Comparing Microsoft Dynamics 365 Sales Licenses
When it comes to Microsoft Dynamics 365 Sales, there are various licensing options available to you: Sales Professional, Sales Enterprise, Sales Premium and Team Member. All of which come with differing capabilities and storage capacities. As a Partner, we will guide you on the best license to suit your business needs. However, we have outlined the main features, costs, and capabilities of each license type below so you can better understand which license you might require.
Click on one of the below titles to skip to that section:
– Dynamics 365 Sales Professional
– Dynamics 365 Sales Enterprise
Dynamics 365 Sales Professional
Dynamics 365 Sales Professional is the lower-tier license for the Sales application. It enables businesses to get started with the capabilities they need initially and is often better suited for those with less complex needs.
Cost: £53.40 per user/month
Features:
- Lead and opportunity management
- Marketing lists and quick campaigns
- Products, price lists, and product bundles
- Quotes, orders, and invoices
- Phone call, appointment and task activities and notes
- Dynamics 365 Mobile client app (online only)
- Dynamics 365 for Outlook app
- Excel and Word integration
- Read all data, including standard and custom tables
Limited customisation capability, including:
- Create and modify up to 15 custom tables
- Secure data within one business unit
- Create up to 5 Business Process Flows
- Create up to 5 Dashboards
- Create up to 2 forms or views per table
- Configure up to 15 queues
Dynamics 365 Sales Enterprise
Dynamics 365 Sales Enterprise is the mid-tier license for the Sales application which offers more capabilities than Sales Professional. It is best suited for businesses that need more than just standard CRM capabilities as it provides customisation, extensibility, embedded intelligence, manual forecasting, and several other features that are exclusive to this license type in comparison to Professional.
Cost: £78.10 per user/month
Features: Same as Dynamics 365 Sales Professional plus:
- 2,000 Customer Voice responses per tenant per month
- Sales Hub app
- Forecasting
- Product, relationships, and hierarchies
- Cases (for Sales)
- Business card scanner (10 per user/month)
- Assistant (standard cards)
- Email intelligence (email engagement and auto-capture)
- Sales playbooks
- Competitors, sales goals, sales literature, and territory management
- Dynamics 365 Mobile client app (offline capability)
- Read all data, including standard and custom tables
Comprehensive customisation capabilities, including:
- Write access to all standard and custom tables
- Supports complex business unit hierarchy to secure data
- Assign records to teams as well as users
- Create unlimited Business Process Flows
- Create unlimited Dashboards
- Create unlimited forms or views per table
- Configure unlimited queues
- Create unlimited model-driven apps within the same environment
Dynamics 365 Team Member
Dynamics 365 Team Member license is a basic license, best suited for businesses who have ‘light’ users of the Dynamics 365 solution. Microsoft recognised that most organisations have a set of users who require limited access to the applications and just perform simple tasks like entering timesheets or updating records, so do not require full user capabilities. Through a Team Member license, users have full read access across the Dynamics 365 applications, however, they are restricted to the activities they can perform.
Cost: £6.60 per user/month
Features:
- Work with contacts
- Add or remove connections for accounts and contacts
- Associate marketing lists with accounts or contacts
- Phone call, appointment and task activities and notes
- Dynamics 365 Mobile client app (online only)
- Dynamics 365 for Outlook app
- Excel and Word integration
- Read all data, including standard and custom tables
Restricted customisation capability, including:
- Create, read, update and delete contacts, activities, and notes
- Access Team Member model-driven apps only
- Create and modify up to 15 additional tables
- Update their own employee information
For more information on Team Member licensing – Click here.
Licensing Rules
Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional offer different capabilities. It is not possible to deploy both Enterprise and Professional in the same environment.
Storage Capacity
The first Base license for a Dynamics 365 product includes its default capacity, which is shared per tenant:
Additional Dynamics 365 Enterprise user licences purchased accrue additional storage capacity:
Additional storage capacity can be purchased.
Request Limits and Allocations
To ensure service levels, availability, and quality, Microsoft enforces limits on the number of requests users can make each day across their Dynamics 365 products. For more information on the platform request limits provided by the Dynamics 365 Sales licenses, click here.
Migrating from Sales Professional to Sales Enterprise
As previously covered, Dynamics 365 Sales Professional is targeted at businesses that have simpler sales needs and do not require full sales capabilities. However, if at any point you find your requirements growing, you can easily upgrade to Dynamics 365 Sales Enterprise. For more information on the upgrade path from Sales Professional to Sales Enterprise, click here.
Get in touch
If you are looking to discuss your Dynamics 365 licensing options or looking to implement Dynamics 365 in your business, then please do not hesitate to get in touch. You can do so by filling out the contact form below, emailing us at info@pragmatiq.co.uk, or calling us on 01908 038110.
