Sales Goals (Targets)

No

Yes

Mobile (tablet & smartphone) Access

No

Yes

Marketing

Email Marketing Integration

No

Yes

Social Networking Integration                     

No

Yes

Strong roadmap for social engagement and listening

 

Advanced Searching

Yes

Stronger support for finding records based on more complex queries

Yes

Marketing Lists

No

Yes

Campaign Management

Yes

Yes

Stronger support for multi-stage, multi-channel campaigns and activity distribution

Duplicate Detection

Yes

Partial Support

Configurable rules via simple wizard

Email Notification and bulk job scheduling

Lead Nurturing and Scoring

No

Separate in Microsoft Dynamics Marketing module

Digital Asset Management

No

Separate in Microsoft Dynamics Marketing module 

Budgets and Expenses

Yes

Yes

Customer Service

Contact Centre with LOB app / CTI integration

No

Yes

Unified Service Desk

Case Management

Yes

Yes

Email to Case

No

Yes

Social to Case

No

Yes

Personal and Private Queues with auto routing

No

Yes

Timer control for SLAs

No

Yes

Entitlement and SLAs

Yes

Yes

Service Management

Yes

Yes

Project Management

Yes

Yes

Products and Pricelists

Complex Product pricing

Yes

Available with 3rd party add-on

Configurable Products

Yes

Available with 3rd party add-on

 

 

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