As you’re setting up Dynamics 365, but you aren’t sure if Dynamics 365 for Sales Professional or Sales Enterprise is the best fit for your organization or your individual users. What’s the difference between the two?
Getting Started
To get started, add the Dynamics 365 for Sales Professional subscription to the tenant. You can have both Sales Professional and Sales Enterprise at the tenant level. However, if you have multiple instances, each instance can only be connected to either Professional or Enterprise.
If you would like, remove or disable existing subscriptions. For trial purposes, I disabled the Customer Engagement Trial (which contains everything).
Now we will need to add users to the new license. A user associated with Sales Professional will only be able to access the instance with Sales Professional. Whereas a user with Sales Enterprise can access an instance with Sales Enterprise and the instance with Sales Professional (Sales Professional will still have limited capabilities).
Next install the solution on the instance.
The following link will show you how to move from Dynamics 365 for Sales Professional to Dynamics 365 for Sales Enterprise: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/upgrade-sales-professional-sales-enterprise
To move from Dynamics 365 for Sales Enterprise to Dynamics 365 for Sales Professional, use the following link: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/move-sales-enterprise-sales-professional
Accessing Sales Professional:
Modify the users’ security roles to have access to the “Sales Professional app access” to see the app home.dynamics.com.
What’s the difference?
Sales Professional
Sales Enterprise
Similarities Between Sales Enterprise and Sales Professional
There is no user cap for either Sales Enterprise or Sales Professional so as many users can be licensed for the application. Both have access to Accounts, Contacts, Leads and Opportunity management, Products and Price Lists, Quotes, Orders and Invoices as well as PowerApps and Microsoft Flow.
Newer functionality allows for both to create, read and update cases but you must have customer service license to do advanced case functionality such as Service Level Agreements, Case Routing and Entitlement Entities.
As far as Reporting and Analysis, both Sales Enterprise and Sales Professional allow for export to Excel and Real Time Sales Reports and Dashboards. However, Sales Professional limits to 5 Report Customizations.
Differences Between Sales Enterprise and Sales Professional
Sales Professional is limited to a maximum of the following whereas Sales Enterprise has no limit on these:
- 15 Custom Entities
- 5 Business Process Flows
- 15 Custom Queues
- 10 3rd Party App Installs
- 2 Custom Forms
- 5 Custom Reports, Charts and Dashboards
Sales Professional does not have access to:
- Marketing Lists
- Marketing Campaigns
- Embedded Intelligence
- Quick Campaigns
- Forecasting
- Sales Playbooks
- Competitors
- Sales Goals and Territory Management
- Product Taxonomy & Relationships
- Hierarchies
- Social Engagement/Gamification
- Teams: Define and Configure
Link to Microsoft Sales Pricing: https://dynamics.microsoft.com/en-us/pricing/sales/
Customer Service Professional also have limited capabilities compared to Customer Service Enterprise that is similar to the comparison for Sales.
Customer Service Professional does not have access to:
- Unified Service Desk
- Embedded Intelligence
- Service Gamification
- Facilities/Equipment
- Service Scheduling
- Knowledgebase: Relevance Search
- Schedule Board
- Schedule & Dispatch Capabilities
- Teams: Define and Configure
- Managing Work Hours
- Customization and Extensibility Capabilities are the same as Sales Professional
Link to Customer Service Pricing: https://dynamics.microsoft.com/en-us/pricing/customer-service/
Have any questions about D365 Sales options? Don’t hesitate to contact us with any questions!
