Feature
|
CRM Online/CRM on-premises
|
Productivity
| |
Learning Path guided help
|
CRM Online only
|
Dynamics CRM App for Outlook supported for CRM on-premises
|
CRM on-premises only
|
Office 365 Groups enhancements
|
CRM Online only
|
Email signatures for CRM users and teams
|
Both
|
Email integration
| |
Hybrid server-side synchronization (connect CRM on-premises to Exchange Online)
|
CRM on-premises only
|
Mobile
| |
Rich mobile offline experience
|
CRM Online only
|
Mobile devices conditional access
|
CRM Online only
|
Preview feature: Company news timeline solution
|
CRM Online only
|
Service reps can search for, view, create, and edit knowledge articles
|
Both
|
Sales professionals can manage quotes, orders, and invoices
|
Both
|
Manage mobile devices with Intune without enrolling the device
|
Both
|
Faster mobile app preparation after customization
|
Both
|
Service
| |
Self-service portals for non-CRM audience
|
CRM Online only
|
Project-based sales with project service capabilities
|
CRM Online only
|
Remote service with field service capabilities
|
CRM Online only
|
SLAs for custom entities and other system entities
|
Both
|
Interactive service hub enhancements:
|
Both
|
Unified Service Desk enhancements:
|
Both
|
Intelligence
| |
Preview feature: Azure Machine Learning product recommendations
|
CRM Online only
|
Preview feature: Azure Machine Learning knowledge base suggestions
|
CRM Online only
|
Analytics
| |
Organization Insights Dashboard shows system usage stats
|
CRM Online only
|
Customization
| |
Feedback and ratings on entities
|
Both
|
Customer field for any entity
|
Both
|
Package Deployer tool runs from command prompt
|
Both
|
Performance
| |
Query load time optimization
|
Both
|
SDK
| |
Create customer attributes for any entity
|
Both
|
CRM Web API enhancements:
|
Both
|
Enhanced client API support in interactive service hub
|
Both
|
Support for knowledge base search control client APIs on CRM mobile clients and the interactive service hub
|
Both
|
Easily launch the interactive service hub using the CRM SiteMap
|
Both
|
Apply SLAs to custom entities and specific system entities in CRM
|
Both
|
Categorize entity records in CRM
|
Both
|
Provide feedback and rating for entity records in CRM
|
Both
|
Control how packages are deployed with the enhanced Package Deployer
|
Both
|
XRM tools enhancements for connections to CRM
|
Both
|
Simplified FormXML for Stream items in the interactive dashboards
|
Both
|
Entities updated for improved form rendering experience and new client APIs support
|
Both
|
Add SAS authorization support to CRM-Azure applications
|
Both
|
Send CRM data in multiple formats to a Microsoft Azure hosted listener application
|
Both
|
Integrate CRM with external event hub publishers
|
Both
|
Features introduced in CRM Online 2016 Update, CRM 2016 (on-premises), or CRM Online 2015 Update 1
Note
Microsoft Dynamics CRM Online 2015 Update 1 was an online-only release. Most of the features introduced in that release are now available for on-premises customers in Microsoft Dynamics CRM 2016.
Feature
|
CRM Online/CRM on-premises
|
Navigation
| |
Move around CRM using the new navigation bar and menu system
|
Both
|
Productivity
| |
Dynamics CRM App for Outlook lightweight tracking app
|
CRM Online only
|
Track Exchange email activities automatically with Microsoft Outlook folder tracking
|
Both
|
Word templates
|
Both
|
Excel templates
|
Both
|
Export to Excel completely redesigned
|
Both
|
Store private documents in OneDrive for Business
|
CRM Online only
|
Trending documents with Office Delve
|
CRM Online only
|
Email integration
| |
Hybrid server-side synchronization (connect CRM Online to Exchange on-premises)
|
CRM Online only
|
Monitor mailbox health using the improved server-side synchronization Performance dashboard
|
Both
|
Mobile
| |
Email a link to a page from CRM for phones and tablets
|
Both
|
Enjoy the same mobile experience whether you’re using a phone or tablet
|
Both
|
Provide modern user interface with the new visual controls in CRM for phones and tablets
|
Both
|
Export data to Excel from CRM for phones and tablets
|
Both
|
Use iFrames and web resources in CRM for tablets
|
Both
|
Manage devices with Intune device management
|
Both
|
Preview mobile forms and dashboards before deploying to CRM for phones and tablets
|
Both
|
Secure your mobile data with Microsoft Dynamics CRM for Good
|
Both
|
View SharePoint documents in CRM for phones and tablets
|
Both
|
Preview feature: Create a task flow in CRM for phones and tablets
|
CRM Online only
|
Use mobile apps with Windows 10 and iOS 9
|
Both
|
Service
| |
Use surveys to collect feedback from customers
|
CRM Online only
|
Prioritize workloads with new interactive service hub dashboards and forms
