In my previous post (video), you could learn how to create Dynamics 365 Sales Professional demo environment. If you are experienced with Dynamics CRM solutions you can recognize differences between this solution and enterprise version, but if you are newbie I would like to introduce you with all differences you can find there.
On the first place, we can split them to the two types of clients:
- Dynamics 365 Sales Enterprise – full sales capabilities
- Dynamics 365 Sales Professional – core sales functions at a reduced rate for businesses with simpler sales force needs
But if you want more details and especially if you need to promise something to your client, you should have details. Let’s start with details. First list is list of all features Dynamics 365 Sales Enterprise has, and Sales Professional has not:
- Access via Portal or API
- Non-employees only: Work Orders
- Non-employees only: Opportunities
- Entities (Create, Update, Delete)
- Max 15 Custom Entities
- Competitors
- Embedded Intelligence
- Forecasting
- Product Families
- Product Hierarchies
- Product Relationships
- Quick Campaigns
- Sales Goals
- Sales Hub
- Sales Literature
- Territories
- Entities (Actions)
- Business card scanning as add-on (10 users/month: pooled at tenant level)
- Business Units (Define and Configure)
- Knowledgebase (create, update, publish, configure, search)
- Teams (Define and Configure)
- General System Use (Actions)
- Max 5 customized Business Processes Flows
- Max 2 customized Forms and Views per entity
- Max 15 custom Workflows
- Max 5 custom reports, charts, and dashboards
- Without custom system reports, charts, and dashboards
- Additional Services and Software
- Dynamics 365 Gamification (Player & Admin)
- Microsoft Forms Pro
- Microsoft PowerApps
- Dynamics 365 Sales Insights
- Max 10 ISV solutions
If your conclusion is that Sales Professional doesn’t have a lot of features it is not a true. Sales Professional has a pretty big number of very good features and it can cover probably the most of SMB company requests.
But let’s add some of advantages of Sales Professional. This list is maybe not so big, but quality of this list is more important than quantity:
- Price: full price is 65$ and this is 30$ less then enterprise version
- Attach license to Business Central; if you already have Business Central, you need to pay only 20$ for license. As you already have integration in Business Central with D365 Sales, it is a real benefit both a price and functionalities.
- UI is better (mostly in configuration) as this is intended for SMB customers.
If you need core CRM functionalities and solution easy to implement, Sales Professional is the right solution for you, but if you need all CRM functionalities you should choose Sales Enterprise.
As I see Sales Professional as a great opportunity for small companies and especially for those who already use Business Central, I’ll be focused on this solutions with the following posts (probably mostly videos).