A simple way to modernize sales productivity
Streamline your sales processes and get seamless Microsoft Office 365 integration with Microsoft Dynamics 365 Sales Professional.
- Easy setup and integration
- Anytime, anywhere access
- Familiar user experience
- Shared, centralized database
- Modern user interface
- Powerful sales engine
- Flexible and extensible
- Insights and analytics
- Scale and adapt to future needs
Increase Sales Productivity
Streamline sales workflows with a sales force automation (SFA) solution that works with tools you already use, like Office 365 and LinkedIn. Enable sales teams to easily collaborate across functions with Dynamics 365 customer information and file sharing directly from Microsoft Teams. Work on the go with rich and seamless mobile applications, and close deals faster using real-time collaboration with colleagues and customers.
Shorten Sales Cycles
Strengthen customer relationships with interactions tailored to their needs, based on contextual guidance and a consolidated view of customer activities. Visualize the customer’s organization and get clarity on the relationships among contacts using interactive org charts. Get greater visibility into your sales performance with informative dashboards and reports.
You can drag-and-drop the people on the org chart to re-arrange who reports to whom. Ref.: Live Org Chart – quick video demo
See Immediate Results
Get up and running in hours, not days with an intuitive, guided experience for setup and Office 365 integration. Easily adapt the application for your specific sales process without the need for technical skills. And when you’re ready to expand, this flexible and secure platform grows with your business.
The “First Run Experience” exclusive to Dynamics 365 for Sales Professional helps get you up-and-running quickly. You’ll be able to setup users and email in a matter of minutes. Document management is made easy with integration to your existing Office 365 SharePoint. You’ll also get help importing existing customer account and contact data. Your data entry forms, views of important information, and business process flows are all customizable too.
To get things moving even quicker, get SyncraTec involved as we specialize in driving advanced CRM sales functionality every day!
“Our account managers can see their CRM information from within their Outlook email, which is easy and convenient. Also, people can write up their call reports from anywhere.”
Marketing Services and CRM Manager
“They are adding more information about their activities, customers and projects, and that is now visible across the organization.”
Senior IT Generalist
Learn more about these strategies and others with the Dynamics 365 for Sales e-book.
Frequently Asked Questions about Dynamics 365 for Sales Professional
Microsoft Dynamics 365 can sometimes sound like an alphabet soup of CRM and ERP. In fact, while the naming convention can make it all sound like one big product, if you look at the licensing, you may find you can purchase licensing for just the product that’s right for your business. In this case, we’re focusing on Dynamics 365 for Sales Professional, which we can compare and contrast to Dynamics 365 Enterprise edition. The enterprise edition can be purchased by module, including the sales module or the customer service module to name the two most popular.
What’s the Difference between Dynamics 365 for Sales Professional and Dynamics 365 for Sales Enterprise?
The biggest difference between Dynamics 365 for Sales Enterprise and Dynamics 365 for Sales Professional is pricing. While the enterprise edition is $95 / user / month, professional is only $65 / user / month.
If you’re interested in purchasing Dynamics 365 for Sales Professional, you won’t want to go without Lead and Opportunity Management. And you won’t because lead qualification and opportunity management are both included.
To explain the odyssey of Marketing Lists in Dynamics 365 for Sales Professional, we need explain Dynamics 365 Enterprise edition.
Sales, Marketing, and Customer Service have traditionally been the big three for CRM. With changes over the past few years, the marketing module has been partially merged into the Sales app, and partially separated-out into a separate business app (namely, the new Marketing app). So, now there are five Enterprise edition apps within the realm of Dynamics 365 Customer Engagement: Sales, Customer Service, Field Service, Project Service Automation, and Marketing. If you’re looking for functionality like email marketing or marketing automation, you won’t get that in Dynamics 365 Sales Professional — and you should instead look to Dynamics 365 Sales Enterprise edition in tandem with ClickDimensions.
In Dynamics 365 for Sales (Enterprise edition) app, we do have the Marketing List entity. In Dynamics 365 for Sales Professional, we don’t have those access rights. As of this writing (9/21/2019), the application bits have not caught up with the licensing, and so you will still see the Marketing List entity in the Dynamics 365 for Sales Professional deployment, but (theoretically, according to the licensing guide) you won’t have access rights to it.
