| Features | Dynamics 365 Sales Professional | Dynamics 365 Sales Enterprise |
|---|---|---|
| Sales Execution | Limited | * |
| Forecasting | * | * |
| 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) | * | |
| Sales playbooks | * | |
| 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 |
Licence Rules
A mix and match between Sales Professional and Sales Enterprise licences is only available at tenant level.
These app modules cannot be deployed on the same instance. As most organisations would deploy a Sales application in a single instance the choice will be to license users with either Sales Professional or Sales Enterprise. Further licensing options include Team Member licence for light usage across all Dynamics apps.
Dual usage rights between Dynamics 365 on-premise and cloud are only granted to Sales Enterprise licences. Sales Professional licences are only available for a cloud deployment.
Finally, Sales Professional will only be licensed on a named user basis while Sales Enterprise can be licenced by a named user or device.
Sales Hub
It is important to note that the Sales Hub app is exclusively available for Sales Enterprise licences. Sales Professional uses a dedicated app and all customisations must be applied using this.
Moving from Sales Professional to Enterprise
If at any point your requirements change, an upgrade can be made from Sales Professional to Sales Enterprise.
Promotional Offer
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).
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