The Dynamics 365 Sales module adapts to various organisational processes and provides multiple licensing options to accommodate different business needs. This article provides an overview of the clear distinctions between the levels of functionality available under each licence type.
Understanding these differences is crucial for choosing the right license that aligns with your requirements, ensures sufficient functionality, and avoids overpaying for features you don’t need.
If you are considering implementing Dynamics 365 or reviewing your licensing needs, please get in touch with our licensing experts. They can help you determine the best solution for your business and provide advice on how to get started.
All pricing shown below is correct at the time of writing following a Microsoft price increase in October 2024.
What are the main Dynamics 365 Sales licences?
Microsoft Dynamics 365 Sales is offered across the following licensing options, catering from straightforward to the more complex demands of sales processes.
It’s important to note that combining Sales Enterprise or Premium within the same environment is not permissible with Sales Professional licenses.
Dynamics 365 Sales Professional
Functionality: Ideal for teams with simpler sales processes, offering essential sales force automation (SFA) capabilities.
Target Audience: Designed for businesses seeking a straightforward and intuitive solution that empowers their sales teams without overwhelming them with unnecessary complexity.
Limitations: Sales Pro is restricted to creating a maximum of 15 custom tables (entities) and does not include Copilot for Sales generative AI capabilities. Further exclusions include sales goals, territory management, forecasting, product families, knowledge base, embedded intelligence and business units. Sales Pro licences do not accrue additional storage capacity or provide entitlement to run custom Power Apps.
Pricing: £53.40 per user/month
Dynamics 365 Sales Enterprise
Functionality: Goes beyond basic SFA to meet the needs of intricate sales processes and cycles. Keep scrolling to see a detailed feature comparison.
Target Audience: Suitable for teams with complex sales processes needing advanced features.
Limitations: Restricted capacities for some functionalities, including sales sequencing, lead/opportunity scoring and work lists.
Pricing: £86.30 per user/month
Dynamics 365 Sales Premium
Functionality: Includes all Sales Enterprise capabilities, plus additional analytics and automated sales insights. These include connections insights, predictive forecasting and relationship analytics. It also provides uncapped usage of sales accelerator functionality, including sequences and predictive scoring.
Target Audience: advanced organisations seeking to use AI and automation to drive efficiency and enhance decision-making in complex sales processes.
Pricing: £123.30 per user/month
Dynamics 365 Team Member Licences
Functionality: This provides basic access and capabilities, including read-only access to sales data and the ability to perform minor admin and operational tasks. Sales Team Members can create, read, update, and delete contacts, activities, and notes.
Target Audience: People who do not require full sales functionality but need access to data for insights, reporting, and supporting roles. It is ideal for employees who need to view customer data and sales details or participate in smaller, supportive tasks.
Limitations: Access is limited via a dedicated Team Member app. Users cannot manage lead/opportunity processes, update accounts, or access advanced sales functionalities. This licence does not support detailed analytics or complex editing capabilities necessary for frontline sales roles.
Pricing: £6.60 per user/month
Device Licensing
Dynamics 365 Sales is predominantly licensed per user, but Sales Enterprise also offers per-device licensing.
This caters to scenarios where multiple sales personnel need access through a shared device, requiring an adaptable and cost-effective licensing solution.
Pricing: £119.20 per device/month
What Cloud Storage Does Dynamics 365 Sales Include?
The first base license for a Dynamics 365 Sales product includes the following default Dataverse cloud storage capacity, which is shared per tenant.
- Dataverse for Apps Database: 10 GB (Transactional database storage for entity definitions and record data)
- Dataverse for Apps File: 20 GB (Storing attachments on emails and notes in Dynamics 365 apps, including PDFs, documents and images)
- Dataverse for Apps Log: 2 GB (Audit logs tracking records and attribute data changes)
Each additional base user license accrues additional capacities for database storage (@ 250 MB per licence) and file storage (@ 2 GB per licence) at no charge per base license. Accrued licences do not apply to Professional and Team Member licences.
Read our post to learn more about Dataverse storage.
Dynamics 365 Sales Licences: Functionality Comparison
| Team Member | Professional | Enterprise | Premium | Relationship Sales | |
|---|---|---|---|---|---|
| Dynamics 365 Sales Hub | 🔵 | 🔵 | 🔵 | 🔵 | |
| Mobile App | 🔵 | 🔵 | 🔵 | 🔵 | 🔵 |
| Read all D365 data | 🔵 | 🔵 | 🔵 | 🔵 | 🔵 |
| Outlook/Teams Integration | 🔵 | 🔵 | 🔵 | 🔵 | 🔵 |
| Lead Management | 🔵 | 🔵 | 🔵 | 🔵 | |
| Opportunities | 🔵 | 🔵 | 🔵 | 🔵 | |
| Quotes | 🔵 | 🔵 | 🔵 | 🔵 | |
| Contacts | 🔵 | 🔵 | 🔵 | 🔵 | 🔵 |
| Accounts | 🔵 | 🔵 | 🔵 | 🔵 | |
| Activities | 🔵 | 🔵 | 🔵 | 🔵 | 🔵 |
| Custom Tables | 15 max | 15 max | 🔵 | 🔵 | 🔵 |
| Marketing Lists | 🔵 | 🔵 | 🔵 | 🔵 | |
| Price Lists | 🔵 | 🔵 | 🔵 | 🔵 | |
| Products | 🔵 | 🔵 | 🔵 | 🔵 | |
| Configure Processes | 5 max | 🔵 | 🔵 | 🔵 | |
| Customise Forms & Views | 2 max | 🔵 | 🔵 | 🔵 | |
| Forecasting | 🔵 | 🔵 | 🔵 | ||
| Sales Goals | 🔵 | 🔵 | 🔵 | ||
| Territories | 🔵 | 🔵 | 🔵 | ||
| Product Families | 🔵 | 🔵 | 🔵 | ||
| Copilot in D365 Sales | 🔵 | 🔵 | 🔵 | ||
| D365 Customer Voice | 🔵 | 🔵 | 🔵 | ||
| Mobile Offline Capabilities | 🔵 | 🔵 | 🔵 | ||
| Sales Sequences | Max 1500 per month | 🔵 | 🔵 | ||
| Work Lists | 🔵 | 🔵 | 🔵 | ||
| Predictive Lead Scoring | Max 1500 per month | 🔵 | 🔵 | ||
| Relationship Analytics | 🔵 | 🔵 | 🔵 | ||
| Run Custom Power Apps | 🔵 | 🔵 | 🔵 | ||
| Predictive Forecasting | 🔵 | 🔵 | |||
| Notes Analysis | 🔵 | 🔵 | |||
| Embedded Sales Navigator in D365 Sales | 🔵 | ||||
| Activity Sync from Sales Nav | 🔵 | ||||
| Save Accounts, Leads & Contacts in Sales Nav | 🔵 |
Download the Microsoft licensing guide to see a detailed feature comparison.
Dynamics 365 Licensing Advice and Review
At Serversys, we understand the value of making informed licensing decisions. We’re here to assist you in navigating these options and ensure that your investment in Dynamics 365 Sales aligns perfectly with your strategic objectives and operational demands.
Contact us today to discuss your requirements or to review your Dynamics 365 usage and ongoing licensing needs.
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