How to choose Right CRM, Dynamics 365 CRM vs. traditional CRM?

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CRM software is used to manage all aspects of a business's interactions with customers, including sales, marketing, and customer service. Businesses employ a CRM system in the present digital era to stay competitive and meet the changing demands of their customers.

Because there are so many options available, choosing between Dynamics 365 CRM and conventional CRM can be challenging for businesses.

Dynamics 365 CRM from Microsoft is a versatile and all-encompassing system that unifies CRM operations on a single platform and provides both cloud-based and on-premise choices. It has complex features including mobile accessibility, AI-powered analytics, and customization options to match the unique needs of each company.

On the other hand, traditional solutions frequently consist of on-premise software that businesses install and manage on their own. These systems, which are frequently simpler, offer contact management, sales automation, and reporting.

This post will explain how to pick between traditional CRM systems and Dynamics 365 CRM while discussing each system's characteristics.

Dynamics 365 CRM and Its Features

A cloud-based customer relationship management (CRM) platform is Dynamics 365 CRM. It is a group of connected, data-driven software programmes that make organising, following, and archiving customer relationship data easier.

It is a database that assists businesses in managing and organising their customer and lead information. The programme, which logs and tracks each customer interaction, allows users to contact customers and prospects.

This makes it possible for a business to create a thorough picture of all of its client interactions, allowing for the customisation of the customer experience.

The following are some of the features of Dynamics 365 CRM:


  • Cloud-Based Deployment

Dynamics 365 CRM's cloud-based installation is essential. As long as there is an internet connection, this enables businesses to access their CRM data from anywhere, at any time, using any device.

Companies no longer need to maintain their gear and software, which lowers IT costs and frees them up to focus on their core business operations.

  •  Compatibility with Microsoft Office

The interface makes it simple to work together between Dynamics 365 CRM and productivity tools like Word, Excel, and Outlook. This boosts productivity, enables businesses to utilise their existing Microsoft investments, and reduces the need for additional third-party interfaces.

  • AI-Powered Insights

The programme gives businesses crucial data analytics and reporting capabilities with AI-powered insights. By using artificial intelligence (AI) to find patterns and trends in consumer behaviour, the technology enables businesses to better understand their clientele and make data-driven decisions.


Traditional CRM and Its Features


Traditional CRM is a software programme used for company plan implementation that consists of several apps. Simply said, it makes it possible for the organisation to manage connections and data better.

The software enhances data management, streamlines sales and marketing processes, and helps track clients' past conduct and communications. Traditional CRM needs businesses to store and manage their CRM data using their IT infrastructure, in contrast to Dynamics 365 CRM.

The following are the features of Traditional CRM:

  • On-Premise Deployment

Companies now have more control over their data because of this. Businesses have the option of storing their data locally, enabling them to abide by security and data protection laws. Additionally, it gives the user immediate access to corporate data

  •  Customisable Functionality

Traditional CRM tools, such as contact management, sales automation, and reporting, can be highly customised to meet specific business needs. This degree of customisation enables businesses to modify their CRM software by their requirements and preferences, increasing their general effectiveness and productivity.

  • Integration

Traditional CRM solutions give businesses the option to connect with other software. Consequently, businesses can exchange data between their CRM and other software programmes, such as e-commerce, marketing automation, and accounting platforms.

How to choose which CRM is more suitable for you

Dynamics 365 CRM vs. conventional CRM should be chosen based on your company's specific needs, budget, and resources. Here are some crucial factors to remember:

  • Integration Capabilities

A new system's implementation takes time, and it rarely goes smoothly. Therefore, it's crucial to choose a CRM that enhances or complements your current setup. Both traditional CRM and Dynamics 365 CRM can integrate with other programmes.

Greater out-of-the-box connectivity options with other Microsoft products, like Microsoft Office, are offered by Dynamics 365 CRM. Traditional CRM, on the other hand, might need more improvement to communicate with other software programmes.

  • Cost

Budgets and costs are important to every organisation. CRMs can require significant time and cost commitments, so it's important to know what you're getting into before using one.

For medium-sized and large businesses, Dynamics 365 CRM on a subscription basis might be a simple choice. The cost of traditional CRM, associated with a one-time licence charge and ongoing maintenance costs, may be lower for smaller businesses.

  • Deployment mode

While Dynamics 365 CRM is a cloud-based solution, traditional CRM is an on-premises solution. Dynamics 365 CRM may be a suitable option for you if you like the adaptability and portability of a cloud-based solution.

With the cloud-based deployment of D365 CRM, organisations may easily grow their CRM capabilities based on their changing requirements.

Users may access Dynamics 365 CRM from any location, device, or time thanks to cloud-based deployment. Sales teams, customer support representatives, and other CRM users may stay connected and productive because of this mobility.

On the other hand, traditional CRM can be a better choice if you require greater control over your data and have the IT capabilities to run an on-premise solution.

  • Scalability

D365 CRM may be scaled up or down more easily as your business grows or evolves. Traditional CRM scaling may require significant IT infrastructure and resources.

  • Customization

Traditional CRM has broader customization possibilities, which may be adjusted to your business's exact requirements. D365 CRM also allows some degree of customization.

Dynamics 365 CRM provides a flexible and adaptable data model that enables businesses to define and structure their data according to their specific requirements. Moreover, Dynamics 365 CRM provides a robust workflow engine that enables organisations to automate and streamline business processes.

Organisations can also define business principles and process flows within D365 CRM to direct users through predefined steps and enforce consistent behaviour.



The decision will ultimately depend on the requirements, cost, and resources available for your company. Both types of CRM offer various advantages. For mid-sized and large businesses, Dynamics 365 CRM is a more scalable choice, whilst traditional CRM offers greater data customisation and administration for small businesses.

It's critical to carefully weigh your options and choose the CRM system that most closely matches your company's goals.

At Zelite, we are dedicated to helping companies deploy the CRM solution that best suits their needs. Whether you choose Dynamics 365 CRM or a more conventional CRM system, we offer skilled advice, installation, and support services to ensure a seamless transfer and successful adoption.

Our experts collaborate closely with you to fully grasp the unique needs of your company. To find out more about how we can help you deploy the best CRM solution, get in touch with us right away.



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