Dynamics 365 Sales Licence Comparison Overview

Microsoft lets organisations choose an appropriate licence that fits the needs of their business, helping to reduce costs. We recognise this can be confusing, so we will try to break down what you can and can't use depending on the Dynamics Sales licence, with a supported table list at the bottom of the page.

Sales Professional

A Sales Professional licence provides essential sales force automation (SFA) for organizations without complex sales processes.

Sales Enterprise

A Sales Enterprise license takes your organisation beyond sales force automation to meet the needs of more complex sales processes. In addition to all the functionality available with a Sales Professional license, Sales Enterprise capabilities include customization, extensibility, embedded intelligence, and manual forecasting. When you licence Sales Enterprise, you automatically become entitled to 2,000 Customer Voice responses per tenant per month, In addition, Sales Enterprise also includes selected Sales Premium features including assistant cards, email engagement, auto-capture of Outlook activity and three new premium offerings Conversation Intelligence, Sales Accelerator and Lead & Opportunity scoring. The premium offerings leverage automation and AI to help sellers prioritise their worklist, provide real-time analysis during calls, automate action notifications, and programmatically generate meeting summaries. Users who license Sales Enterprise and activate Conversation Intelligence will be able to do so with 3 hours per user per month. Sales Accelerator provides access to the workspace and up to 1500 records connected to any defined sequence per environment per month. Finally, view up to 1500 Leads/Opportunity records scored per environment per month with Predictive Scoring. 

Sales Premium

Sales Premium takes the Sales Enterprise capabilities and accelerates engagement and decision-making with prebuilt and embedded business insights that are easy to act upon. Licensed per user Sales Premium includes Sales Enterprise feature permissions and our Sales Insights automation and AI offerings.

Microsoft Relationship Sales solution Plus

Microsoft Relationship Sales solution (MRSs) Plus helps sales professionals build the relationships they need to harness the power of relationship selling. MRSs Plus includes Sales Enterprise and LinkedIn Sales Navigator Dynamics 365 Advanced Plus. It is licensed per user.

What is Sales Insights?

Sales Insights is part of Sales Premium and can also be added onto a Sales Enterprise or MRSs Plus licence (Sales Professional users do not have access to these features).

A full Sales Insights licence enables the following additional features:

  • Predictive Scoring (lead and opportunity)
  • Pipeline Intelligence
  • Predictive Forecasting
  • Notes Analysis
  • Business Card Reader
  • Conversation Intelligence
  • Relationship Analytics
  • Connection Insights
  • Assistant Studio
  • Sales Accelerator

Customers need to access the Sales Hub Application to set up any of these features and have this enabled within their tenant. Sales Insights has full access for the features mentioned above except for Business Card Reader and Conversation Intelligence. The capacity limit for Business Card Reader is 200/user/month and Conversation Intelligence capacity is 10 hours/user/month. If additional Business Card Reader capacity is required, you may buy additional Sales Insights capacity licenses to increase the pooled amount. Additional Conversation Intelligence capacity can also be purchased through the Conversation Intelligence Add-On which is 1000 hours per add-on pooled at tenant level (see table below). Customers must have either a Sales Insights or Sales Premium license to be able to purchase the Conversation Intelligence 1000 hours/tenant/month add-on licence . When Sales Insights is licensed within Sales Premium, additional Sales Insights capacity can be bought by purchasing additional Sales Premium licences.

Sales First Dynamics 365 app Subsequent qualifying1 Dynamics 365 app
Sales Professional


Per user/month


Per user/month

Sales Enterprise


per user/month


Per user/month

Sales Premium


Per user/month

Microsoft Relationship Sales


Per user/month

1 Subsequent pricing for user-based apps applies only to the individual licensed for the first app. For example, if Person A is licensed for the first app, subsequent pricing wouldn’t apply to Person B. Subsequent pricing for tenant-based apps

Which licence has access to what Dynamics Sales capability?

We understand Sales licencing, whilst built to be flexible, can be difficult to remember. The table below is a useful look up guide to establishing what you need. We recommend making a list of 'must-have' and 'nice-to-have' features and seeing which licence category it falls under.

Use Rights  

Teams Members









Dynamics 365 for Outlook and Dynamics 365 App for Outlook1

Dynamics 365 Mobile Client Application 

Microsoft Dynamics 365 for iPad & Windows 

Microsoft Dynamics 365 Web application






All Dynamics 365 application data 

Custom table data

Tables: Create, Update, Delete








Calendar: share

Cases for Sales: Create cases with limited edit capability. No case business process flow, SLAs, entitlements, or case routing. Users only licensed with Sales licence cannot act as customer service agents and resolve cases




Custom tables (see Appendix D)

15 max2

15 max

Embedded intelligence



Lead management

Marketing campaigns

Marketing list 




Personal views

Price lists


Product bundles

Product families/hierarchies


Product relationships

Quick campaigns


Sales goals

Sales literature



Saved views




Tables: Actions





Activity feeds: post and follow activity feeds

Activity: convert to an opportunity

Add or remove a connection (stakeholder, sales team) for an account or contact

Business Card Reader (10/user/month: pooled at tenant level)



Business units: define and configure 



Chat with support team (as chat client for self-service, requires third-party solution) 

Dialog: start dialog

Knowledgebase: create, update, publish, configure, search (basic)  


Lead: qualify and convert to an opportunity


Mail merge: perform mail merge

Marketing list: associate a marketing list with an account or contact

Open project position: apply for open project position for Project Operations

Project tasks: update project task status for Project Operations

Queue: use a queue item

Resource competencies: update own resource competencies for Project Operations

Teams: define and configure

Yammer: use Yammer collaboration (requires the appropriate licence, acquired separately)

General System Use: Actions

Auditing: configure


Business processes: customize 


5 max

Create and update custom reports, charts and dashboards


5 max

Customize and extend out of the box reports, charts and dashboards 



Dialogs: define and configure


Duplicate detection: configure rules

Dynamics 365 forms, tables, and fields: create

Email: create, update, and delete templates

Forms and views: customize (see Appendix D)


2 max

Import data in bulk


Microsoft Excel: export data to Excel

Queue: define and configure (see Appendix D)


15 max

Records: use relationships and connections between records

Search and advanced find: use

Tables: define connections and relationships between tables


Word: create, update, and delete templates

Workflows: define and configure


Automation & AI Offerings (Inc Sales Premium Features)

Email Engagement

Assistant Cards

Auto Capture

Conversation Intelligence


Sales Accelerator


Lead & Opportunity Scoring


Notes Analysis

Connection Insights (Talking points & Who Knows Whom)

Pipeline Intelligence (Predictive forecasting)

Relationship Analytics

Additional Services and Software

Dynamics 365 Customer Voice



Dynamics 365 Mobile Offline capabilities

Project Operations Team Members app4              

1* Dynamics 365 App for Outlook can be customized, however usage must comply with use rights for users’ corresponding licence and preapproved application scenarios in Appendix C.

2* Team Members application module may be customized with maximum 15 additional tables (custom tables or standard Dataverse tables) available to the Team Members license per pre-approved application scenarios in Appendix C.

3* Each of these features are available to Sales Enterprise customers with a limited capacity. See Sales Enterprise for more details.

4* Dynamics 365 Project Operations Lite – deal to proforma invoicing or Dynamics 365 Project Operations for resource/non-stocked scenarios deployment required for Project Operations Team Members app.

If you have any further questions, please get in touch with us, you can also download the full Dynamics 365 Licencing Guide for July 2022 edition to learn about other Dynamics application licences.

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