
Real-Time Marketing & Other New Features for Dynamics 365 Marketing
If you are considering implementing Dynamics 365 Sales, or if your organisations is already using the application, it's useful to know what features and entitlements are included to maximise its value. In this post, we are focusing on the Sales Enterprise licence.
Please get in touch if you have any Dynamics 365 licensing questions, or to discuss enabling any of the capabilities that we've listed below.
The Sales Enterprise licence provides access to the pre-packaged Dynamics 365 Sales Hub experience which includes:
Features & Capabilities | D365 Sales Enterprise |
Accounts, Contacts, Activities & Notes | ✓ |
Dashboards & Charts | ✓ |
Mobile & Tablet Apps | ✓ |
Lead & Opportunity Management | ✓ |
Guided Sales Processes | ✓ |
Quotes, Orders & Invoices | ✓ |
Products & Price Lists | ✓ |
Sales Goals | ✓ |
Create Cases | ✓ |
Marketing Lists | ✓ |
Quick Campaigns | ✓ |
Create Knowledge Posts | ✓ |
Unlimited Custom Entities | ✓ |
Configure Teams, Territories & Business Units | ✓ |
Track emails and check contact interactions from virtually any device with Outlook. For example, use the Outlook app to create a new Dynamics 365 contact from an email, track emails to any record type in Dynamics, look-up relationship information from an email and view contextual records from emails including recent activities and open opportunities.
Dynamics 365 for Sales Enterprise includes entitlement to deploy integrated self-service Power Apps web portals and enable internal usage at no additional cost. External users are licensed by usage per login for authenticated users and / or by page views for anonymous users. Pre-built templates are available for customer, partner and employee scenarios. READ MORE
Since 1 April 2019, new Dynamics 365 agreements including Sales Enterprise have received the following:
Common Data Service for Apps Database Capacity: 10 GB
Transactional database storage for entity definitions and record data.
Common Data Service for Apps File Capacity: 20 GB
Capacity to store attachments for notes or emails in D365 Customer Engagement apps and PowerApps. This can include Word documents, image files, PDF files, spread sheets, videos and other business files.
Common Data Service for Apps Log Capacity: 2 GB
Separate storage capacity for audit logs will track record and attribute data changes. This includes field value record updates, previous values, security role updates, data / time of access.
Additional storage entitlements will accrue for each additional Sales Enterprise user as follows:
Read more about storage for Dynamics 365.
New production or sandbox instances can be created provided at least 1 GB of CDS for Apps Database Capacity is available. Each additional Dynamics environment created will consume at least 1 GB of Database Capacity.
Dynamics 365 Customer Voice enables surveys and polls to be easily created that can collect customer feedback, measure satisfaction, and organise events. Use Customer Voice to create, distribute and analyse integrated surveys across Dynamics 365, Office 365 and Microsoft Business Apps.
Dynamics 365 for Sales Enterprise includes entitlement to Customer Voice with capacity for up to 2000 survey responses per month / tenant. Additional capacity can be purchased for an add-on cost.
A free connector brings together Dynamics and Sales Navigator providing a unified solution with relevant, actionable insights for sales professionals. In bringing relationship detail together the connector helps sales users focus on the right prospects, personalise engagements and expand relationships with insights.
(Requires Sales Navigator Team or Enterprise)
This covers a suite of features which continuously analyse customer-interaction data stored in Dynamics 365 for Sales and Microsoft Exchange, to help sales professional better understand their business relationships, evaluate activities and choose the next best action.
This includes a relationship assistant that analyses daily actions and communications and uses these to drive contextual insights through action cards which help sales team focus on what’s important today.
Dynamics 365 Sales Enterprise includes entitlement to run standalone Power Apps within the context of the same Dynamics environment.
Enables workflows and process to be automated between multiple cloud apps and service to handle approvals, deliver notifications, look-up data, add conditions and perform many more actions. D365 Sales Enterprise includes entitlement to run an uncapped amount of automated, instant and scheduled flows within the context of the application.
The UK commercial price of Microsoft Dynamics 365 Sales Enterprise totals £71.60+VAT per user / month as a base application. Separate pricing for Dynamics 365 is available for charities, educational and public organisations. The Sales Enterprise is also available as an attachment licence and in these scenarios is priced at £15.10+VAT per month.
Contact Preact to find out more about other licensing options for Dynamics 365 and PowerApps.
Delivering AI driven insights from data in Dynamics and Office 365.
Through a combination of analytics and data science on top of Dynamics with Office data, Sales Insights helps leaders answer their most important business questions. This proactively monitors data and uses machine learning to provide insights that helps sales managers:
The Sales Insights an add-on for Dynamics 365 Sales is priced at £37.70+VAT per user / month.
Request a free check to confirm the most cost effective licences for you and your team.
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