Office 2016 vs Office 2007

Office 2016 vs Office 365: What’s the difference?

microsoft-office-365-icon-3.pngIf you’re looking to purchase Microsoft Office for your business, you’ve got plenty of options. But understanding difference between the options – most notably between Office 2016 and Office 365 – can be confusing.

The short version: Office 2016 is a version of the Office productivity suite (Word, Excel, PowerPoint, etc), typically accessed via the desktop. Office 365 is a cloud-based subscription to a suite of programs including Office 2016. This means you have a few options for purchasing Office 2016: a stand-alone product or as part of an Office 365 subscription.

(Update 10/1/2018: Office 2019 is now available for purchase. The below post is still true, but there are more differences between Office 2019 and Office 365 ProPlus (the version of Office included in Office 265) than in previous releases of Office. You can compare features here.)
Here’s what you get what you get with each option (please note: this focuses specifically on Office 365 business and enterprise plans):

Stand Alone Office 2016

There are two stand-alone versions available for businesses:

Office Home & Business 2016

Includes Word, Excel, PowerPoint, OneNote and Outlook) for $229.99 for 1 PC (or Mac – Mac users must purchase Office Home & Business 2016 for Mac)

Office Professional 2016

Includes everything in Home & Business 2016 plus Publisher and Access for $399.99 for 1 PC (not compatible with Mac)

The stand-alone versions include the ability to save your files to the cloud, which makes collaboration easier – especially among teams not working in the same physical location.

Office 2016 as part of Office 365

If you purchase Office 2016 as part of an Office 365 plan, you have a lot more options for plans and a lot more features.

ALL Office 365 plans include:

  • Online versions of Office (Word, PowerPoint, Excel)
  • 1 TB per user of file storage and sharing (OneDrive)
  • Sway presentation creator (learn the differences between Sway and PowerPoint in this blog post)
  • 99% uptime guaranteed
  • World-class data security
  • Active Directory integration to make user permissions

As you go up in Office 365 plans, features you can get in addition to the above include:

  • Full desktop versions of Office (Word, PowerPoint, Excel plus OneNote and Publisher) on up to 5 computers per user
  • Office on tablet or mobile (compatible with most tablets and phones regardless of OS)
  • Outlook with 50 GB of inbox space per user
  • SharePoint (customizable intranet)
  • Skype for Business instant messenger (can also be used as your phone system)
  • Yammer (corporate social network)
  • Compliance Protection (Encrypted Email, Data Loss Prevention, etc)

Which is right for me? Factors to consider:

There are few things to consider when deciding which version of Office 2016 or Office 365 is right for you:

Desired programs and features

Take a good look at what programs and features are important to you. If you just need the basic Office programs like Word, PowerPoint and Excel, either a stand-alone version or a lower level Office 365 plan is probably enough for you. If you’re looking for something more robust, or with access to programs like SharePoint, you’ll need Office 365.

  • Office 2016: Stand-alone Office 2016 is the same as previous versions of Office in that you won’t get access to new features until you install a new version of Office.
  • Office 365: Since Office 365 is a subscription service, you’ll get access to new features as they become available. You’re also going to have access to a lot more features.


If you need to access your information from multiple devices, Office 365 is the way to go. While files in Office 2016 can be saved to the cloud, Office 365 gives you a lot more options for access plus the ability to install Office on multiple machines. It also gives you the ability to access online versions of Office programs from ANY device with an internet connection.

Movement between plans

Is it possible you’ll need to upgrade your plan?

  • Office 2016: Since Office 2016 is a standalone software, if you need to add features or upgrade, you’ll need to purchase and install new licenses for all users. Keep in mind that Office 2019 will be released sometime in 2018.
  • Office 365: Office 365 users can switch between plans in the admin center at any time.


What can you afford to pay per user? Would you rather pay a large sum up front or a small monthly fee?

  • Office 2016: The stand-alone version is a one-time cost per user, so it will be a large expense up front, but you won’t have to pay a monthly fee after.
  • Office 365: Office 365 is a subscription plan, meaning you won’t pay anything up front, but you will pay a set monthly fee per user per month. If don’t have the capital to pay a large chunk of change up front, this may be the better option, even if you don’t need all the features.

Install Dynamics 365 for Outlook

To set up Dynamics 365 for Outlook on a user’s computer, you need to install the software, and then configure it. This topic describes how to set up and configure Dynamics 365 for Outlook, and also how to enable multi-factor authentication (MFA) through OAuth. Using MFA can help make client authentication more secure, especially for mobile users.

For information about installing Dynamics 365 for Outlook at a command prompt (silent installation), see Install Microsoft Dynamics 365 for Outlook using a Command Prompt.

For information about installing Dynamics 365 for Outlook using System Center Configuration Manager (SCCM), see the download Use SCCM to install Dynamics 365 for Outlook.


  • You can’t install Dynamics 365 for Outlook on a computer running Microsoft Exchange Server.
  • Tracking activities is not supported when Dynamics 365 App for Outlook and Dynamics 365 for Outlook are used together by the same user.

Install Dynamics 365 for Outlook

You can add offline capability for the user either during this installation or at a later time.

TipIf you encounter an issue installing, connecting, or enabling Dynamics 365 for Outlook with your Dynamics 365 (online) organization, use the Microsoft Support and Recovery Assistant to diagnose and fix the issue. You’ll need to sign in to the diagnostics tool with your Dynamics 365 (online) credentials.

