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 licence should be purchased.
In its Spring 18 update, Microsoft rolled out a new licensing guide featuring two Sales licences.
- 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:
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 licence 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 types 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 Sales Professional licence is limited to a maximum of 15 custom entities.
** UPDATE ** Previously, Microsoft referenced further restrictions across the maximum number of process flows, forms and custom workflows but these no longer appear in the latest (January 2019) licensing guide.
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
- Advanced find
- Territory Management
- Voice of the Customer surveys
- 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 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 10 or more Enterprise users, also have entitlement to implement a customer web portal.
Finally, Powerapps P2 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 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 also include Team Member licence for light usage across all Dynamics apps and the 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.
Moving from Sales Professional to Enterprise
If at any point your requirement have changed you can upgrade from Sales Professional to Sales Enterprise. Find out how with this step by step guide.
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 Sales app.