|
Both
|
Reduce case call-handling time with rich knowledge management articles
|
Both
|
Enable service level agreements (SLAs) on demand
|
Both
|
Share the knowledge base with Parature
|
CRM Online only
|
Speed up customer service with default entitlements
|
Both
|
New, improved Unified Service Desk
|
Both
|
Analytics
| |
Power Query connector streamlines connections to CRM Online
|
CRM Online only
|
Administration
| |
Switch or delete an instance of CRM Online
|
CRM Online only
|
Manage CRM Online updates (customer-driven updates)
|
CRM Online only
|
Customization
| |
Add a logo or change the color scheme using themes
|
Both
|
Define business rules based on business process flows
|
Both
|
Move back to the previous stage of a business process flow on a different entity
|
Both
|
Call custom actions from workflows or dialogs
|
Both
|
Define rules for creating or updating CRM records from incoming activities
|
Both
|
Calculated field enhancements
|
Both
|
Clear field values with business rules
|
Both
|
Use solution segmentation for tighter control of solutions exports and patches
|
Both
|
Performance
| |
Forms load faster with the new form rendering engine
|
Both
|
SDK
| |
Change tracking API
|
Both
|
Control.getShowTime method for Date controls
|
Both
|
Create alternate keys for referencing records in CRM
|
Both
|
Custom actions in workflows or dialogs
|
Both
|
Custom claim mapping for SharePoint server-based integration
|
Both
|
Enhanced capabilities for sub-grid controls in forms
|
Both
|
Form script support for the new Knowledge Management (KM) integration with Parature
|
CRM Online only
|
Integrate CRM data with external systems more easily
|
Both
|
Integration with Parature
|
CRM Online only
|
Multiple message execution
|
Both
|
New form script capabilities Multiple message execution
|
Both
|
Optimistic concurrency
|
Both
|
Record creation and update rules
|
Both
|
Rollup field enhancements
|
Both
|
Specify custom price lists for opportunities, quotes, orders, and invoices
|
Both
|
Support for additional “older than” clauses for date and time fields in FetchXML and QueryExpression
|
Both
|
Support for new behavior of date and time values in CRM
|
Both
|
Tracing
|
Both
|
Track emails at the folder level
|
Both
|
Update message for specialized operations
|
Both
|
Upsert for updating CRM with external data
|
Both
|
Office integration
The following table shows the availability of Microsoft Office and email features, depending on whether Microsoft Office or Exchange is deployed online or on-premises.
Feature
|
CRM Online/CRM on-premises
|
Email - Dynamics CRM App for Outlook for Exchange Online*
|
CRM Online only
|
Email - Dynamics CRM App for Outlook for Exchange on-premises
|
CRM on-premises only
|
Email - Dynamics CRM for Outlook (aka Outlook client) for Exchange Online*
|
Both
|
Email - Dynamics CRM for Outlook (aka Outlook client) for Exchange on-premises
|
Both
|
Email - Monitor mailbox health using the improved server-side synchronization performance dashboard
|
Both
|
Email - Server-side synchronization Test connection to Exchange Online
|
CRM on-premises only
|
Email - Server-side synchronization Test connection to Exchange on-premises
|
CRM Online only
|
Email - Server-side synchronization - connect CRM Online with Exchange on-premises
|
CRM Online only
|
Email - Server-side synchronization - connect CRM Online to Exchange Online*
|
CRM Online only
|
Email - Server-side synchronization - connect CRM on-premises to Exchange on-premises
|
CRM on-premises only
|
Email - Server-side synchronization - track emails, appointments, tasks, and contacts immediately when manually tracking from Dynamics CRM for Outlook and Dynamics CRM App for Outlook.
|
Both
|
Email - Track Exchange email activities automatically with folder tracking
|
Both
|
Delve (Exchange Online optional for attachments). SharePoint Online license required
|
CRM Online only
|
Delve (Exchange on-premises)
|
Not applicable
|
Export to Excel completely redesigned
|
Both
|
Immersive experience, Excel Online
|
CRM Online only
|
Office 365 Groups (Exchange Online)*
|
CRM Online only
|
Office 365 Groups (Exchange on-premises)
|
Not applicable
|
OneDrive for Business (online). OneDrive for Business and SharePoint licenses required for each user*
|
Both
|
OneDrive for Business (on-premises)
|
Not applicable
|
OneNote (online)*
|
CRM Online only
|
OneNote (on-premises)
|
Not applicable
|
SharePoint Online*
|
Both
|
SharePoint (on-premises)
|
Both
|
Skype for Business (online)*
|
Both
|
Skype for Business (on-premises)
|
Both
|
Excel templates
|
Both
|
Word templates
|
Both
|
Yammer (online)
|
Both
|
Yammer (on-premises)
|
Not applicable
|
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