  1. Meet the Dynamics 365 for Outlook requirements specified in Microsoft Dynamics 365 for Outlook hardware requirementsand Dynamics 365 for Outlook support matrixes.
  2. Log on to the computer as a local administrator.
  3. Make sure that the latest Microsoft Office updates are installed, including all security updates. To verify, visit Microsoft Update.
  4. Locate and run the appropriate installation file by choosing one of the following methods:
-   To install from a DVD, double-click **SetupClient.exe** in the installation folder for the architecture (32-bit or 64-bit) of [!INCLUDE[pn_MS_Office](../../includes/] that you’ve installed:  

    -   ... \Client\amd64 for 64-bit  

    -   ... \Client\i386 for 32-bit  

-   To install from the [!INCLUDE[pn_microsoftcrm](../../includes/] web application:  

    1.  Click the **Settings** button ![Settings button](../media/mp-ua-r16-settings.png "Settings button"), and then click **Apps for Dynamics 365**.  

    2.  On the **Apps for Dynamics 365** page, click **Download from [!INCLUDE[cc_Microsoft](../../includes/] Download Center**.  

    3.  If you see any dialog boxes titled **Security Warning**, click **Run** in each.  

     The **Microsoft Dynamics 365 for Microsoft Office Outlook Setup** wizard starts.  
  1. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next.
  2. If the Get Recommended Updates page appears, indicate whether you want to obtain updates through the Microsoft Update program, and then click Next.

    NoteMicrosoft releases improvements to Dynamics 365 for Outlook as software updates. If you click Get Recommended Updates, those updates will be installed automatically. The exact level of automation, for example, whether any user interaction is required during the installation, is determined by the group policy of your organization.

  3. Click Install Now or Options.
    • To install Dynamics 365 for Outlook with offline capability, click Options, select Offline Capability on the Customize Installation page, and then click Install Now. Although offline capability lets you run Dynamics 365 without a network or Internet connection, it does require the installation of additional technologies and places more demand on your computer’s processor and memory. For more information about the minimum recommended requirements, see Microsoft Dynamics 365 for Outlook hardware requirements.
    • To install Dynamics 365 for Outlook without offline capability, click Install Now.

    ImportantIf you don’t install offline capability at this point, the user will initially have no offline capability. If you click Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook.

    The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation.

  4. On the completion page of the Microsoft Dynamics 365 for Microsoft Office Outlook Setup wizard, click Close.

Configure Dynamics 365 for Outlook

After Dynamics 365 for Outlook is installed, it must be configured. When you restart Outlook after you’ve installed Dynamics 365 for Outlook, the configuration wizard starts automatically.


If you don’t want to configure Dynamics 365 for Outlook immediately after you install it, click Cancel. A Configure Microsoft Dynamics 365 for Outlook button then appears on the Outlook toolbar and will remain there until you configure Dynamics 365 for Outlook.

If the wizard doesn’t start automatically, you can start it as follows: On the Start screen, click Configuration Wizard or on earlier versions of Windows click Start > All Programs > Microsoft Dynamics 365, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics 365 for Outlook on the Dynamics 365 tab in Outlook.

If you encounter an issue configuring Dynamics 365 for Outlook with your Dynamics 365 (online) organization, use the Microsoft Dynamics CRM for Outlook Configuration Diagnostic to fix the issue. You’ll need to sign in to the diagnostics tool with your Dynamics 365 (online) credentials.

  1. To add an organization, choose one of the following:
    • To connect to a Dynamics 365 (online) organization, choose Dynamics 365 (online) from the drop-down list.
  2. Click Connect.If you are prompted for credentials, select from the following options.
    • For a Dynamics 365 (online) organization, enter your Microsoft Online Services user name and password, and then click OK. This information should have been sent to you in email when your account was added.
  3. Click Close.
  4. If you’re a member of more than one organization, restart the Configuration Wizard to designate a different organization as your current organization.

Enable multi-factor authentication through OAuth

In the Microsoft Dynamics 365 for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access data hosted by a given service provider (such as Dynamics 365). Using MFA can help make client authentication more secure, especially for mobile users. Dynamics 365 (online) versions of Dynamics 365 (online) can take advantage of MFA.. Dynamics 365 (online) automatically uses OAuth.

If you have upgraded your authentication server to use OAuth priorto installing Dynamics Dynamics 365 for Outlook, Dynamics Dynamics 365 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use Dynamics Dynamics 365 for Outlook.

If you upgrade your authentication server to use OAuth after rolling out Dynamics Dynamics 365 for Outlook, you have two options to set Dynamics Dynamics 365 for Outlook to use OAuth.

  1. Reconfigure Dynamics 365 for Outlook on all computers. Run the Microsoft Dynamics 365 for Outlook Configuration Wizard and remove and re-add your organization.– OR —
  2. Use Group Policy to update the following registration key:HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient\{orgid}.Set AuthenticationProvider to 0After the registry change, Dynamics Dynamics 365 for Outlook will automatically check for and use OAuth for MFA.

    In addition

    You might need to enable the following AD FS endpoint: /adfs/service/trust/13/windowstransport

Optimise Windows for better performance

Here are some tips to help you optimize Windows 7 for faster performance.

