
Real-Time Marketing & Other New Features for Dynamics 365 Marketing
From short term goals to longer term targets, use Dynamics 365 to understand sales activity and advance your plans.
Use real-time reporting to see where you are with each opportunity and collaborate to determine the best closing strategy.
Connected processes in Dynamics 365 Sales reduces administration, so teams can better focus their efforts on selling.
Helping you complete a rapid rollout of Dynamics 365 Sales.
With our packaged solutions and fixed-price starter packs.
With a sales-optimised build template and eLearning resources.
Supporting you in making continuous improvements with Dynamics 365.
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.
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.
A choice of two licence types are available for the Microsoft Dynamics 365 Sales module:
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:
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:
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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