Dynamics 365 for Sales Professional

Dynamics 365 for Sales Professional

In my last post I discussed Microsoft's Dynamics 365 for Sales offering. That app was geared towards enterprise-level CRM customers, and while it is significantly cheaper than its main competitor, Salesforce, it is still too expensive for many sales teams in the SMB (Small and Midsized Business) market.

Almost two years after the original Sales app was released, Microsoft rolled out the SMB version of their sales app, Dynamics 365 for Sales Professional. The Sales Professional app is roughly 30% cheaper than the enterprise-level app ($65 vs $95), and it focuses on offering the best value for smaller sales teams while also retaining many features of Microsoft’s top-rated CRM platform. As a  Microsoft built product, Dynamics 365 apps to have unbeatable integration with Office 365 and its variety of applications like Outlook, Power BI, and Excel.

Foundational Features

The Dynamics 365 for Sales Professional app allows for unlimited access and customization to the following entities. These are the most foundational features for small sales teams who are looking to begin a successful CRM implementation.

  • Dashboards
  • Accounts
  • Contacts
  • Activities
  • Leads
  • Opportunities
  • Quotes
  • Orders
  • Products
  • Price Lists
  • Campaigns
  • Marketing Lists


Advanced Features

The Dynamics 365 for Sales Professional app also offers limited access to some of the more advanced features in the Dynamics 365 CRM suite. These features will most likely be used sparingly by smaller sales teams, and are not as critical to the day-to-day operation of the CRM platform. The below features are available to Sales Professional users, but on a limited basis.

  • Forms - Max 2 per entity
  • Custom Entities - Max 15
  • Guided Business Process Flows - Max 5
  • Custom Workflows - Max 15
  • Reporting Customizations - Max 5

Enterprise-Level Features

The Sales Professional app completely withholds the following capabilities that are available in the enterprise-level Dynamics 365 for Sales app. These features are exclusively built for larger scale sales teams. There is good news for growing sales teams who may find themselves in need of these entities and features in the future. Both applications are built on the exact same platform, and as a result upgrading from the SMB app to the enterprise app is a very simple process.

  • Competitors, sales goals, and territory management
  • Product taxonomy, relationships, and hierarchies
  • Social engagement
  • Gamification
  • Mobile offline sync
  • InsideView
  • Dynamics 365 for Sales embedded intelligence.

If you are interested in learning more about Microsoft Dynamics 365, contact the DMC CRM team. We would welcome an opportunity to help you figure out if Microsoft Dynamics 365 for Sales Professional  is a good fit for your organization.

Learn more about DMC's Microsoft partnership.


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