Customer Service Case Entity
The Dynamics 365 for Sales Professional does include access to the customer service “case” entity. If you want to be able to create customer service cases, or tickets, you will be able to do that with the professional edition. You just won’t get all the advanced customer service functionality of Dynamics 365 Customer Service Enterprise edition. If you’re focused on Customer Service however, there is now a Dynamics 365 Customer Service Professional edition.
The Dynamics 365 for Sales Enterprise edition includes a test environment (a.k.a. Sandbox environment). Having a test environment is nice-to-have if you’re doing a lot of customizations, but is typically not necessary for a system that is only lightly-customized.
The Dynamics 365 for Sales Enterprise edition includes a portal. The portal can be used for either partners or customers. But the portal is not included with the professional edition. Having a customer portal is typically a higher-level requirement, which you wouldn’t likely need if you’re just looking to optimize sales. Also, note that SyncraTec can develop a purpose-built Dynamics 365 portal for a one-time development fee, avoiding the additional monthly subscription pricing that would come with the enterprise edition. (Even though the portal is included, there’s only one license and most deployments would want to have a test environment for their portal, which would require an additional monthly subscription cost).
A subscription for PowerApps Plan 2 is included for each Dynamics 365 for Sales Enterprise edition licensed user, but not included with the professional edition. But you can purchase PowerApps licenses separately for the users that may need them.
Limited Number of Custom Entities
Dynamics 365 for Sales Professional is limited to fifteen custom entities. However, this is not as big an issue as it sounds because the custom entities in third-party managed solutions (e.g., ClickDimensions) do not count against this limit.
Limited to ten third-party applications (managed solutions)
Most CRM sales optimizations do pull in several solutions to enhance automation or advanced configuration needs. Most of these solutions are either free or very low-cost. But being limited to ten is just something you would have to be aware of, and it shouldn’t be a problem to live with that limitation.
Limited to fifteen workflows
Again, you can implement a lot of workflows in a sales optimization implementation, as the enterprise edition never had a limit on the number of workflows. The workflows could be used for notifications or alerts, or updating data when triggered by actions in the system. But these kinds of limitations shouldn’t be a problem with advanced planning. Worst case, if your system is optimized and helping drive sales, you can step up to the enterprise edition when the time is right.
Limited to Five Reporting Customizations
With the new unified interface, one of the best features is the capability to develop interactive dashboards. Having even only five interactive dashboards will go a long way to giving you the analytics you need to view the status of your sales productivity.
Limited to five Business Process Flows
The limitation of five business processes should not be a problem for most implementations. You can have one for each of your different sales processes. Most customers only need a few.
Cloud Solution Provider Licensing
The professional edition can only be purchased through the Cloud Solution Provider (CSP) module – contact us for more info, and we can provide a quote.
Full Comparison Details
Read about all the details of the differences between the versions on the Microsoft Dynamics 365 for Sales Pricing page.
Why Dynamics 365 for Sales Professional May Still be Right for Your Business
While the enterprise edition has more bells and whistles, professional offers a lot of bang for the buck. It also includes most of what you’ll need to get started improving your sales operations. That’s why it still may be your best value.
Works Great With Office 365
The D365 App for Outlook is a real winner! This is the little app that could! It’s almost like the Outlook integration that people have been dreaming about for years. Once you get used to the Outlook integration you won’t ever want to go back. Also, you can manage your documents with SharePoint. And, lastly, the Excel and Work document integrations are huge productivity drivers.
Get Up-And-Running Quickly
One of the biggest productivity killers in CRM is getting started! With the professional edition, you get role-based setup and configuration. This will get you out of the starting gate and selling in days not weeks! In addition, SyncraTec will be available to help you get started and answer any questions you may have.
Upgrade On Your Timeline
If all goes according to plan, you’re sales productivity will improve with the new system. Therefore, you’ll be able to see the ROI of the system sooner rather than later. And as your business grows, you’ll find it easy to upgrade to Dynamics 365 for Sales Enterprise edition that can scale along with you.