Streamlined sales management software for sales teams of any size. Manage your business’ sales opportunities, planning and performance with ease with Microsoft Dynamics 365.
Despite the obvious benefits of Dynamics 365, not all businesses could previously afford to introduce the full Microsoft Dynamics 365 Sales product into their company, due to timescales and implementation costs. However, Dynamics 365 Sales Professional presents a fantastic option for businesses who just want to focus on the sales features of Dynamics 365 and do not require all the functionality of Microsoft Dynamics 365 Sales Enterprise.
As Dynamics 365 Sales Professional shares the same platform as the Enterprise licence, should you find that your CRM requirements grow, you can upgrade from a Dynamics 365 Sales Professional license to the next level Enterprise version at a later date.
Should your business not require this functionality, then a Dynamics 365 Sales Professional license could be right for you. For more demanding Sales requirements, the full Dynamics 365 Sales App may be a better alternative.
Dynamics 365 Sales Professional | Dynamics 365 Sales Enterprise | Dynamics 365 Sales Premium | ||
|---|---|---|---|---|
| Feature | ||||
| Sales force automation | Includes lead, opportunity, account, and contact management, product and price lists, bundles, quotes, orders, and invoices. | |||
| Mobile app | ||||
| Microsoft 365 interoperation | ||||
| Reporting and dashboards | Includes export to Excel and advanced analytics with Microsoft Power BI. | |||
| Customisation and automation | Limited | With Microsoft Power Automate. Requires additional licenses. | ||
| Custom apps | With Microsoft Power Apps. Requires additional licenses. | |||
| Advanced sales force automation | Includes forecasting, assistant cards, competitor, sales goals, and territory management. | |||
| Conversation intelligence | Included capacity | Included capacity | Included capacity | |
| Sales engagement | Included capacity | Included capacity | ||
| Advanced sales engagement | ||||
| LinkedIn Sales Navigator* | ||||
| Copilot capabilities in Dynamics 365 Sales | ||||
| Copilot capabilities in Outlook | ||||
| Copilot capabilities in Microsoft Teams | ||||
| Included Copilot Credits | 1,000 |
Items marked with a  are included, but are limited
For more information on Microsoft Dynamics 365 Sales Professional and to discover if it would meet your business requirements, contact us using the form.