Feature Difference between CRM 2011,2013 and 2015

Feature Difference between CRM 2011,2013 and 2015

Features
CRM 2011
CRM 2013
CRM 2015
User Interface
  • Contextual Ribbon Bar.
  • CRM Functional groups like Sales, Services, Marketing, Workplace etc. are at bottom left of the home screen.
  • Pop up windows are more.
  • Ribbon Bar is replaced by top Command Bar
  • CRM functional groups are now at the top of the CRM home screen.
  • No pop-up windows.
  • Top Command Bar
  • CRM functional groups are now at the top of the CRM home screen.
  • No pop up windows
  • More space for customer data
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)
Duplicate Detection Rule
Available
Removed
Removed
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.
Introduced.
Business rules in CRM 2013 now allows for native controls to be applied on forms instead of writing custom JavaScript as it was the case in previous version. These are client side enforced controls based on business conditions and allows for 5 actions:
Set specific field value (including formulas & calculation),
Set business required state for a CRM attribute,
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.
Enhanced.
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
Mobility Form
  • Javascript not supported
  • Custom entity not supported
  • Javascript supported
  • Custom entity supported
  • Javascript supported
  • custom entity supported.
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.
Enhanced
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.
Enhanced
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
Actions
Not Available
Introduced.
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.
Available
Integrated Maps
NotAvailable
Introduced.
Integrated Bing Maps dynamically show the map for the primary record address.
Available
Skype & Lync Integration
Not Available
Introduced.
Skype and Lync integration enabling direct dialling from any phone number field in Dynamics CRM.
Available
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).
Available.
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.

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