Comparing Dynamics 365 Sales Professional & Sales Enterprise
If you are planning to rollout Microsoft Dynamics 365 to a sales team, two licence types are available.
- Dynamics 365 Sales Enterprise - full sales capabilities
- Dynamics 365 Sales Professional - core sales functions at a reduced rate for businesses with simpler sales force needs
In this post we'll cover the main differences and shared capabilities between each SKU to help you select the best licence for your requirements.
Why Sales Professional?
To avoid unnecessary complexity and distraction, Sales Professional helps sellers get started with just the capabilities that are needed right now. With a role based set-up this enables a quick implementation in just a few days without spending extra time, and money, configuring additional features.
- Sales Enterprise @ £71.60 per user / month
- Sales Professional @ £49.00 per user / month
Neither Sales Professional nor Sales Enterprise are subject to a minimum or maximum number of user licences.
Available in both Sales Enterprise & Sales Professional
Both Sales licence type provide entitlement to create and manage the following entities and processes in Dynamics 365: Leads, Opportunities, Accounts, Contacts, Activities, Campaigns, Products, Price Lists, Quotes, Orders and Dashboards. Both licence types also include basic case creation capabilities.
Finally, both provide consistent capabilities for connecting Dynamics 365 with Outlook, Microsoft Teams, Excel and Power BI.
Dynamics 365 includes out-of-the-box entities that cover most sales scenarios but your organisation may need to create custom entities to store additional data specific to your business.
Sales Enterprise users have entitlement to work across unlimited custom entities whereas Sales Professional is limited to a maximum of 15 custom entities which can be created and modified.
Sales Professional licences are also subject to following limitations:
- Guided process flows - 5 maximum
- Forms and Views - 2 maximum per entity
- System Charts & Dashboards - 5 maximum
- Queues - 15 maximum
Unlimited capacity entitlement is available for each of these using Sales Enterprise.
Exclusive to Sales Enterprise
The following inbuilt Sales Enterprise functions and services are not available to Sales Professional users:
- Sales Goals
- Territory Management
- Marketing Lists
- Marketing Campaigns
- Quick Campaigns
- Product Families & Relationships
- Competitor tracking
- Sales Playbook
At tenant level, Sales Professional licences receive the same default cloud storage entitlements compared to Sales Enterprise. However, Sales Professional does not include an additional per user capacity entitlement.
For Sales Enterprise, additional storage will accrue as follows:
- Common Data Service Database Capacity: 250MB per user licence
- Common Data Service File Capacity: 2GB per user licence
Sales Professional licence do not include entitlement to run custom applications or access custom portals. Sales Enterprise licences enable unlimited access across custom apps and portals where these are deployed in the same environment as Dynamics 365.
Sales Professional does not include capacity for Forms Pro responses. If required, these can be purchased at an add-on cost. Sales Enterprise include default capacity for up to 2000 survey responses per tenant / month.
A mix and match between Sales Professional and Sales Enterprise licences is only available at tenant level. These app modules cannot be deployed on the same instance.
With many customers deploying the product in a single instance the choice will be to license all sales users with either Sales Professional or Sales Enterprise. Further licensing options include Team Member licence for light usage across all Dynamics apps.
Dual usage rights between Dynamics 365 on-premise and cloud are only granted to Sales Enterprise licences. Sales Professional licences are only available for a cloud deployment.
Finally, Sales Professional will only be licensed on a named user basis while Sales Enterprise can be licenced by a named user or device.
Moving from Sales Professional to Enterprise
If at any point your requirements change, an upgrade can be made from Sales Professional to Sales Enterprise. Find out how with this step by step guide.
As a Dynamics 365 implementation and support partner, Preact are here to help. Please get in touch if you have any questions about the licensing of the Sales app.