Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Hybrid CRM - On-Prem and Cloud

  • 1.  Hybrid CRM - On-Prem and Cloud

    Posted 4 days ago
    For compliance reasons, we need to keep our on-premise installation of CRM behind a firewall (no IFD setup).  However, I know our sales teams (who currently need to use VPN to access CRM) would benefit greatly from a cloud instance of CRM.

    I was wondering if anyone has heard of or has any insight on a hybrid version where there is on-prem CRM (with heavy customizations and large amount of data) and a cloud instance which the sales teams can access which would carry far less customizations and have no compliance sensitive data.  We could then use a tool like Scribe or COZYROC to push data up to the cloud for the sales team.

    Thank you in advance for any thoughts, direction or insight!

    ------------------------------
    Amanda Vasquez
    Senior Business Analyst
    GW&K Investment Management
    Boston MA
    ------------------------------


  • 2.  RE: Hybrid CRM - On-Prem and Cloud

    Posted 4 days ago
    ​Hi Amanda,

    Why not use dynamics portal for on premise. https://github.com/Adoxio/xRM-Portals-Community-Edition

    You could then use your CRM with limited form accessible on-cloud.

    ------------------------------
    Philippe Berard
    Premier Tech
    Riviere-du-Loup QC
    ------------------------------



  • 3.  RE: Hybrid CRM - On-Prem and Cloud

    Posted 4 days ago
    We have a similar set up in that we need to stay on-prem and are not IFD enabled by design. Our business would like to use more and more integrated functions too.

    Interested in the on-prem portal option, I take it that requires CRM to be internet facing though?!


    ------------------------------
    Robin Marshall
    Dynamics Competency Centre Lead
    Babcock International
    ------------------------------



  • 4.  RE: Hybrid CRM - On-Prem and Cloud

    Posted 3 days ago
    ​"The integration with the Portals web application can be implemented using a internal/organizational IIS server or using Microsoft Azure."

    Also, if you click on the download button, you will have the pdf documentation for the details requirement.

    Microsoft Dynamics 365 Portals Source Code Available for On-Premise Customers
    Dynamics remove preview
    Microsoft Dynamics 365 Portals Source Code Available for On-Premise Customers
    On August 24, Microsoft release the Microsoft Dynamics 365 Customer Engagement Portals Source Code. The...
    View this on Dynamics >


    ------------------------------
    Philippe Berard
    Premier Tech
    Riviere-du-Loup QC
    ------------------------------



  • 5.  RE: Hybrid CRM - On-Prem and Cloud

    TOP CONTRIBUTOR
    Posted 3 days ago
    Amanda, I think you're on the right track by using something like Kingswaysoft or Cozyroc to push a subset of data up to a D365 Online instance.  Use that for the public-facing work, like contact management and the like.  However, I would point out you might need to look at pushing back notes ad activities to your on-premises CRM, depending on what your rules on contact history are from a regulatory perspective.

    Looking forward, I would look at MS's trust and compliance center for Dynamics Online as well.  MS has gotten certified for a lot of regulatory environments, and it might be possible they might have an instance that qualifies for the rules you need to adhere to without bifurcating your CRM database.  Microsoft Trust Center | Products | Microsoft Dynamics 365
    Microsoft remove preview
    Microsoft Trust Center | Products | Microsoft Dynamics 365
    Microsoft Dynamics 365 is the next generation of intelligent business applications that help manage specific business processes across marketing, sales, service, finance, operations, and talent. These modern and secure applications work seamlessly together to help transform your organization to meet customer needs and capture new opportunities.
    View this on Microsoft >
     

    ------------------------------
    Wayne Walton
    CRM Practice Lead
    eBECS Limited
    Atlanta GA
    ------------------------------



  • 6.  RE: Hybrid CRM - On-Prem and Cloud

    Posted 12 hours ago
    Hi Amanda,

    We have a pretty similar set up and requirement. We considered what you suggest but effort and risk of synchronising data wasn't worth it. In addition, maintaining two instances is additional overhead, and with an online instance you are bound to MS upgrades over time - and it's likely that the two could diverge even further - on prem is already 12 months behind online.

    Our current line of thinking is to investigate the use of power apps, although whether this would need an IFD or could work through a VPN remains to be seen. At the recent CRMUG Focus in Melbourne I saw some really interesting demos, although all cloud based - and very little certainty on how / if this would work for on prem.

    Certainly something to think about as with a power app you can really limit your data and functionality and not worry about any synchronisation.

    The portals idea does look interesting and I'll be adding that to our list of options for investigation.

    ------------------------------
    Richard Bilski
    Orbis Investment Advisory Pty Ltd
    Sydney NS
    ------------------------------