Try the Performance troubleshooter

The first thing that you can try is the Performance troubleshooter, which can automatically find and fix problems. The Performance troubleshooter checks issues that might slow down your computer’s performance, such as how many users are currently logged on to the computer and whether multiple programs are running at the same time.

Open the Performance troubleshooter by clicking the Start button The Start button, and then clicking Control Panel. In the search box, type troubleshooter, and then click Troubleshooting. Under System and Security, click Check for performance issues.

Delete programs you never use

Many PC manufacturers pack new computers with programs you didn’t order and might not want. These often include trial editions and limited-edition versions of programs that software companies hope you’ll try, find useful, and then pay to upgrade to full versions or newer versions. If you decide you don’t want them, keeping the software on your computer might slow it down by using precious memory, disk space, and processing power.

It’s a good idea to uninstall all the programs you don’t plan to use. This should include both manufacturer-installed software and software you installed yourself but don’t want any more—especially utility programs designed to help manage and tune your computer’s hardware and software. Utility programs such as virus scanners, disk cleaners, and backup tools often run automatically at startup, quietly chugging along in the background where you can’t see them. Many people have no idea they’re even running.

Even if your PC is older, it might contain manufacturer-installed programs that you never noticed or have since forgotten about. It’s never too late to remove these and get rid of the clutter and wasted system resources. Maybe you thought you might use the software someday, but never did. Uninstall it and see if your PC runs faster.

Limit how many programs run at startup

Many programs are designed to start automatically when Windows starts. Software manufacturers often set their programs to open in the background, where you can’t see them running, so they’ll open right away when you click their icons. That’s helpful for programs you use a lot, but for programs you rarely or never use, this wastes precious memory and slows down the time it takes Windows to finish starting up.

Decide for yourself if you want a program to run at startup.

But how can you tell what programs run automatically at startup? Sometimes this is obvious, because the program adds an icon to the notification area on the taskbar, where you can see it running. Look there to see if there are any programs running that you don’t want to start automatically. Point to each icon to see the program name. Be sure to click the Show hidden icons button so you don’t miss any icons.

Even after you check the notification area, you might still miss some programs that run automatically at startup. AutoRuns for Windows, a free tool that you can download from the Microsoft website, shows you all of the programs and processes that run when you start Windows. You can stop a program from running automatically when Windows starts by opening the AutoRuns for Windows program, and then by clearing the check box next to the name of the program you want to stop. AutoRuns for Windows is designed for advanced users.

Defragment your hard disk

Fragmentation makes your hard disk do extra work that can slow down your computer. Disk Defragmenter rearranges fragmented data so your hard disk can work more efficiently. Disk Defragmenter runs on a schedule, but you can also defragment your hard disk manually.

Clean up your hard disk

Unnecessary files on your hard disk take up disk space and can slow down your computer. Disk Cleanup removes temporary files, empties the Recycle Bin, and removes a variety of system files and other items that you no longer need.

Run fewer programs at the same time

Sometimes changing your computing behavior can have a big impact on your PC’s performance. If you’re the type of computer user who likes to keep eight programs and a dozen browser windows open at once—all while sending instant messages to your friends—don’t be surprised if your PC bogs down. Keeping a lot of e‑mail messages open can also use up memory.

If you find your PC slowing down, ask yourself if you really need to keep all your programs and windows open at once. Find a better way to remind yourself to reply to e‑mail messages rather than keeping all of them open.

Make sure you’re only running one antivirus program. Running more than one antivirus program can also slow down your computer. Fortunately, if you’re running more than one antivirus program, Action Center notifies you and can help you fix the problem.

Turn off visual effects

If Windows is running slowly, you can speed it up by disabling some of its visual effects. It comes down to appearance versus performance. Would you rather have Windows run faster or look prettier? If your PC is fast enough, you don’t have to make this tradeoff, but if your computer is just barely powerful enough for Windows 7, it can be useful to scale back on the visual bells and whistles.

You can choose which visual effects to turn off, one by one, or you can let Windows choose for you. There are 20 visual effects you can control, such as the transparent glass look, the way menus open or close, and whether shadows are displayed.

To adjust all visual effects for best performance:

  1. Open Performance Information and Tools by clicking the Start button The Start button, and then clicking Control Panel. In the search box, typePerformance Information and Tools, and then, in the list of results, click Performance Information and Tools.
  2. Click Adjust visual effects Administrator permission required. If you’re prompted for an administrator password or confirmation, type the password or provide confirmation.
  3. Click the Visual Effects tab, click Adjust for best performance, and then click OK. (For a less drastic option, select Let Windows choose what’s best for my computer.)

Restart regularly

This tip is simple. Restart your PC at least once a week, especially if you use it a lot. Restarting a PC is a good way to clear out its memory and ensure that any errant processes and services that started running get shut down.

Restarting closes all the software running on your PC—not only the programs you see running on the taskbar, but also dozens of services that might have been started by various programs and never stopped. Restarting can fix mysterious performance problems when the exact cause is hard to pinpoint.

If you keep so many programs, e‑mail messages, and websites open that you think restarting is a hassle, that’s probably a sign you should restart your PC. The more things you have open and the longer you keep them running, the greater the chances your PC will bog down and eventually run low on memory.

