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Microsoft Dynamics® CRM 4.0 is available in two editions: Microsoft Dynamics® CRM 4.0 Small Business Edition and Microsoft Dynamics® CRM 4.0 Professional Edition. Both editions provide organizations with a flexible and customizable platform that works the way you and your employees work. Key distinctions between Microsoft Dynamics® CRM Small Business Edition and Microsoft Dynamics® CRM Professional Edition are outlined below.
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 = Feature not supported  = Feature supported |
Supported operating systems |
Feature |
Small Business Edition |
Professional Edition |
Windows Small Business Server 2003 |
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Windows Small Business Server 2003 R2 |
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Windows 2000 Server |
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Windows 2000 Advanced Server |
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Windows Server 2003 Standard |
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Windows Server 2003 Enterprise |
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Windows Server 2003 Web edition |
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KEY: |
 = Feature not supported  = Feature supported
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Multiprocessor support |
Feature |
Small Business Edition |
Professional Edition |
Runs on one server |
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Run on multiple servers in a distributed environment |
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KEY: |
 = Feature not supported  = Feature supported
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Number of simultaneous users |
Feature |
Small Business Edition |
Professional Edition |
Capacity Up to 75 simultaneous users |
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75 or more simultaneous users |
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KEY: |
 = Feature not supported  = Feature supported
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Licensing and hosting options |
Feature |
Small Business Edition |
Professional Edition |
Available through standard licensing |
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Available through third-party service providers |
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Available through third-party hosting providers |
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KEY: |
 = Feature not supported  = Feature supported
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Sales leads management |
Feature |
Small Business Edition |
Professional Edition |
Opportunity management. Converts leads to opportunities and tracks them throughout the sales cycle. |
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Sales process management. Enables consistent tracking and closing of sales opportunities. |
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Pipeline optimization. Analytical tools provide salespeople with qualified leads and opportunities. |
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Quote generation. Provides a full-featured product catalog that supports complex pricing levels, units of measure, and discounts. |
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Order management. Converts quotes to orders that can be modified and saved until they are ready to be billed as invoices. |
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Sales force management. Helps measure sales performance against quotas. |
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Sales literature. Helps create, manage, and distribute sales material. |
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Direct e-mail. Enables creation of customized e-mail messages to customers. |
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KEY: |
 = Feature not supported  = Feature supported
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Customer interaction management |
Feature |
Small Business Edition |
Professional Edition |
Case management. Enables customer service requests to be created, assigned, and managed from a central location. |
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Automated routing and queuing. Promotes easy processing of service requests through customizable workflow rules. |
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Auto-response e-mail. Generates automatic responses to customer requests. |
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E-mail management. Automatically records customer communications and associates e-mail messages with appropriate customer records. |
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Service scheduling. Makes it easy to manage service resources and to better understand resource and equipment allocation, usage, and effectiveness. |
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Searchable knowledge base. Provides a repository for the publishing of support articles and information. |
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Service contracts. Creates, maintains, and updates service contracts automatically. |
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KEY: |
 = Feature not supported  = Feature supported
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Customer data management |
Feature |
Small Business Edition |
Professional Edition |
Marketing campaigns. Enables campaign planning based on budgets and expenses, promotion codes, target products, marketing collateral, and more. |
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Customer and lead lists. Allows existing customer information or imported contact information from various sources to be used to create targeted lists for specific campaigns. |
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Qualify lists. Facilitates queries to customer lists, helping locate accounts that meet specific criteria. |
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Campaign templates. Lets you create templates to use again in future campaigns. |
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Campaign execution tracking. Enables lead conversion and cost and performance data analysis. |
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Marketing information tracking. Helps quantify campaign success. |
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Faxing capabilities. Lets you send and receive faxes from your desktop using the capabilities of Microsoft Small Business Server. |
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