Here is a list of differences between 3 mega versions of Dynamics CRM.
|Features||CRM 2011||CRM 2013||CRM 2015|
|Workflows||Asynchronous||Asynchronous/ Synchronous(Real time).
The existing workflow execution model that supports asynchronous workflows has been extended to support real-time (synchronous) workflows. Real-time workflows are not queued, as was the case with asynchronous workflows, but execute immediately on-demand or in response to a message being processed by the execution pipeline. Real-time workflows participate in the database transaction and perform similar functionality to plug-ins, yet can be created by a non-developer through the web application workflow designer. Developers can still create real-time workflow through code.
|Asynchronous/ Synchronous(Real time)|
|Auto Save||Not Available||Auto Save of Record is Available & this option can also be disabled in settings.||Auto Save of Record is Available & this option can also be disabled in settings.|
|Quick Create||Not Available||Available. Now any type of record type created being in another record.||Available. Now any type of record type created being in another record.|
|Portable Business Logic/Rules||Not Available.
Only Custom javascipt.
Set visibility of a field to visible or invisible (visible = false),
lock and unlock Dynamics CRM fields / attributes, and
Show an error message on a form if certain conditions are met.
Complex condition branching added.
|Business Process Flow (BPF)||Limited to Lead, Opportunity, Case entities.||For any entity now BPF is enabled.
Dynamics CRM 2013 gives users visual guidance to navigate processes that makes workflows more prescriptive and easier to follow.New process bar prompts users to follow next action steps in line with your mapped workflows to progress leads, opportunities, service cases and other tasks.
|For any entity now BPF is enabled.
Business Processes also have Stage-Gating feature that prevents users progressing any process to the next stage if one or more steps haven’t been completed
|Server Sync.||Email router||Server Side Sync.
No Email Router
|Server SIde Sync|
|Adv Find||Under, Not-under filter not present.||Under, Not-under filter not present.||Under, Not-under filter criteria is introduced.|
|Social Enterprise Collaboration||Not available||Introduced.
Users can participate in social conversations directly within Microsoft Dynamics, through the Yammer web and desktop applications as well as apps running on Microsoft (Windows Phone), Apple (iOS) and Google (Android) mobile devices.
|Prominent Records Headers & Quick View Forms||Not available||Introduced.
Surfaces important Customer information and highlights key data (such as phone number, status, record owner) on related forms so users always have their customer data at their fingertips.
|Get Started Pane||Introduced||Removed||Removed|
|Workplace Area Navigation||Available||Removed||Removed|
|Inline Data Editing||Not Available||Introduced||Available|
|Global Search||Not available||Introduced||Enhanced|
|Image DataType||Not Available||Introduced||Available|
Developers can extend the functionality of the standard Microsoft Dynamics CRM system by creating custom messages, with associated request/response classes, known as actions. Actions are new type of processes to expand the vocabulary available for developers to express business processes. With core verbs like Create, Update, Delete, Retrieve, Associate and Assign provided by the system, an action uses those core verbs to create more expressive verbs like Escalate, Approve, Route, and Schedule. If the definition of the action needs to change due to changing business priorities, someone who is not a developer can edit the action using the application workflow designer. Since these actions are available through web service calls, they can be used from both inside the application using a command action or from external applications.
Integrated Bing Maps dynamically show the map for the primary record address.
|Skype & Lync Integration||Not Available||Introduced.
Skype and Lync integration enabling direct dialling from any phone number field in Dynamics CRM.
|Access Team||Role-Based Security (owner) Teams Only||Role-Based Security Teams (owner Teams) and Access Teams.
Teams need to collaborate with a unique set of people within their organization for each record such as an Opportunity, order or important customer contact. CRM 2011 role-based security does not give users this level of flexibility. With a record-based access team, CRM users can be added to a specific record and give them access. The access team is a new type of team that doesn’t own records, but, has access to records. Unlike with owner teams, you can create one or more access teams to work on the same records and have team members with different levels of access rights to the record.
|Hierarchy Security Model Introduced.
New hierarchical visualizations and roll-ups bring real-time territory and forecasting data to your fingertips. Users now have a way to view accounts, products, and users that helps you see how info is related. CRM 2015 can display how data is related or grouped by accounts, products, or users in hierarchical charts. The user can pick a data set to get more details and navigate to the info you’re interested in.
|Calculations and formulas via Business Rules||Not Available||Available.
Setting a field value in a business rule allows the use of formulas to do calculations for applicable fields such as fields of type “Money”. Addition, subtraction, multiplication & division are the calculation operations available and can be done between fields or values. So for example: set “Total Box Value” field value to “Price per item” field multiplied by “24”. (assuming every box has 24 identical items for instance).
Rollup fields.calculated fields
|Web Services & Endpoints||Support for CRM 4.0 2007 Endpoint & Legacy features||CRM 4.0 Service Endpoints & Features removed in CRM 2013||CRM 4.0 Service Endpoints & Features removed in CRM 2015|
|Inline Editable Grids||Not Available||Introduced.||Available|
|Product Bundling||Not Available||Not Available||Introduced.
Products can be bundled and offered as packages, for discounts and offers
|Regional Price List||Not Available||Not Available||Introduced.
Products can be bundled and offered as packages, based on regional requirements and assessments
|Import/ Export Product||Not Available||Configuration migration tool introduced in Dynamics CRM 2013||Improved.
support product migrations in Dynamics CRM 2015
|Guided Sales Flow||Limited to Lead, Opportunity, Cases||Improved for all entities.||Improved to have complex business processes.
Conditional branching has brought about more specificity to business processes
|Offline Draft Capability||Not Available||Not Available||Offline draft capabilities on mobile devices which are synced when the user is back online|
|Pause & Resume SLA’s||Not Available||Not Available||Pause and Resume SLAs to track time efficiently through system settings|
|Themes||Not Available||Not Available||Introduced.
You can now brand your CRM! Themes offer the option of changing the default colors and adding your logo to the top navigation as pictured below. This is just one more way to customize CRM to match the uniqueness of your organization.
|OneNote Integration||Not Available||Not Available||Introduced.
Users can now easily capture meeting details using OneNote from within CRM Online. This functionality allows the information to be available to other CRM Online users in the Social Pane.
|Advance Find Older Than Filter||Not Available||Not Available||Introduced.|
|Export to Excel Redesign||Only allows to save as excel in local computer. Limiting record 10000.||Only allows to save as excel in local computer. Limiting record 10000.||Record Limit increased to 100000 or 32 MB.
Import excel opens online facility.