Add more memory

This isn’t a guide to buying hardware that will speed up your computer. But no discussion of how to make Windows run faster would be complete without mentioning that you should consider adding more random access memory (RAM) to your PC.

If a computer running Windows 7 seems too slow, it’s usually because the PC doesn’t have enough RAM. The best way to speed it up is to add more.

Windows 7 can run on a PC with 1 gigabyte (GB) of RAM, but it runs better with 2 GB. For optimal performance, boost that to 3 GB or more.

Another option is to boost the amount of memory by using Windows‌ ReadyBoost. This feature allows you to use the storage space on some removable media devices, such as USB flash drives, to speed up your computer. It’s easier to plug a flash drive into a USB port than to open your PC case and plug memory modules into its motherboard.

Check for viruses and spyware

If your PC is running slowly, it’s possible that it’s infected with a virus or spyware. This is not as common as the other problems, but it’s something to consider. Before you worry too much, check your PC using antispyware and antivirus programs.

A common symptom of a virus is a much slower-than-normal computer performance. Other signs include unexpected messages that pop up on your PC, programs that start automatically, or the sound of your hard disk constantly working.

Spyware is a type of program that’s installed, usually without your knowledge, to watch your activity on the Internet. You can check for spyware with Windows Defender or other antispyware programs.

The best way to deal with viruses is to prevent them in the first place. Always run antivirus software and keep it up to date. Even if you take such precautions, however, it’s possible for your PC to become infected.

Check your computer’s speed

If you try these tips and your computer is still too slow, you might need a new PC or some hardware upgrades, such as a new hard disk or faster video card. There’s no need to guess the speed of your computer, however. Windows provides a way to check and rate your PC’s speed with a tool called the Windows Experience Index.

The Windows Experience Index rates your computer on five key components and gives you a number for each, as well as an overall base score. This base score is only as good as your worst-performing component subscore. Base scores currently range from 1 to 7.9. If your PC is rated lower than 2 or 3, it might be time to consider a new PC, depending on what tasks you want to do with your computer.

Change the size of virtual memory

If you receive warnings that your virtual memory is low, you’ll need to increase the minimum size of your paging file. Windows sets the initial minimum size of the paging file equal to the amount of random access memory (RAM) installed on your computer, and the maximum size equal to three times the amount of RAM installed on your computer. If you see warnings at these recommended levels, then increase the minimum and maximum sizes.

  1. Open System by clicking the Start button 
    The Start button

    right-clicking Computer, and then clicking Properties.

  2. In the left pane, click Advanced system settings 
    Administrator permission required

    If you’re prompted for an administrator password or confirmation, type the password or provide confirmation.

  3. On the Advanced tab, under Performance, click Settings.
  4. Click the Advanced tab, and then, under Virtual memory, click Change.
  5. Clear the Automatically manage paging file size for all drives check box.
  6. Under Drive[Volume Label], click the drive that contains the paging file you want to change.
  7. Click Custom size, type a new size in megabytes in the Initial size (MB) or Maximum size (MB) box, click Set, and then click OK

Compare Dynamics 365 for Outlook versus Dynamics 365 App for Outlook

Microsoft has two CRM applications that integrate with Microsoft Outlook. The name is almost the same, but there are specific differences.

  • Dynamics 365 for Outlook
  • Dynamics 365 App for Outlook

Late in 2016 Microsoft released their latest Outlook add-on, Dynamics 365 App for Outlook (not to be confused with the original Dynamics 365 for Outlook) to address issues the community has with the original version and to offer an improved user experience.

In this post we review the highlights, differences and prerequisites you need to know.

Dynamics 365 for Outlook – Highlights

The Outlook client only works with the full Outlook client.  It does not work with OWA and mobile.

  • The original Outlook CRM add-on
  • Also called the Outlook client
  • Full-featured add-in for the desktop version
  • Can do all your CRM work within the familiar Outlook interface
  • Can work offline
  • Cannot use it on mobile devices or via Outlook for Web (OWA)

Dynamics 365 App for Outlook – Highlights

  • Considered the lightweight app
  • It is the recommended installation (faster, smarter and more convenient and addresses a number of issues with the other installation) for both online and on-premises.
  • Enables you to easily track email wherever you are and preview CRM information
  • Available within mobile apps (D365 for Phones, D365 for Tablets)
  • Available via Outlook for Web (OWA)
  • Cannot navigate through Dynamics 365 via Outlook

The Outlook app is pushed out to the client directly from within Dynamics 365.  There is no need to manually touch every client computer.  Pushing the client to a user once will provide the Outlook app functionality to all supported platforms that the user may access.

Quick Comparison: Full Outlook Client vs. New Outlook App

Feature Dynamics 365 App for Outlook Dynamics 365 for Outlook
Track and set regarding for email Yes Yes
Track and set regarding for appointments Yes Yes
Track and set regarding for contacts Yes Yes
Track and set regarding for tasks No Yes
One click set regarding Yes No
Shows recipients’ summary Yes No
Shows the regarding record summary in the email/appt Yes No
Works with Outlook on the web Yes No
Works with Outlook desktop Yes Yes
Works with Outlook for the Mac Yes No
Works with phones Yes No
Open and create Microsoft Dynamics 365 record directly Yes Yes
 Apply custom forms and business logic Yes Yes
Work offline No Yes
Apply email templates Yes Yes
Apply sales literature Yes Yes
Apply knowledge articles Yes Yes
Ability to monitor emails after sending Yes No
Sort, filter, format, group, and categorize views No Yes
Create Word mail-merge documents No Yes
Control field synchronization No Yes


The “biggest” drawback to the new Dynamics 365 App is the inability to track/set-regard tasks, work offline, manipulate views, and create Word mail-merge docs. Most are minor points and some can be worked around easily enough by addressing the shortfall in Dynamics 365 online.

