Installing Portal In Dynamic CRM 2016

STEP BY STEP installation of portal in Dynamic CRM online 2016

STEP 1> Click on the admin

STEP 2>Go to admin center and click on Dynamic 365

 STEP 3> click on portal add-on > manage

 STEP 4> Give a name and choose your desired portal. and click submit.



NOTE : it takes some time for configuring the portal .you can recheck and use it after a few min.

Dynamics CRM Online vs On-Premise

Most of the people find it difficult to find a clear cut difference between online and on-Premises. so here is your answer.

i hope CRM guys will find it useful.

CRM Online	CRM On-premise
This is a cloud-based solution provided by Microsoft in which all the servers and databases are managed by Microsoft.	This is an on premise solution provided by Microsoft in which the servers and databases are managed by the customer.
You can get started with an online offering in a matter of few days. You pay for the users and used space on the go.	Setting up an on-premise offering needs technical skills as well as sufficient time to setup the CRM instance and get it running.
It supports relatively less customizations and extensions.	It supports relatively more customization and extensions.
CRM Online does not give the ability to perform manual data backup and restore options since the database is hosted on Microsoft servers. However, Microsoft performs daily backups of the database.	CRM on premise gives the full ability to manage your database.
CRM Online has various plans based on the data storage limits like 5GB, 20 GB, etc.	CRM on premise does not have any such limits on storage size since the data exists on your own servers.
CRM Online provides inbuilt capabilities of features such as Insights, Social Listening, Analytics, etc.	CRM on premise has extra costs for these features.
CRM Online supports automatic updates to future version.	CRM on premise updates need to be installed by the administrator.

Introduction to Dynamic crm

 

Introduction

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focusing on enhancing customer relationships for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. In recent years, it has also grown as an Analytics platform driven by CRM.

The CRM Solution can be used to drive the sales productivity and marketing effectiveness for an organization, handle the complete customer support chain, and provide social insights, business intelligence, and a lot of other out-of-the-box functionalities and features. As a product, Microsoft Dynamics CRM also offers full mobile support for using CRM apps on mobiles and tablets.

Prerequisites

Microsoft Dynamics CRM is a product that runs completely on the Microsoft technology stack (ASP.NET, IIS, Microsoft Office, etc.). Hence, basic knowledge of ASP.NET and C# (or VB.NET) is needed.

Product Versions

Microsoft Dynamics CRM has grown over the years starting from its 1.0 version in 2003. The latest version (as of writing this article) is 2015. Following is the chronological list of release versions.

• Microsoft CRM 1.0     
• Microsoft CRM 1.2
• Microsoft Dynamics CRM 3.0
• Microsoft Dynamics CRM 4.0
• Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2013
• Microsoft Dynamics CRM 2015
• Microsoft Dynamics CRM 2016

 

 

 

 

 

 

To learn more :  

Microsoft Virtual Academy

PDF from Microsoft for CRM online 2016