Microsoft Dynamics 365 Sales Professional
Streamlined Sales force automation for sales teams of any size
Manage your business’ sales opportunities, planning and performance with ease with Microsoft Dynamics 365.
Dynamics 365 Sales Professional
Despite the obvious benefits of Dynamics 365, not all businesses could previously afford to introduce the full Dynamics 365 Sales product into their company, due to timescales and implementation costs. However, with Dynamics 365 Sales Professional, a new price point is now available for businesses who just want to focus on the sales features of Dynamics 365 and do not require all the functionality that the Enterprise Suite offers.
Seamless upgrade path
As Dynamics 365 Sales Professional shares the same platform as the Enterprise licence, should you find that your CRM requirements grow, you can upgrade to the Enterprise licences at a later date.
What’s included with a Professional Licence?
- Full access to Dynamics 365 Sales functionality, including Leads, Opportunities, Contacts, Order and Quotes
- Access to the Case Management entity to help you to provide Customer Service from within Dynamics 365 (For more comprehensive functionality, including SLAs, you may want to consider upgrading to the full Customer Service app)
What limitations should I be aware of?
- Advanced Sales features such as Goals, Territories, Forecasting, Competitors and Gamification are not included in Sales Professional.
- Full customisation. The Enterprise licence allows you tailor virtually every aspect of the system to your needs, but there are some restrictions to these options with a Professional licence.
- No access to custom applications using Power Apps.
Should your business not require this functionality, then a Sales Professional licence could be right for you. For more demanding Sales requirements, the full Dynamics 365 Sales App may be a better alternative.
Find out more
For more information on Microsoft Dynamics 365 Sales Professional and how its power can take your business to the next level, get in touch below
Drive productivity with Dynamics 365 for Sales Professional & Office 365
Microsoft Dynamics 365 Sales Professional Pricing (UK)
Sales Professional
£49
Per User, Per Month- Full access to Sales functionality with Dynamics 365
- Access to Case Management
Team Member
£6
Per User, Per MonthIncludes light use of these apps –
- Dynamics 365 for Operations
- Dynamics 365 for Sales
- Dynamics 365 for Customer Service
- Dynamics 365 for Field Service
- Dynamics 365 for Project Service Automation
Full feature comparison - Dynamics 365 Sales
Dynamics 365 Sales Professional | Dynamics 365 Sales Enterprise | Dynamics 365 Sales Premium | ||
|---|---|---|---|---|
| Unlimited Users | ||||
| Access to Sales entities | Includes Leads, Opportunities, Accounts, Contacts, Products, Price Lists, Quotes, and Orders | |||
| Forms/Views per table | 2 | Allows for variations on forms/views for individual roles, providing streamlined data entry flow | ||
| Maximum number of custom entities | 15 | Unlimited | Unlimited | |
| Custom workflows | ||||
| Business Process Flows | Maximum of 5 | 10 per table | 10 per table | Business Process Flows are used to guide users through the system, ensuring relevant information is captured at the correct times |
| Reporting/Dashboard Customisations | 5 | |||
| Additional Storage Further details | Additional cost | 250MB Database & 2GB File storage for each additional user | 250MB Database & 2GB File storage for each additional user | |
| Portal | Internal access by licensed users for employee self-service portals powered by CRM data | |||
| Queues | Maximum of 15 | |||
| Cases for Sales | Allows sales teams to create Cases for customer service teams | |||
| Basic Marketing | ||||
| Goals | ||||
| Sales Literature | ||||
| Hierarchies | ||||
| Relationships | ||||
| Territory Management | ||||
| Dynamics 365 Teams | ||||
| Forecasting | ||||
| Mobile Offline Sync | ||||
| Embedded Intelligence | Analyse your customer-interaction data. More information |
|||
| Dynamics 365 Customer Voice | Powerful survey and feedback functionality | |||
| Power Automate | Powerful workflow automation | |||
| Power Apps | Add-on only | Custom applications within the same environment as the Dynamics 365 application | ||
| Call Transcription | ||||
| Keyword, Sentiment, and Emotion Analysis | ||||
| Competitors | ||||
| Competitive products, brand and Pipeline Analysis | ||||
| Product Families/Hierarchies | ||||
| Coaching Tools | ||||
| Knowledgebase | ||||
| Business Card Reader | 10 scans/user/month, pooled | |||
| Predictive Forecasting & Scoring | ||||
| Sales Accelerator | ||||
| Pipeline Intelligence | ||||
| Relationship Analytics | ||||
| Connection Insights | ||||
| Email Engagement | ||||
| Assistant Cards | ||||
| Auto Capture | ||||
| Conversation Intelligence | ||||
| Sales Accelerator | ||||
| Lead & Opportunity Scoring | ||||
| Notes Analysis | ||||
| Connection Insights: Who Knows Whom | ||||
| Pipeline Intelligence | ||||
| Relationship Analytics | ||||
| Copilot in Dynamics 365 Sales | ||||
| Copilot for Sales App | ||||
| Microsoft 365 Copilot for Sales | Additional cost | Additional cost | Additional cost |
Items marked with a are included, but are limited