Prerequisites for using the Dynamics 365 App for Outlook

Your Dynamics 365 system administrator can make Dynamics 365 App for Outlook available to your organization or you can add it yourself if:

  • You have the Use Dynamics 365 App for Outlook security privilege.
  • Your organization synchronizes mailboxes with server-side synchronization.
  • You have Internet Explorer 10, Internet Explorer 11, or Microsoft Edge
  • You have Google Chrome, Firefox (latest version) on Windows
  • You have Apple Safari (version 9 or version 10) on Mac or on OSX

The app does not require the user to be logged into Outlook to work.  Synchronization of Outlook data happens server-side. No need to worry about those workflow emails not getting delivered.

Using the Dynamics 365 App for Outlook with Mobile Devices

Supported Mobile Devices

  • Apple iPhone/iPad devices running iOS version 8, 9, or 10.
  • Android devices running Android 4.4 (KitKat) or 5.0 (Lollipop), 6 (Marshmallow), or 7 (Nougat).
  • Windows devices running Windows 8.1 or Windows 10.

ZOHO Business-Oriented Email Service

You can sign up for Zoho here

An email provider that gives you a lot for, well, nothing

Free plan allows up to 25 users
Freebie has features normally only in paid plans
Also boasts office and collaboration tools

Zoho Workplace is a business-oriented email service which throws in an online office suite, document management, and a host of collaboration tools and other extras.

Zoho’s free plan supports up to 25 users (there’s an extra 25 available if you can refer others to the service), each with 5GB of mailbox storage, and can be used with one domain of your own. These are features you’ll normally only find in commercial products, and when you factor in the spreadsheet, word processor, presentation and other tools, it looks like a real bargain.

The email service is easy-to-use, and provides a decent set of features to help organize your emails: folders, tags, filters, smart searches, and more.

The free plan is still a little basic. It gives you web access only, for instance, and there’s no support for email forwarding.

Fortunately, the Zoho Standard plan fixes that. A mere $2 per user (paid annually) gets you IMAP and POP access, email forwarding, active sync, multiple domain hosting, domain aliases, 30GB storage, a 30MB attachment limit (up from 20MB with the free plan) and some major improvements elsewhere (the ability to send cloud files to non-Zoho users, for instance).

A number of these features are available elsewhere for free, of course, but businesses or anyone who will use the custom domain support or Office tools will find a lot to like here. Well worth a closer look.

How to Add or Remove users from Sandbox instance in Dynamics CRM/365


Sandbox instance or Non-Production Instance was introduced with Dynamics CRM Online 2013, and it allows an organization to test and implement processes and avoid any complications and issues on the Production Environment. There may be situations where we need to test the process for multiple users with different security roles. In this blog, we will show you how to add or remove users from the sandbox environment of Dynamics CRM Online.

Steps to Add/Remove Users from Sandbox Instance:

1. Login to Office 365 and go to the Admin Center as shown in the screenshot below;

Sandbox instance in Dynamics CRM

2. If your organization is using Dynamics 365, then navigate to the left pane, go to Admin Center> Dynamics 365. Otherwise, you can get the old view of Admin Center using the ‘Go to the old admin center’ option as shown in the screenshot below;

Sandbox instance in Dynamics CRM

3. Select the sandbox instance of your organization and click on the ‘Edit’ button as shown in the screenshot below;

Sandbox instance in Dynamics CRM

4. Once you click on the edit button, you will be taken to the edit instance page where it specifies the Security Group used by this, In this case, the Security Group ‘CRM Admins’ is selected for the sandbox instance as seen in the screenshot below;

Sandbox instance in Dynamics CRM

5. The members added to this group can login to CRM sandbox instance and use it. To add a user to this group, go to Admin Center > Groups as seen in the screenshot below;

Sandbox instance in Dynamics CRM

6. Here you have the option to ‘Edit’ the group to add new Members as seen in the screenshot below;

Sandbox instance in Dynamics CRM

7. Now click on ‘Add Members’ to add users to this group. Any user can be added or removed from the group. The users added to the group can login to the sandbox instance;

Sandbox instance in Dynamics CRM


Users can access the sandbox instance of Dynamics CRM if they are the member of the Security Group set for that sandbox instance.

Why WordPress is the (BEST CMS) in 2018 – Easy User Management

WordPress is a simple and free Content Management System with numerous features and ample customization possibilities. It can be used to develop any kind of website, be it for a small business or for a large enterprise.

We have worked with this CMS for over 10 years and after having developed more than 350+ WordPress websites, we can vouch for the fact that there is no other CMS that can provide you as many benefits as WordPress. Check out our detailed comparision guide of WordPress vs Joomla vs Drupal.

Thus, if you are planning to engage a Web Design Company to build a new website or if you are considering switching your current website to another CMS, then we recommend that you use the WordPress platform.

Why choose this CMS? What is so great about WordPress? Why is it the right choice for your business?

