Comparing Microsoft Dynamics 365 Sales Licenses

Dynamics 365 Sales Licenses – Quick Overview

D365 Sales Professional

Cost: £53.40 per user/month

Key features:

• Lead + opportunity management
• Products, price lists and product bundles
• Quotes, orders, and invoices
• Marketing campaigns and lists
• Dynamics 365 Sales mobile application

Best suited for organisations looking for basic sales functionality.

Dynamics 365 Sales Enterprise

Cost: £78.10 per user/month

Key features (same as sales professional plus):

• Sales Copilot (AI)
• Forecasting
• Lead & opportunity scoring
• Conversation intelligence
• Partner relationship management

Best for organisations with more complex sales processes.

Dynamics 365 Sales Premium

Cost: £111 per user/month

Key features (same as sales enterprise plus):

• Predictive forecasting
• Pipeline intelligence
• Relationship analytics
• Intelligent worklist
• Predictive scoring

Best for organisations that want to increase engagement and productivity within their sales teams.

Dynamics 365 Sales Professional

The Sales Professional license is the first-tier license available within D365 Sales and is aimed at supporting organisations with standard sales functionality.

Cost: £53.40 per user/month

Features of D365 Sales Professional:

• Lead and opportunity management (read more here)
• 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 (read more here)
• 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

Who is it for?

We recommend this license to organisations that have a less complex sales process and require standard sales CRM functionality. It is great for organisations trying to transition from using spreadsheets and manual processes to efficiently managing their data from a single solution.

Dynamics 365 Sales Enterprise

Sitting in the middle of the license options available is the Sales Enterprise option. This provides users with more complex sales capabilities and customisations, making it possible to tailor the solution more to your organisation’s unique needs and requirements.

Cost: £78.10 per user/month

Features of D365 Sales Enterprise:

The functionality for this license is the same as Dynamics 365 Sales Professional plus:

• Sales Copilot (watch demo)
• 2,000 Customer Voice responses per tenant per month
• Sales Hub app
• Forecasting (read more here)
• 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

Who is it for?

The sales enterprise license is best suited to organisations that want more than just core sales functionality; it is for an organisation that is looking to gain seamless support throughout all stages of the sales cycle.

Dynamics 365 Sales Premium

Dynamics 365 Sales Premium combines the Sales Enterprise license with an add-on application, named Sales Insights, and uses advanced AI capabilities to create a solution that helps sellters drive growth and productivity.

Cost: £111 per user/month

Features of D365 Sales Premium:

Same as Dynamics 365 Sales Enterprise plus:

• Business card scanner (200 per user/month)
• Predictive forecasting
• Pipeline intelligence
• Predictive scoring
• Relationship analytics
• Connection insights (who knows whom and talking points)
• Notes analysis
• Assistant customisation and premium cards
• Intelligent worklist
• Up next widget
• Sequence designer
• Embedded email and phone dialler
• Conversation intelligence (3 hours per user/month) (read more here)
• Call transcription
• Keyword, sentiment, and emotion analysis
• Personalised seller dashboards (read more here)

Who is it for?

This license is best for organisations that want to embrace the benefits that AI-driven features can bring to the table while also giving them access to a sales CRM that easily deals with complex sales processes.

Dynamics 365 Team Member

Microsoft recognises that most organisations have a set of users who require limited access to the sales application and just need to perform simple tasks like updating a record, so they do not require full user capabilities. A Dynamics 365 Team Member license makes this possible. With this option, users have full read-only access across the application; however, the activities users can do before are limited.

Cost: £6.60 per user/month

Features of Dynamics 365 Team Member:

• 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.

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, emailing us at info@pragmatiq.co.uk, or calling us on 01908 038110.