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What is customer relationship management (CRM)?

Customer relationship management—often called CRM, CRM system, or CRM software—is a hybrid business solution that can increase sales and marketing efficiency. Think of it as a powerful set of tools, apps, and platforms that in combination drive optimization of business intelligence, social insights, campaign management, and many other key customer relationship matters.

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See all Microsoft Office 365 plans

  Plans Add-ons 
CRM Online
Essential
CRM Online
Basic
CRM Online
Professional
CRM Online
Enterprise
Dynamics Marketing  Parature
 

$15
user/month
with annual commitment

$30
user/month
with annual commitment

$65
user/month
with annual commitment

or

$45.00*
user/month
with annual commitment for existing Office 365 E3 and E4 customers

$200
user/month
with annual
commitment

$125
user/month
with annual
commitment

$125
user/month
with annual
commitment

      ** Free trial **      
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 (you can change quantity before checkout)
Standard Full Access      Read Only             
What it does? Provides access to custom applications built on the Microsoft Dynamics CRM platform.  Provides access to core entities: accounts, contacts, leads, and cases as well as access to reports, dashboards, visualizations and custom applications.  Provides access to the full range of Microsoft Dynamics CRM capabilities, including sales, marketing and customer service.   Provides access to the full range of Microsoft Dynamics CRM capabilities, including sales, marketing and customer service as well as full access to Microsoft Social Listening, Unified Service Desk, and Microsoft Dynamics Marketing.    Provides integrated marketing management solution with exceptional insight, control over budgets and resources, and ability to create automated, measurable multi-channel campaigns.  Allows the creation of amazing customer experiences through a combination of knowledge management, self-service, and multi-channel interactions.



   
Custom entities Standard
Standard
Standard
Standard

Access via desktop web browser and mobile apps Standard
Standard Standard Standard


Run workflows Standard Standard Standard Standard


Accounts, contacts, cases and leads
Standard Standard Standard

User reports, dashboards and charts
Standard
Standard Standard

System reports, charts and dashboards


Standard Standard

Services, resources, work hours, facilities and equipment
Standard Standard

Marketing campaigns,marketing lists, price lists and product lists
Standard Standard

Opportunities, goals, contracts, quotes, orders, invoices, competitors

Standard Standard

Bulk data import
Standard
Standard

Create workflows

Standard
Standard

Unified Service Desk
(with CRM 2015 release)


Standard
Standard


Microsoft Dynamics Marketing
(with CRM 2015 release)


Standard
Standard
Parature
(with CRM 2015 release)


Standard

Standard

* The combination of Microsoft Dynamics CRM Online, Office 365, and Power BI is now available at $65/user/month for new customers and $45/user/month for existing Office 365 customers. During checkout, from the Optional add-ons menu, select Power BI for Office 365. To apply the discount, type the Promo Code salesproductivity7. Offer is for a limited time and subject to Microsoft terms and conditions