Well, check it out yourself by reading this comprehensive post that explains in detail why using WordPress as a CMS is best for your business.

Easy User Management

When it comes to managing and maintaining a website, using WordPress as a CMS as a great many advantages. Firstly, you can start using WordPress right out-the-box as soon as it is installed. Secondly, it can be used and managed by anyone even without any technical or coding knowledge.

WordPress is Easy Management and Maintenance

With WordPress, you can create simple to complex bespoke websites and the fact that it is easy-to-use with an intuitive backend (dashboard) means that you can manage it with minimal instruction.

Let’s take a look at some of its impressive benefits.

1. WordPress Is A Universal Platform:

WordPress powers millions of websites across the globe. It is the most popular content management system and the fact that it has a standard WordPress dashboard makes it a universal platform that can be effectively used by anyone. Its functionalities are easy to understand and it comes with a host of themes, tools and plugins, that aids in making a beautiful website.

2. Easy To Use:

Ease-of-use is the primary reason why many new businesses have taken a liking to WordPress. It is a user-friendly platform and one can learn how to use WordPress as CMS in a jiffy. Once your site is developed, you don’t need experts to manage it, as it requires zero programming & coding skills.

3. Easy To Set-up:

As mentioned-above, WordPress requires zero programming and coding skills. Thus, even without the knowledge of programming languages such as JavaScript, HTML, or PHP, you can still set-up your WordPress website. Best part, you can manually install WordPress in less than 5 minutes!

4. Easy To Update:

For security reasons updating your software is of utmost importance and this holds true for WordPress too. However, unlike other CMS, updating WordPress and its themes & plugins is a breeze and can be done at a single click of a mouse.

Easy to Update WordPress

Moreover, WordPress notifies you about the latest versions as soon as a software is updated, thus improving your site’s functionality and keeping your site safe & fresh.

5. Easy To Manage:

Owing to multiple features and functionalities, maintaining a WordPress website, be it a blog or a full-fledged eCommerce website, is a piece of cake. WordPress is ever-evolving with developers continuously testing and enhancing its various components, thus providing you with the best resources that will help you to manage your WordPress website effectively.

6. WordPress Is Reliable:

WordPress vs Joomla vs Drupal

According to statistics from W3Techs, 28.6% of all websites are powered by WordPress, compared to its competitor Joomla (3.3%) and Drupal (2.3%). This is a testimony in itself of the power and reliability of WordPress.

What’s more, WordPress is developed on a mature platform that uses technology like PHP, SQL, and JavaScript, which meets the strict International coding standards set by the W3C (World Wide Web Consortium.)

7. Cost Effective and Flexible:

Compared to other CMS’s, building a website with WordPress is cost-effective has it allows you to choose from a wide array of WordPress themes & plugins that are priced at an affordable rate. It is also flexible, in the sense that this CMS can power all kinds of websites and you can practically build anything, be it an event management site, a simple blog, a personal website, or a full-fledged eCommerce website.

8. Provides Greater Accessibility:

Easy accessibility across various platforms is one of the reasons why WordPress is the best CMS. It uses a free license server software and can be installed on either Linux or Windows servers. Plus, it uses HTML and CSS along with PHP to render web pages, thus making your site accessible on all browsers as well as mobile devices such as iPhones, Android smartphones & more.

9. Better Time Management:

WordPress helps improve your productivity at work by providing you various options that can help you manage your time better.

WP Project Manager WordPress Plugins

For instance, with the help of the WP Project Manager plugin, you can manage an entire project – assign users, collaborate with team members, get an overview of the project, track milestones etc, all from a centralized unit i.e. your WordPress dashboard.

10. Boosts Creativity:

Thanks to the large collection of WordPress themes, you can now create a customized website that suits your style. WordPress allows you to easily change your site’s entire appearance and layout by integrating any theme that you want in your website’s design. Therefore, allowing you a free rein to explore varied creative options at a click-of-a-button.

11. Learning About WordPress Is Simple:

You don’t need to spend any money to learn about this powerful CMS. WordPress is developed on simple technology and learning about the basics of WordPress like how to edit content, add images/videos, publish a new post or web pages, would just take a few hours even if you are a beginner. Just check out this comprehensive tutorial that will help you learn all about WordPress.

12. More Functionality At Lower Cost:

Unlike traditional website design where everything needs to be programmed, WordPress provides you with a host of pre-written programs called Plugins that will help you to improve the functionality of your website that too at a lower cost.

WordPress Plugins Directory

However, it is essential that you don’t go overboard with installing plugins and keep it to the minimum, so as to provide your customers with a smooth and hassle-free user experience. Read this guide to know about the must-have WordPress plugins.

13. Multi-User Capability:

For larger companies, running a website and keeping their site up-to-date would require the help of multiple people. Thus, WordPress offers multi-user capability, so as to make it easier for you to assign different roles to individuals within your organization.

WordPress comes with six default user roles – Administrator, Editor, Author, Contributor, Subscriber. Thereby, giving you the right (as a site owner) to decide what a user can or can’t do on your website.

14. Inexpensive To Run and Maintain:

To run a WordPress powered website all you need is a good domain name and a reliable web hosting. Moreover, since WordPress is a robust CMS, where developers provide regular updates, the cost of maintaining a WordPress site is not high either. You can do it yourself with the help of few good plugins such as BackUpWordPress, WP-Optimize and Akismet.

