03 May NAV CRM or Dynamics 365 for Sales?

Recently, we have received the following question: “If I want to implement a CRM, is the Dynamics NAV or Dynamics 365 for Sales CRM the best?”. The answer is: “It depends on your needs”. And the question continues: “Is the functionality of the NAV CRM the same as that of Dynamics 365 for Sales? The answer is: “No”.

If you have also been asking these questions, keep reading. In this article, we are going to explain the differences between the NAV CRM and Dynamics 365 for Sales and advise you which you should use for your business.


Differences between NAV CRM and Dynamics 365 for Sales

One of the main differences between both solutions is that Dynamics 365 for Sales is a platform which is only offered on the cloud and with the subscription license model, whilst Dynamics NAV can be implemented both on the cloud and On Premise and the license can be by subscription or by purchasing the license. With your Dynamics NAV license, you can already start to use the NAV CRM.

If we are talking about functionality, Microsoft Dynamics NAV covers most of the fundamental CRM type features necessary to run and make a successful business grow in relation to sales, marketing and customer service. With the Microsoft Dynamics NAV CRM, you will be able to manage campaigns, classify contacts, manage opportunities, manage tasks and much more. These features will help your sales, marketing and customer service personnel to develop relationships with customers, find new customers and retain them. Meanwhile, Dynamics 365 for Sales offers a more advanced level of detail in this feature and enables it to be extended with new accessories, for example, Social Listening.

We should also mention the personalisations. In the NAV CRM, you can include unlimited personalisations, as offered now by Dynamics NAV, whilst Dynamics 365 for Sales is only personalisable through add-ons.

Which should you choose?

To decide which of the two solutions to implement in your business, you should ask yourself what you are looking for and what objectives you want to achieve by putting a CRM into use. You will need to consider if you are looking to extend your ERP solution with the CRM features of managing contacts, opportunities, campaigns and email tracking with less flexibility of options, or a very comprehensive CRM solution with a large number of features that you may never even use.

At TRIANGLE, we encourage you to think about what you are looking for before making a decision. Our recommendation? If your processes are orientated towards a product and you interact with customers in relation to offers, orders and the delivery of products, choose the NAV CRM and integrate it with the rest of your applications such as Office or Outlook to get the most out of all of the features it offers. On the other hand, if your processes revolve around activities and interactions with people and you need a high level of detail or new features, choose Dynamics 365 for Sales.