The Difference Between Professional and Enterprise for Dynamics 365 Sales
One of the benefits of Microsoft Dynamics 365 is that various license types, packages and rates are available for the modules of the solution, allowing organisations to obtain the level of functionality they require based on their needs and budget.
One of the questions most frequently asked is the difference between Dynamics 365 Sales Professional and Enterprise. In short, Dynamics 365 Sales Professional includes the core features of the module, while Dynamics 365 Sales Enterprise includes all the features of the module.
Here are the main differences:
|Features||Dynamics 365 Sales Professional||Dynamics 365 Sales Enterprise|
|Lead & opportunity management||*||*|
|Marketing lists & quick campaigns||*||*|
|Products, price Lists and product bundles||*||*|
|Quotes, orders and invoices||*||*|
|CPQ and data enrichment solution discovery||*||*|
|Live org charts||*||*|
|Product, relationships and hierarchies||*|
|Cases (for Sales)||*|
|Business card scanner||Add In||*|
|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 licence||*||*|
|Real-time sales reports and dashboards||*||*|
|Portals||Add In||Add In|
|Customisation and extensibility||Add In||*|
|Contextual insights||Add In|
|Conversational Intelligence||Add In|
Available in both Sales Enterprise & Sales Professional
Both Sales 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 | Dashboards.
Both licence types also include basic case creation capabilities.
Finally, both provide consistent capabilities to connect Dynamics 365 with Outlook, Microsoft Teams, Excel and Power BI.
Exclusive to Sales Enterprise
The following inbuilt Sales Enterprise functions and services are not available to Sales Professional users:
Sales Goals | Territory Management | Forecasting | Product Families & Relationships | Competitor tracking | Configure and define Teams | Sales Playbook | Knowledgebase | Embedded Intelligence | Business Units.
At tenant level, Sales Professional licences receive the same default cloud storage entitlements compared to Sales Enterprise. However, Sales Professional does not include an additional per user capacity entitlement.
For Sales Enterprise, additional storage will accrue as follows:
• Common Data Service Database Capacity: 250MB per user licence
• Common Data Service File Capacity: 2GB per user licence
Following are the main elements to consider before making your choice between Professional and Enterprise:
The level of customisations and adaptations required.
The number of dashboards.
The nature and number of business processes.
Microsoft are currently offering qualifying customers a 100% discount for the first 4 months of a monthly-billed, annual commitment subscription for new customers who purchase either Dynamics 365 Sales Professional or Dynamics 365 Customer Service Professional licenses before 30th June 2021 (T&Cs apply).