Keeping up to date with the latest version of Microsoft's CRM (Customer Relationship Management) solution is no longer as simple as before. Years ago, software updates were made every two years. This slower release rate has given companies enough time to upgrade without speeding up the process. Due to constantly advancing technology, Microsoft releases major software updates every two years. Many companies are struggling to keep up with this accelerated update rate. Are you one of them?
Unfortunately, when you choose to upgrade CRM 2016 to Dynamics 365 on-premise, stagnation can easily happen. The current version, Dynamics 365, reflects both a name and a license change with the transition from Dynamics 2016. Dynamics CRM users with software versions prior to version 8.2 of CRM 2016, in particular, only have '' limited access to the latest functional improvements. Microsoft knows this and encourages customers who still maintain Dynamics CRM 2016 to upgrade to Dynamics 365 as soon as possible.
Dynamics 365 merges the existing CRM application with Microsoft's ERP (Enterprise Resource Planning) platform, which is used to collect, record, manage and interpret data for the business functions of a company such as finance, marketing, sales and operations. Microsoft has developed this latest upgrade to eliminate the silos between CRM and ERP by combining them into a single software solution.

What is Microsoft Dynamics 365? How is it similar or better, or different from Microsoft Dynamics CRM, Microsoft's main customer relationship management system, which generally requires complete customization of Microsoft Dynamics CRM by a Microsoft Dynamics partner?
Artificial intelligence: Dynamics 365 uses AI algorithms to track and record user communication and interaction with customers and to predict responses. He can then provide smart, data-driven next steps. Recommend measures to improve customer relationships or suggest ready-to-close lead opportunities.
Analysis functions: By combining CRM functionality with Microsoft Power BI, users can make informed business decisions by viewing their data. Power BI dashboards are integrated into Dynamics 365 databases. Users can create impressive and interactive reports that transform, analyze and visualize data in real-time.
PowerApps: Unlike applications in CRM 2016 that are limited to a single site map or page, the Dynamics 365 application module can be used across the platform. In addition, anyone can use PowerApps to create an application or collection of applications without code, connect these applications to their data, and design business process flows without programming skills.
Unified customer interface: This standardized user experience is applied to each screen to achieve a uniform appearance. The new user interface provides improved functionality for navigation, forms, and business process flows. The responsive design adapts to users' display windows and gives them quick access to the required data.
LinkedIn integration: Dynamics 365 is assimilated to LinkedIn and offers a vast stock of professional knowledge such as custom work experience, networks, and content settings. Through integration, information from LinkedIn Sales Navigator is retrieved and all information about customers and prospects is available in one place. It shows the activity and interaction of a lead with content and offers a unique context and opportunities for new commercial contact points.
If you choose to upgrade to Dynamics 365, give up some of your control with local CRM 2016. Dynamics 365 servers are fully installed in the cloud so that users do not have direct access to them. Data indexing is performed by Microsoft support engineers. The transition process from CRM 2016 to Software-as-a-Service Dynamics 365 is cheaper in the long run because you save maintenance, hardware upgrades, and manpower. Microsoft has decided to invest exclusively in Dynamics 365. It is only a matter of time before CRM 2016 is dismantled. CRM 2016 users who are ready to take the plunge will find the process seamless if they choose a trusted Microsoft partner like Sunbridge Software Services, Inc. Our team of experienced technology and business consultants is focused on helping our customers to implement efficient technological solutions.