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Microsoft Dynamics AX VS Microsoft Dynamics CRM
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 CRM 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 |
Looking for a Microsoft Dynamics AX partner or a Microsoft Dynamics CRM Partner, please get in contact with ebecs.
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