Comparing Microsoft Dynamics 365 Sales Professional vs Sales Enterprise

June 4, 2018 CRM News and Info

Should you buy a Sales Professional or a Sales Enterprise user license for Microsoft Dynamics 365?

Here is a summary of the differences between these two license types. Our customers cross both editions, however the ones that fall into the Professional category are very happy they are now only paying for the features they need.

Features	Sales Professional	Sales Enterprise
	$ 65 per user per month	$ 95 per user per month
User Cap	No Cap	No Cap
Sales Management
Lead & Opportunity Management	•	•
Marketing Lists & Sales Campaigns	•	•
Competitors, Sales Goals & Territory Management		•
Product Taxonomy & Relationships, Hierarchies		•
Product & Price Lists	•	•
Quote, Order, Invoice	•	•
Social Engagement/Gamification/Voice of Customer		•
Mobile Offline Sync		•
Versium/Insideview		•
Relationship Insights		•
PowerApps & Microsoft Flow	Included	Included
Create Cases	•	• (New!)
Customization – Custom Entities*	Max 15	Unlimited
Customization – Business Process Flows*	Max 5	Unlimited
Customization – Custom Workflows*	Max 15	Unlimited
Customization – 3^rd Party App Installs	Max 10	Unlimited
Forms	1 Form	Unlimited
Reporting & Analysis
Export to Microsoft Excel, Advanced analytics with PBI license	•	•
Real time sales reports and dashboards	Max 5 Report Customizations	Standard and custom R/D + SRS reports
*3^rd Party solutions added from AppSource do not count against this limit. Limit to size of 3^rd party solution. See: https://dynamics.microsoft.com/en-us/pricing/sales/ for more details.

The team at Crowe CRM has spent countless hours studying the licensing details of Microsoft Dynamics 365 so you don’t have to.

We can help you answer questions like these:

What Microsoft Dynamics 365 license types do my sales people need?
Can we get a combination of license types for different roles?
Can we easily move up or down in license types?
These features that are not available in Professional, what are they and do we need them?
1. Competitors, Sales Goals & Territory Management
2. Product Taxonomy & Relationships, Hierarchies
3. Social Engagement/Gamification/Voice of Customer
4. Mobile Offline Sync
5. Versium/Insideview
6. Relationship Insights
When could it cause problems to have a limited number of customizations and forms?
What do the differences in “Real time sales reports and dashboards” in Professional vs Enterprise mean for my company?

Are you ready to evaluate Microsoft Dynamics 365? Let Crowe CRM help you determine the right Microsoft Dynamics 365 licensing for your company. Contact us today.

Check out our offer “Moving CRM to Dynamics 365: 3-Hr Assessment”.

By Ryan Plourde, Crowe Horwath, a Microsoft Dynamics 365 Gold Partner www.CroweCRM.com

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