Or to save time you can hire a digital agency that offers comprehensive Website maintenance & Security Services, right from backing up your website and installing updates to setting up security and optimizing your database.

15. Ease Of Printing:

Traditional websites were designed in such a way that they were too wide to print. However, with WordPress, you can print all your website’s content in an easy-to-read format.

Print Post and Page WordPress Plugin

Just install plugins like Print Post and Page or Print-O-Matic, and you’ll be able to print posts and web pages easily. Plus, you can also customize your printing page to suit your need.

16. Blogging Is Built-In:

By far the most amazing benefit of building a website with WordPress, this CMS allows you to easily add a blog to your site.

WordPress Built-in Blogging

WordPress is the best platform for blogging, as it comes with a default blogging configuration that provides you with varied options such as categories, tags, author, spam solutions, widgets, commenting, media, gravatars and more.

17. Existing Support Community:

Built by a dedicated community of professional web developers, consultants and academics, WordPress is an open source software that is supported by thousands of WordPress enthusiasts.

Anyone with a working knowledge of WordPress can contribute to this CMS platform and as such, once you start using WordPress you not only get free ongoing support from other community members, but you also get access to multitudes of free plugins and themes.

18. Innovative and Stable:

Like mentioned earlier, WordPress is used by millions of people worldwide and thus, it needs to be stable and keep up with trends in order to cater to such a vast audience.

Any vulnerabilities are quickly discovered and fixed by the dedicated WordPress community, thereby providing a stable and safe platform wherein businesses can run their website securely. Plus, with frequent updates to its software, WordPress has managed to stay ahead of its competitors in terms of superior & innovative technology.

19. Scalability:

As your business grows, you need a fast loading and fully functional website.


WordPress is aware of this fact and as such, with the right hosting service and CDN like CloudFare or MaxCDN, you’ll be able to create anything, be it a single blog or a multi-site website, without compromising on quality.

20. Speed and Efficiency:

WordPress is famous for its 5-minute install and allows you to build a website in less than a day. All you need is content and relevant pictures and you are set. Furthermore, WordPress optimization and efficiency are why it is the most loved CMS and unlike other CMS, it is highly flexible & adaptable and can be customized to your heart’s desire.

21. Open Source:

WordPress an open source software

In an open source software, the source code can be modified by anyone. This means anyone (even you) can build a new application or improve an existing feature.

This makes WordPress a free software without limitations for commercial use and other restrictions.

Also, compared to other website building tools, the dedicated community of WordPress ensures that all software is up-to-date and it requires no licensing fees.

22. Manage Your Website From Any Computer:

All you need is an internet connection and you can manage your WordPress blog or website from any computer and from anywhere. Best part, there are also free Apps available for IOSand Android mobile devices.

23. Allows You To Quickly Make Basic Changes:

With WordPress, you no longer need to wait for designers to make changes on your website. You could simply login to your WordPress account and make the necessary changes you want, which saves time as well as money.

24. Sends Out Automatic Notifications:

WordPress sends default notifications to site owners via email, each time a new user is registered or a new comment is added to their post. It also notifies you on new trackback & new pingback, thus keeping you on top of all things related to your website.

WordPress vs Static HTML – What’s Best for Your Business Website?

Do you want to launch a business website but not sure how to get started? Recently while attending an event, one of the users asked us what’s the advantage of using WordPress over a static HTML site. If you had a developer tell you that you need a HTML site or was wondering because you had heard this elsewhere, then you’re in the right place. In this article, we will compare WordPress vs HTML and what’s best for your business website.

What is WordPress?

WordPress is a Content Management System (CMS). Content Management Systems allow YOU to manage your website from a user friendly interface.

You can make all the changes on your website from an admin area which is quite easy to understand, even for absolute beginners.

While there are many CMS out there, WordPress is the most popular one because it powers nearly 26% of all websites on the internet.

It is important not to confuse with WordPress, the open source CMS is available on On the other hand, is a blog hosting service. Please see our guide on the difference between and

Having said that, let’s take a look at the pros and cons of using WordPress.

Advantages of Using WordPress

Easy to Update – You can simply login to your WordPress site and add new pages without paying your developer. WordPress is easy to use and has an intuitive user interface, which makes it easy for you to create or update pages on your site.

WordPress user interface

Professional Templates – There are thousands of ready-made templates that you can use on your site. These themes are developed by professionals from all over the world.

Incredibly Powerful – WordPress websites can be easily extended with plugins. By installing plugins, you can add any functionality to your existing website such as adding a contact form, adding a reservation system, adding a photo gallery, and more.

Full control and Ownership – You get full control of your website, its domain name, and all its contents. You can make any changes you want, and there is no limit on how much your site can grow in popularity, traffic, sales, and users.

Disadvantages of Using WordPress

Learning Curve – While WordPress is easy to use but it takes a while for most beginners to get familiar with the software. There is plenty of help available to get over this learning curve quickly, but it will take a little effort.

Maintenance – You will be responsible for keeping WordPress, installed plugins, and themes up to date. You can also use manged WordPress hostingwho can do this for you.

What is a Static HTML Website

HTML is the markup language used to display web pages. Most websites on the internet use HTML with a variety of markup and scripting languages to create web pages.

