5 Benefits of Capturing E-Signatures with a DocuSign Connector for Dynamics 365
Looking for an accurate view of your sales pipeline?
From short term goals to longer term targets, use Dynamics 365 to understand sales activity and advance your plans.
Want to make informed sales decisions without guesswork?
Use real-time reporting to see where you are with each opportunity and collaborate to determine the best closing strategy.
Does your team have sufficient time to focus on selling?
Connected processes in Dynamics 365 Sales reduces administration, so teams can better focus their efforts on selling.
How Preact helps sales teams win with Dynamics 365
Accelerated Deployment
Helping you complete a rapid rollout of Dynamics 365 Sales.
Low Set Up Cost
With our packaged solutions and fixed-price starter packs.
Simple User Adoption
With a sales-optimised build template and eLearning resources.
Support
Supporting you in making continuous improvements with Dynamics 365.
Dynamics 365 Sales Guide
Considering the Microsoft Dynamics 365 Sales module? Learn more about how Preact and Dynamics will enable you to grow relationships, boost sales productivity and win faster.
Rapid Deployment of Microsoft Dynamics 365 Sales
Use Preact's Sales Accelerator template to complete your Dynamics 365 deployment in hours. This includes frequently recently customisations already build in to reduce set-up time and provide a great sales user experience from the get-go.
Best of all, the Sales Accelerator is available at no additional cost as part of our Managed Service.
Demonstrating Dynamics 365 Sales Hub
How Much Is Dynamics 365 Sales?
A choice of two licence types are available for the Microsoft Dynamics 365 Sales module:
- Dynamics 365 Sales Enterprise - full sales capabilities @ £71.60 per user / month.
- Dynamics 365 Sales Professional - core sales functions @ £49.00 per user / month, enabling sellers to get started with just the capabilities that are needed right now.
How Do Dynamics 365 Sales Professional & Sales Enterprise Licences Compare?
Both licence types provide entitlement to create and manage the following entities and processes in Dynamics 365: Leads, Opportunities, Accounts, Contacts, Activities, Campaigns, Marketing Lists, Products, Price Lists, Quotes, Orders and Dashboards.
Both licence types include basic case creation capabilities and capabilities to connect Dynamics 365 with Outlook, Microsoft Teams, Excel and Power BI.
Sales Enterprise users have entitlement to work across unlimited custom tables (entities), but Sales Professional is limited to a maximum of 15 custom tables which can be created and modified in a Dynamics environment.
Sales Professional licences are also subject to the 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 the above using Sales Enterprise.
The following Sales Hub functions and services are not available to Sales Professional users: sales goals, territory management, forecasting, product families & relationships, competitor tracking, Configure and define teams, knowledge base, Embedded Intelligence and business units.
At tenant level, Sales Professional licences receive the same default cloud storage entitlements compared to Sales Enterprise, but Sales Professional does not include an additional per-user capacity entitlement.
For Sales Enterprise, additional storage will accrue as follows:
- Dataverse for Apps Database Capacity: 250 MB per user licence
- Dataverse for Apps File Capacity: 2 GB per user licence
Sales Professional licences do not include entitlement to run custom applications or access custom Power Apps 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 entitlement for D365 Customer Voice surveys. If required, this can be purchased at an add-on cost. By contrast, Sales Enterprise includes default capacity for up to 2000 survey responses per tenant / month.
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.
Unsure which licence is right for your business? Let's discuss your requirements, so we can answer your Dynamics 365 licensing questions. Request a call back today
RELATED: What's Included with a Dynamics 365 Sales Enterprise Licence
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How to Drive Digital Transformation with Dynamics 365
Get your guide to winning faster through connected sales processes and intelligent insights.
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