Dynamics 365 Sales Professional Infographic

Recently I finished my session about using Dynamics 365 Sales professional with Business Central at Directions EMEA. But there were many questions about D365 Sales Professional capabilities… what is possible, where are limitations…

First, Sales Professional is a CRM solution for SMB companies targeting businesses with more straightforward sales needs with basic sales force automation and limited customizations. But it is still a powerful tool, and I wanted to show you what this app includes using an infographic model. You can see details here:

What more is essential to know? You cannot mix a Sales Professional license with Sales Enterprise (and other Sales licenses)… if you decide to use Sales Professional, you must use it for all Sales users. But if this is not enough for you (at some moment, your company has grown), you can upgrade this license to Dynamics 365 Sales Enterprise.

If you like this infographic, I’ll add a similar one for Sales Enterprise.

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Dynamics 365 SMB Ecosystem Map – October 2022

You already know Microsoft publishes new releases two times per year (wave 1 in April and wave 2 in October). You can find all news in Microsoft’s release plans. There is also an amazing ecosystem map by Vadim Korepin about all solutions in Dynamics 365 family.

But as I’m most connected with SMB solutions inside Dynamics 365 and Power Platform, I wanted to share more details on what is available for SMB users and companies from Microsoft Dynamics 365 family. Three business applications (Dynamics 365 Business Central, Sales Professional, Customer Service Professional) covered ERP and CRM parts but with plenty of features. I’m sure no other vendor currently can offer more for SMB customers worldwide.

You can look at and download the Ecosystem map for Dynamics 365 SMB solutions I created (resolution is 3840×2160):

I hope this SMB ecosystem map will be helpful for you, and we will have more features and maybe even more solutions here in the future.

Business Central and D365 Sales

I know it has passed since I wrote the first part of this topic, ‘Where is a limit in Business Central CRM capability and when integrating it with D365 Sales (part 1),’ and people expect the second part. But as I’ll speak about this topic on Directions EMEA this year, I decided to postpone the following parts after this event. I would like to keep it interesting and show many of these topics in my session. Of course, as I cannot go so deep into details in 45 minutes, I’ll continue here with publishing my point of view related to this topic.

In the meantime, if you will attend Directions EMEA in Hamburg this year, I warmly invite you to come to my session and discuss this. My session will hold on November 10, 2022, from 11:15 to 12:00 in Room: Hall Y4 – Dynamics 365 Sales Professional for Business Central Users.

But I promise I’ll continue with this topic here in my blog.

Dynamics 365 Sales Professional vs Sales Enterprise

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.

03-What-is-Dynamics-365-for-Sales-Professional

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).

How to create trial environment for D365 Sales Professional

Here I am after a while. I’ve just started new video series about great new product Dynamics 365 Sales Professional. I’ll create probably dozens of different videos about functionalities and configuration, but in this first one I’ll start with how to create a trial environment.

If you didn’t already hear for this solution, just to know this is the great Microsoft CRM solution especially for small and midsize organizations and it is available as full SaaS solution.

Now, I hope you will enjoy in this first video, and I’ll notify you as soon as I publish the new one: