To enable businesses of all sizes to utilise the power of Dynamics 365 Sales, Microsoft have a selection of license types available. Whether your business is in the market for its first Customer Relationship Management (CRM) solution, or looking to upgrade from legacy software to a more modern solution with automation and AI-driven functionality, there is a license for you.
What is Dynamics 365 Sales?
Before getting into the license types, we must cover what Dynamics 365 Sales is. Sales is a CRM module in the Dynamics 365 suite that has been developed so teams can easily keep track of accounts and contacts, build and nurture relationships and close deals faster. Sales has capabilities for full pipeline management, automates processes with configurable tools and provides actionable insights so you always know the next best step.
Want to find out more about Dynamics 365 CRM?
On Wednesday the 2nd of March at 11am GMT, we will explore the business benefits of Dynamics 365 Sales and Marketing.
ProfessionalSales Professional is the first tier of license available and is intended to help businesses get up and running quickly with sales force automation. This Software-as-a-Service (SaaS) only license provides the core functionality of a CRM system that integrates with Office 365 applications to help power your business with easy to use, powerful sales tools. The solution includes capabilities for managing leads, opportunities, accounts and contacts in a centralised environment, with visibility throughout whole sales process for teams. Cost: £49 per user/month Who is it for? We would recommend a Dynamics 365 Sales Professional license to businesses with a less complex sales process and more basic requirements from a CRM solution. It is perfect for those who are looking for their first sales automation tool and moving on from manual, spreadsheet based processes.
EnterpriseEnterprise is the mid-level license available for Sales, providing users with more complex functionality including contextual insights and advanced customisation to fit your sales process seamlessly. In addition to all the functionality available with a Sales Professional license, Sales Enterprise capabilities include customization, extensibility, embedded intelligence, and manual forecasting. Licensing Sales Enterprise also automatically entitles you to 2000 Customer Voice responses per tenant per month. (Additional response packs can be purchased) Cost: £71.60 per user/month Who is it for? Sales Enterprise licenses are suitable for those who want to move beyond core sales functionality to a solution that has more options for customisation, provides analytics and utilises predictive intelligence. We would recommend an Enterprise license for those businesses who are looking for an end-to-end CRM solution that can help provide all the necessary tools and ease-of-use so sales teams can work productively.
PremiumDynamics 365 Sales Premium is the third tier of licence available from Microsoft. The Premium license combines the functionality of the Enterprise license with Sales insights, an add-on application that provides a selection of advanced AI-driven analytical capabilities. Cost: £101.80 per user/month Who is it for? A Sales Premium license is recommended for those who want to utilise the powerful CRM functionality that you get in the Enterprise license but expand upon the standard analytical capabilities that are available with AI-driven tools that continuously learn from customer-interaction data.
Team MemberThe final type of license which is available is a ‘Team Member’. These basic licenses are designed for light users of the system who are only required to perform simple tasks. In the Team Member license is the Sales Team Member App, which provides capabilities for lightweight sales scenarios. At a high level, users with the Team Member license can perform the following tasks in the Sales Team Member app:
- Customer management: work with contacts or see accounts.
- Lead and opportunity management: see leads or opportunities linked with accounts or contacts, or see other sales-related data.
- Add notes and activities, such as tasks.