Microsoft Dynamics 365 Customer Engagement vs NAV CRM
The key factor in determining whether to deploy Dynamics NAV or Dynamics 365 Sales to meet your needs will depend on where the data is held that the CRM processes need to access.
If sales & marketing is mainly transactional or draws heavily on data in an ERP system, then Dynamics NAV CRM is likely to be the better choice.
If sales & marketing is longer duration, with more complex Customer interactions, then Dynamics Customer Engagement will work better.
Unique System Features
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Dynamics 365 Sales
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NAV CRM
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Dynamics 365 App for Outlook
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Outlook Add-in
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Offline Access
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AR/Order Entry available
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Field Level Security – OOB
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Customizable Tab Sequence per record
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User Created Charts/Views/Dashboards
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Custom Activity Types
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Cross-Entity Connections
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Skype Integration / Presence Indicators
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Activity Feeds
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Relationship Assistant
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Sales
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Dynamics 365 Sales
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NAV CRM
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Leads
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X
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X
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Workflows
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X
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X
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Business Process Flows
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X
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Unlimited Lead to Quote/Order/Invoice Connections
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X
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Insights
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X
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Proximity Search
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X
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Social Search
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X
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Microsoft Social Engagement Integration
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X
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Dynamics 365 Sales
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NAV CRM
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Accounts
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X
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X
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Workflows
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X
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X
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Business Process Flows
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X
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Parent/Child Hierarchy
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X
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X
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Parent/Child Hierarchy Visualizations
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X
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User Defined Cross-Entity Connections
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X
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Insights
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X
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Bing Maps Integration
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X
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X
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Proximity Search
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X
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Social Search
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X
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Unlimited Account/ Contact Connections
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X
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X
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Unlimited Account/ Opportunity Connections
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X
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X
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Unlimited Account/ Case Connections
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X
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Unlimited Account/ Quote/Order/Invoice Connections
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X
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X
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OOB Access to Order History, Aging, Billing
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X
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Dynamics 365 Sales
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NAV CRM
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Contacts
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X
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X
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Workflows
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X
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X
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Business Process Flows
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X
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User Defined Cross-Entity Connections
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X
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Insights
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X
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Bing Maps Integration
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X
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X
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Proximity Search
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X
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Social Search
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X
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Unlimited Contact / Account Connections
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X
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Unlimited Contact / Opportunity Connections
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X
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X
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Unlimited Contact / Case Connections
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X
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Unlimited Contact / Quote/Order/Invoice Connections
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X
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X
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Dynamics 365 Sales
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NAV CRM
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Opportunities
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X
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X
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Workflows
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X
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X
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Business Process Flows
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X
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Sales Cycle
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X
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Next Best Action
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X
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X
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Relationship Assistant
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X
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Cross-Entity Connections (sales team, stakeholders,)
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X
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Insights
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X
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Heat Maps, Custom Charts/Visualizations
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X
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Unlimited Opportunity / Contact Connections
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X
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Unlimited Opportunity / Competitor Connections
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X
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Unlimited Account/ Quote/Order/Invoice Connections
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X
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X
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Marketing
Marketing Specific Capabilities
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Dynamics 365 Sales
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Voice of the Customer – Surveys
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Direct Web to Lead/Contact (Portals)
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Lead Scoring
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Advanced Omni-Channel Marketing Automation (Click Dimensions)
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Social Engagement Integration
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Native Connection to 3rd Party Marketing Tools
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Dynamics 365 Sales
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NAV CRM
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Marketing Lists
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X
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X
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Static & Dynamic Marketing Lists
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X
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X
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Mail Merge & Direct Word Template Connections
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X
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X
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Unlimited Marketing List / Campaign Connections
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X
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Unlimited Marketing List / Quick Campaign (single
Activity) Connections
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X
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X
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Available for Lead, Account, Contact Entities
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X
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X
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Dynamics 365 Sales
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NAV CRM
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Campaigns
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X
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X
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Tie Campaigns to P&L
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X
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Omni-Channel Campaign Management
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X
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Assignment of Activities by Record Owner
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X
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Campaign Response Tracking
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X
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Communication Preference / Adherence
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X
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Unsubscribe Adherence
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X
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Contact Cooling
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X
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