Difference Between MS CRM and Relationship Management of MS Dynamics Navision

A smart comparison between MS CRM and Relationship module of MS Dynamics Navision.

S. NO.	Functionality	MS CRM	Relationship Module in Navision
1	Lead to Cash Visibility: Track interactions, communications, offers, and orders throughout the sales cycle so you can drive sales excellence with every interaction.	Available	Offer and Sales Excellence through interactions are not available.
2	Data Access: Make sure the right people have easy access to your valuable sales data with role-based forms, personal views, and field-level security.	Available	Available
3	Streamlined Goal Management: Instantly define and track sales quotas at individual, team, territory, and organization levels with intuitive goal management capabilities.	Available	Tracking of sales quota is based on sales person only
4	Real-Time Forecasts: Keep your pulse on sales performance and improve financial planning with real-time sales forecasts and pipeline reports.	Available	Sales forecast /Pipeline reports are not available with much details
5	Mobile Productivity: Continue to work the deal, engage with customers, and manage your sales pipeline with offline support and robust mobile device solutions	Available	Lack of mobile Integration on CRM
6	Pinpoint Segmentation: Identify high-probability prospects and instantly create targeted marketing lists with powerful segmentation tools and conditional formatting rules.	Available	Available
7	Quick Campaigns: Enable your sales and marketing staff to rapidly create impromptu campaigns by using pre-built campaign templates and the guided Quick Campaign feature	Available	Templates Campaigns are not available
8	Native Outlook Experience: Improve efficiency by centrally managing email messages, appointments, tasks, contacts, and customer information right from within Microsoft Outlook	Available	Few functions are not in sync. E.g Task from Outlook are not getting converted to TODOs. Email from outlook not get converted to Interactions etc.
9	Simplified Communications: Simplify your communications with built-in mail-merge capability, email templates, and one-click conversion of email messages.	Available	Available
10	Campaign Life Cycle Management: Define and track campaign budgets, tasks, activities, and collateral with holistic campaign management capabilities.	Available	Limited functionalities in Campaign management.
11	Intelligent Lead Management: Seamlessly track lead details across the organization, zero in on high probability leads, and instantly route them to the most appropriate resource	Available	Available
12	Holistic Response Tracking: Drive closed-loop campaign execution by easily tracking responses and converting email responses to leads or opportunities with just a click.	Available	Manual update is required at Lead and opportunity
13	Insightful Connections: Uncover new leads, identify influencers, and better understand social trends with the Connections feature and the Social Connector.	Available	Limited connection with Social Media at Contact/Customer Level
14	Seamless Event Management: Improve the effectiveness of marketing events and easily track attendee data with built-in event management capabilities.	Available	To be managed through campaigns
15	Full Interaction History: Track the details of every interaction, including offers ,orders, contracts, and cases, so you can provide the right service at the right time	Available	Available
16	Streamlined Case Management: Take advantage of intuitive case management capabilities to streamline case creation, tracking, resolution, and escalation.	Available	Not Available
17	Service Scheduling: Manage field service appointments, facilities, and resources with the powerful unified service scheduling feature.	Available	Not Available
19	Insightful Service Analytics: Deepen insight with out-of-the box or configurable dashboards, drill-down analysis, and inline data visualization capabilities.	Available	Available
20	Service Queue Management: Build queues against any entity, user, or team and streamline work state management for improved efficiency.	Available	Not Available
21	Service Record Auditing: Improve visibility into service and support activities and effectively meet service level agreements (SLAs) with system-wide auditing.	Available	Not Available
22	Guided Service Processes: Streamline case resolution and escalations with guided dialogs, automated processes, and conditional formatting rules.	Available	Not Available
23	Service Goal Management: Instantly track service goals, such as first call resolution, average call time, and more with comprehensive goal management capabilities.	Available	Not Available
24	Knowledge Management: Up-level your customer service skills by creating, retrieving, and sharing knowledge through a shared knowledge repository.	Available	Not Available

Both the systems are unique in its place after referring above given comparison, people can easily say MS Dynamics Nav. Relationship module is not as powerful as MS CRM when we talk in context of Customer Relationship Management. At our development centre in IBIZ Consultancy Services Pte Ltd in Singapore , we developed the connectors and Plug ins which enables data flow both sides nicely and empowers the system . For more information on MS CRM / MS Dynamics Nav and their integration , please write to us at info@ibizcs.com OR visit us at www.ibizcs.com.

Author : Mukesh Mittal (Business Advisor)

Reviewed by : Gunalan Kalairajan (Consulting Head)

Disclaimer: All the articles published at ibiz.blogspot.com are the intellectual property of Ibiz Consultancy Services Pte. Ltd.