Thursday, 18 February 2016



 Many companies considering Microsoft Dynamics CRM are weighing the options of installing Dynamics CRM On Premises or going with CRM Online. In this document we compare the two platforms, look at what is similar, and compare the differences.

Core Application FunctionalityThe core application functionality is at parity, with the same core application entities and extensibility features.ExtensibilityCustomizations developed in a supported way for CRM on premise can be moved to CRM Online (and vice versa), and plugins, workflows and any custom extension can be used in either Online or On Premises deployments. Any supported code will work in both CRM online and On Premises.MobilityCRM clients for phone, tablet, and Outlook (including offline) work exactly the same between CRM Online and CRM On Premises.
Integrations with other Microsoft platformsIntegration with other Microsoft platforms such as Sharepoint, Exchange, Lync, and Yammer work with both CRM On Premises as well as CRM OnlineIf you currently use Office 365 for Exchange or SharePoint, CRM Online will allow you to standardize user management and offer enhanced server side integration with SharePoint Online, Exchange Online, and PowerBI.Data Integration OptionsIntegration options are similar between CRM online and On Premises. Third party integration tools like Scribe Insight and SSIS with Kingswaysoft work with both CRM On Premises and CRM Online. Integration performance will vary based on the data loaded. Very large data integrations are typically faster with CRM On Premises if the integration server is close to the CRM server as latency is very low. CRM Online integration performance can be improved by optimizing the integration, using the bulk load API, or by reducing latency to the cloud by running the integration from a Microsoft Azure server. 
CRM Online
CRM On Premises
Exchange synchronization
CRM for Outlook, Email Router, or Server synchronization(if using Exchange online/O365)
CRM for Outlook, Email Router, or Server Synchronization(if using Exchange on premises)
SharePoint Integration
Server Side with SharePoint Online(if using Client-side Integration
Server Side with SharePoint
Inside View (Insights)
Additional cost
Social Listening
Additional cost
Custom Entities
SSRS Reporting
FetchXML, or T-SQL from a locally replicated reporting server

FetchXML or T-SQL
Power BI Reporting
Upgrade/Update Process
Office 365 admin approve the upgrade it is installed, update rollups applied automatically.
Upgrade and update rollups installed by your adminstrator
Direct server access
Phone App
Yes if environment externally facing via ADFS
Tablet App
Yes if environment externally facing via ADFS
Limited to the amount of CRM Online storage purchased
Limited to the amount of storage available on your server
Release cycle
Two releases per year. Spring release functionality exclusive to CRM Online, so  new functionality available online first
Fail release released to both CRM Online and On Premises, includes the functionality released in the spring release.
CRM Online customers can migrate On Premises at any time.SQL database provided to client at scheduled time that can be imported to an On Premises deployment.
CRM On Premises customers can migrate to CRM Online and customization for entities can be imported, however, on premises database cannot be moved to Online data center, so a data migration is required.
Sandbox environments
CRM Online provides non production environments as part of your subscription that can be used for dev/test/UAT. The number of organisations received depends on the numbers of users.
Non production environment can be installed, depending on local server availability.


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