Typically you will need to hire a web developer to create an HTML website for your business. They will use HTML, CSS, JavaScript and some other technologies to build your website.

HTML code behind a static HTML site

CMS software like WordPress use database to store and retrieve content. On the other hand, HTML websites have all your content in static files.

Having said that, Let’s take a look at advantages and disadvantages of a HTML website for your business.

Advantages of a HTML Website

Little to No Maintenance – Once your website is live, you do not need to install any updates or regularly backup. If nothing is changed, you can just backup your website once and forget about it.

Low Requirements – HTML websites don’t need servers with PHP or MySQLinstalled on them. They can run on cheaper server with low resources. Although most good web hosting companies offer PHP and MySQL support.

Disadvantages of a HTML Website

No Updates – Unless you know HTML/CSS, static HTML websites can be very difficult to update for beginners. You will need to hire a developer even for smaller tasks like adding new pages, updating old content, or uploading videos or images.

No Additional Features – If your business grows and you want to add a feature to your website like a store, a survey or poll, a gallery, etc. All of this would require you to hire a developer and in most cases they would recommend you to move to WordPress.

Costs – Considering that you will have to hire people even for smallest tasks, the cost of a HTML website could get much higher than a WordPress website.

What is Better? WordPress or HTML?

Now that we know the pros and cons of both WordPress and HTML websites. Let’s talk about which one is better for your business website.

If you are certain that you will never want to update, change, or add anything new to your website, then by all means go for a HTML website. It will be faster and will serve your purpose.

If you want to have the freedom and control of your website and not waste money on monthly retainers paying developers to add images, then WordPress is obviously the better choice.

For those who want grow their business website to make you more money, then WordPress is the way to go forward.

Using WordPress you can add content to your website without hiring anyone. You can create as many pages as you need at any time.

You can add a blog section to keep your customers updated, or even build your own email list and keep bringing more customers to your business.

You will be part of a global community of businesses using WordPress to manage their online presence. You will find plenty of free help, resources, tools and plugins to grow your business every day.

Instead of paying developers loads of money for smallest things, you will be able to spend that money on growing your business with WordPress.

How to Get Started With WordPress for Your Business Website?

First, you will need to sign up for a WordPress hosting service provider. These are specialized companies that will host your website on their servers.

WordPress is famous for its quick and easy installation. After the installation you will need to select a theme for your website. You may also want to checkout the must-have WordPress plugins for business websites.

We hope this article helped you compare WordPress vs HTML and the best solution for your business website.

Dynamics 365 vs Salesforce – How Do You Choose?

When we think of CRM software, two big names come to mind: Salesforce and Dynamics 365. Both  are packed with features that are designed to make your small business more productive and help you  save time and money. But how can you decide which CRM will be the right fit for your business? By  taking a hard look at what systems you have in place, which features your teams need and how much  you’re willing to spend.


This is an important factor for any small business owner. Are you leaning toward Salesforce? Their Busi-  ness Edition, called the Lightning Professional, costs $75 US /user/month. This includes account and  contact management, opportunity tracking, lead management, customizable reports and dashboards  plus mobile access. The initial price may not seem high until you add on the extra costs for customizing  software and adding third-party solutions. On the other hand, a similar plan for Dynamics 365 will cost

$40 US per user/month and will include all the apps you need.

Looking for more ways to compare Salesforce and Dynamics 365? We’ve put together a quick list of  features that should help you decide which CRM is right for your business.



Dynamics 365 integrates with other Microsoft  products such as Office 365, Outlook, Power  BI and Microsoft Azure. This means you’ll be  working with applications you already know. Salesforce clients complain about being  nickled and dimed by Salesforce because  many apps are sold separately. Product  bundles don’t match what is being offered by  Microsoft.


Forrester Research says Dynamics 365 has  an advantage over Salesforce when it comes  to Business Intelligence because of Power BI.  Forrester gave Dynamics 5/5 for BI  capabilities. Salesforce scores lower for BI capabilities. In  its report, Forrester gave Salesforce’s Einstein  app a score of 3.4/5. However, experts say  Salesforce’s Marketing Cloud is better than the  Marketing app offered by Dynamics.


Dynamics 365 can be deployed in private  hosting, multi-tenant hosting, on-premises or  on a cloud platform. Salesforce is an on-demand, multi-tenant  hosting solution. This could result in a higher  total cost of ownership for some companies.


Because of its diverse portfolio of products,  Microsoft can offer competitive pricing,  licensing and bundling for Dynamics 365.

You’ll get more for your money.

Destination CRM noted that Salesforce has  developed a reputation for hidden costs, such  as add-on pricing, high storage costs and  higher prices for its Business edition


Dynamics 365 uses common web languages  such as Java, .Net and HTML. This means  businesses can develop their own  customizations and don’t have to rely on a  specific programming language. Customization in Salesforce is limited. Since  Salesforce is based on a multi-client cloud  environment, resources are shared. If one  tenant is taking up a lot of resources, it will  affect other tenants.


Dynamics 365 is available in 45 languages Salesforce is available in 18 languages


SherWeb’s Service Level Agreement  guarantees Dynamics users will have service  99.999% of the time. This means your  applications won’t be down for more than 26.3  seconds a month. The SLA is only provided on request. The  customer must negotiate the SLA directly with  Salesforce.