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.
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.
You are involved only in Business Central business and now you have Enterprise Resource Planning competency. But this competency is not in the cloud and if you want to get Cloud Business Application competency you can choose one of the options as a two different paths in achieving competencies:
Customer Engagements options
Unified Operations option
The first one is for CRM partners and the second one is in ERP. But when you read details, this is for Finance, Supply Chain Management, Retail and Talent (F&O) and all required exams are from F&O. If you want to continue only in Business Central and want cloud competency as Business Central is cloud product, you probably don’t know how you can fit with these requirements.
OK before I continue, I need to mention that this is my private text and it doesn’t represent Microsoft official statement, and this is not an announcement. Everything I’m writing here is based on Cecilia Flombaum presentation on the Microsoft Inspire a few days ago. If you want to see whole presentation, session is still available here (first part of presentation is mostly about Partner Contribution Indicator, but you can find BC details from cca 13:30).
She mentioned that we can expect a Business Central differentiation as well as Power Platform differentiation if you are focused only on one of these solutions. That will allow Business Central partner to achieve their silver and/or gold statuses in Cloud Business Application competency.
But Business Central implementers will have one more opportunity – to achieve Small and Midsize Cloud Solutions competency through a Business Central differentiation opportunity. Probably there will be some differences i.e. slightly different threshold.
OK, this is everything we know for now. As sook as we have more information, you can find it on the Microsoft Partner Network.
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: