How does your organization engage customers – and how do you ensure your sales team has a comprehensive understanding of your customers’ needs? Does your sales team have the right software tools on hand to manage leads, opportunities, and customers more effectively?

If you are looking for a cloud CRM experience that gives your sales team a 360-degree view of your customer engagement and actionable insights – then you might be considering Dynamics 365 Sales.

If you have done the slightest bit of research on Dynamics 365 Sales, then you know there are two license types: Dynamics 365 Sales Professional and Dynamics 365 Sales Enterprise. So, which of these license types is right for your organization? Either way – it’s important to note that both D365 Sales Professional and D365 Sales Enterprise integrate with everyday productivity tools from the Microsoft Office 365 Stack like Outlook, Excel. One Drive/SharePoint etc.

Differences in Licensing

  • Dynamics 365 Sales Professional licenses bring the core sales capabilities to fit the needs of organizations that have a smaller sales force, whereas D365 Sales Enterprise brings full sales capabilities fit for larger organizations and enterprises.
  • While Sales Professional licenses can only be deployed in the cloud – organizations can be granted dual usage rights for on-premise and cloud versions of Dynamics 365 Sales Enterprise.
  • Both D365 Sales Professional and D365 Sales Enterprise cannot be deployed on the same instance – but both app modules can be deployed on the same tenant.
  • Sales Enterprise is licensed by a named user and device; Sales Professional can be licensed only by a named user.
  • There are no maximum user numbers for D365 Sales Professional or D365 Sales Enterprise.

Why is D365 Sales Professional perfect for small businesses?

Are you starting to notice that your sales team is outgrowing their basic sales tools and needs a comprehensive cloud solution that is secure and reliable, and eliminates repetitive business processes? Dynamics 365 Sales Professional brings you basic CRM functionality that allows you to manage Leads, Accounts, Opportunities, and Contacts while enabling you to send mass emails, manage products, price lists, orders, quotes, and invoices. It comes with familiar features, intelligent insights, and integrates with productivity tools from the Microsoft Office 365 Office stack that we use on a daily basis, like Excel, Outlook, Microsoft Teams or Share Point.

  • Create and manage the following entities & processes: Leads, Opportunities, Accounts, Contacts, Activities, Campaigns, Marketing Lists, Products, Price Lists, Quotes, Orders, and Dashboards.
  • Case creation capabilities
  • Custom Entities: Along with out-of-the-box entities that cover most sales processes and scenarios within an organization – you can create custom entities to store important data that is unique to your business. With Dynamics 365 Sales Professional you get to create and modify up to 15 custom entities.
  • Customizations: Dynamics 365 Sales Professionals allows for more customizations including:
    • 5 Guided Process Flows
    • 2 Forms and Views per entity
    • 5 System Charts & Dashboards
    • 15 Queues

What are the benefits of moving to D365 Sales Enterprise?

If your organization is larger in size and your line of business requires a more complex and intelligent solution for your in-house marketing team, or simply, if you are using Microsoft Office 365 E+, then Dynamics 365 Sales Enterprise fits your organization best.

Features in Sales Enterprise that are not available to Sales Professional users:

  • Forecasting
  • Competitor tracking
  • Sales Playbook & Knowledge base
  • Embedded Intelligence
  • Business Units
  • Territory Management
  • Sales Goals
  • Product Families & Relationships

 The following inbuilt Sales Enterprise functions and services are not available to Sales Professional users:

  • Sales Goals
  • Territory Management
  • Forecasting
  • Product Families & Relationships
  • Competitor tracking
  • Configure and define Teams
  • Sales Playbook
  • Knowledgebase
  • Embedded Intelligence
  • Business Units

Building custom apps & survey management

Sales Enterprise allows organizations to access Power Apps portals and build custom apps deployed in the same environment as Dynamics 365. With the Sales Professional license, organizations don’t get to access Power Apps portals or create custom apps.

Organizations using Dynamics 365 Sales Professional will have to purchase Customer Voice Surveys as an add-on, whereas for organizations using Dynamics 365 Sales Enterprise up to 2000 survey responses per tenant/month are available.

If you still need help with moving to a cloud CRM like Dynamics 365 Sales, reach out to your dedicated team of consultants and developers at Solutionade. 

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