Comparing Dynamics 365 Sales Professional & Enterprise Licences
If you are planning to deploy Microsoft Dynamics 365 for a sales team you will need to decide which sales app should be licensed.
In its Spring 18 update, Microsoft rolled out a new licensing guide featuring two Dynamics 365 Sales apps.
- Sales Enterprise offers full sales capabilities that will meet complex requirements
- Sales Professional includes core sales functions at a reduced rate for businesses with simpler sales force needs.
Before diving into the differences between these, we'll start with the features and capabilities offered by both apps:
Neither Sales Professional nor Sales Enterprise is subject to any minimum or maximum number of user licences.
Available in both Sales Enterprise & Professional
Full users of either Sales app will have access to create and manage all the following entities and processes in Dynamics 365: Leads, Opportunities, Accounts, Contacts, Activities, Campaigns, Products, Marketing Lists, Price Lists, Quotes, Orders, Dashboards, Custom entities.
An important change with the Spring 18 licensing update is the added inclusion of case management capabilities which are now available with both sales apps.
While, advanced case management functions remain exclusive to D365 for Customer Service (including service level agreements and entitlement entities) Sales Professional and Enterprise licence users can create, read and update cases.
Finally, both sales apps offer the same functionality for connecting Dynamics 365 with Outlook, Excel and Power BI.
Limited Capabilities in Sales Professional
Whereas Sales Enterprise provides unlimited usage rights, the following Dynamics 365 restrictions apply for Sales Professional users:
- Forms - maximum of 2 per entity. For example this would only enable a couple of variations for contact or opportunity record forms
- Custom Entities - maximum of 15
- Guided Business Process Flows - limited to a maximum of 5 process flows
- Custom Workflows - limited to a maximum of 15 workflows
- Reporting customisations - maximum of 5
Greater flexibility is extended for third party solutions added from AppSource as these will not count against the above limits for customer entities, business process flows or customer workflows. However, the Sales Professional app is restricted to a maximum of 10 installs of third party apps from AppSource or other sources.
Exclusive to Sales Enterprise
The following functions and services are not available to Sales Professional and are accessible only to licensed users of Sales Enterprise:
- Sales Goals
- Territory Management
- Voice of the Customer surveys
- Microsoft Social Engagement
- Mobile Offline Sync
- Sales embedded insights (formerly Relationship Insights)
In addition, Sales Professional user licences do not include entitlement to deploy an integrated web portal or a non-production instance but each of these can be purchased for an add-on cost. By default, Sales Enterprise customers are able to deploy a single non-production instance of Dynamics 365 and, subject to a minimum of 5 or more Enterprise users, also have entitlement to implement a customer web portal.
Finally, Powerapps is not included with Sales Professional.
A mix and match between Sales Professional and Sales Enterprise licences is only available at tenant level as these application modules may not be deployed on the same instance.
With many Dynamics 365 customers deploying the product in a single instance the choice will be to license all sales users with either Sales Professional or Sales Enterprise.
Microsoft has stated that it will offer a step up licence from Professional when users need to move to the full capabilities of Sales Enterprise.
Further licensing options also include the long standing Team Member licence for light usage across all Dynamics 365 apps and the D365 Customer Engagement Plan for full access across all Enterprise level 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 whereas Sales Enterprise can be licences by named user or device.
In deciding which Dynamics 365 Sales app is best for your requirements the items listed as limited capabilities in Sales Processional licences could prove crucial tipping points. As an example, it is not uncommon that Dynamics 365 customers rely on several dozen automated workflows to handle their processes so the Sales Professional limitation of 15 custom workflows could quickly present a barrier.
These factors as much as the pricing difference of around £20 per month between both application modules will likely enter the mix in purchasing decisions.
As a Microsoft Dynamics 365 partner, Preact are here to help. Please get in touch if you have any questions or if need any clarification about the licensing of the D365 for Sales.