It’s obvious to ask which variant of Dynamics 365 Sales – Professional or Enterprise – is suitable when thinking about rolling Dynamics 365 Sales for managing business processes.
Choosing between D365 Sales Enterprise and Sales Professional is a matter of one’s business requirements. Meaning, features & functionalities needed to smoothly run and manage business activities under budget. No other solution like Microsoft Dynamics 365 Sales, a cloud-based software application, comes with various license types, packages and rates concerning the modules of the required solution.
And about the difference between Dynamics 365 Sales Professional and Enterprise, D365 Sales Professional has core features, whereas D365 Sales Enterprise includes all features. Below are the key differences that you can refer to –
|Features||D365 Sales Professional||D365 Sales Enterprise|
|Sales lead & opportunity management||*||*|
|Quick Campaigns & Marketing Lists||*||*|
|Products, price Lists and product bundles||*||*|
|Quotes, Orders, & Invoices||*||*|
|Data enrichment solution discovery & CPQ||*||*|
|Live Org Charts||*||*|
|Product, relationships, & hierarchies||*|
|Cases for Sales||*|
|Business Card Scanner||Add-On||*|
|Assistant (Standard Cards)||*|
|Email intelligence (email engagement and auto-capture)||*|
|Competitors, Sales Goals & Territory Management||*|
|Partner Relationship Management||*|
|Microsoft Office 365 Integration||Limited||*|
|Reporting & Analysis||Limited||*|
|Export to Excel, advanced analytics with separate Power BI license||*||*|
|Real-time sales reports & dashboards||*||*|
|Customization & Extensibility||Add-On||*|
In general, keep the following three things in mind before choosing between D365 Sales Enterprise and D365 Sales Professional:
- Requirement of the level of customizations and adaptations.
- The need for the number of dashboards.
- The type and the number of business processes.
What is common to both Sales Enterprise & Sales professionals?
Both the software applications provide entitlement to create and manage the below-mentioned processes, entities, and basic case creation capabilities in Microsoft Dynamics 365 under their license types:
- Marketing Lists
- Price Lists
Pricing for Dynamics 365 Sales Professional Vs Enterprise
Dynamics 365 Sales Professional: Users will have core sales force automation and Office 365 integration at $65 per user/month
Dynamics 365 Sales Enterprise: Businesses will need to put in $ 95 per user/month for industry-leading sales force automation along with contextual insights, and advanced customization capabilities.
In addition to that if you want the combined capabilities of “Dynamics 365 Sales Enterprise” and “LinkedIn Sales Navigator”, you’re advised to choose Microsoft Relationship Sales – starting from $130 per user/month.
What’s exclusively available to Dynamics 365 Sales Enterprise?
If business leaders choose merely to go with D365 sales professionals, they will miss out on the following powerful functions and services that D365 Sales Enterprise comes with:
- Sales Goals
- Territory Management
- Product Families & Relationships
- Competitor Tracking
- Configure and Define Teams
- Sales Playbook
- Embedded Intelligence
- Business Units
Remember, D365 Sales Professional licenses provide (no additional per-user capacity entitlement) the same default cloud storage capabilities to users compared to D365 Sales Enterprise at the tenant level.
D365 Sales Enterprise users will also get additional storage as follows:
- Common Data Service Database Capacity: 250MB per user license
- Common Data Service File Capacity: 2GB per user license
The tenant level is the only place mixing and matching for Sales Professional and Sales Enterprise licenses can occur. Also, there can be no simultaneous deployment of these app modules since most organizations prefer deploying a sales application in a single stroke – the choice will be whether to go for Sales Enterprises or Sales Professionals for a license.
Again, for light usage across all Microsoft Dynamics 365 apps, businesses can opt for a Team Member license.
Moreover, Dynamics 365 Enterprise licenses are the only ones that allow businesses to use their licenses for on-premises purposes and in the cloud simultaneously. But there is only a single type of license available Dynamics 365 Sales Professional – for a cloud-based software application.
Note: For D365 Sales Professional, businesses will require to get a named user license, while a named device license is needed for D365 Sales Enterprise.
This app can only be installed on D365 Sales Enterprise licenses and every customization must be done using Sales Professional’s dedicated app.
Moving from Sales Professional to Enterprise
Transitioning from Dynamics 365 Sales Professional to Dynamics 365 Sales Enterprise is quite easy. Users can upgrade the Sales Professional version to Sales Enterprise at any time whenever there are changes in the requirements.
Promotional Offers from Microsoft
Microsoft from time to time rolls out offers for qualifying customers. Keep reading our blogs for either Dynamics 365 Sales Professional or Enterprise, and other products under Microsoft Dynamics 365 like Dynamics 365 Customer Service, Supply Chain and Operations, Human Resources, and more. Also, do not forget to ping us if you want to explore how our team at Dynamics Square can help you successfully implement such a robust CRM automation project.