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	£49 Per user/month	£15.10 Per user/month
Sales Enterprise	£71.60 per user/month	£15.10 Per user/month
Sales Premium	£101.80 Per user/month
Microsoft Relationship Sales	£108.34 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	Pro	Enterprise	Premium
Access
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	⚫	⚫	⚫	⚫
Read
All Dynamics 365 application data	⚫	⚫	⚫	⚫
Custom table data	⚫	⚫	⚫	⚫
Tables: Create, Update, Delete
Accounts		⚫	⚫	⚫
Activities	⚫	⚫	⚫	⚫
Announcements	⚫	⚫	⚫	⚫
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		⚫	⚫	⚫
Competitors			⚫	⚫
Contacts	⚫	⚫	⚫	⚫
Custom tables (see Appendix D)	15 max²	15 max	⚫	⚫
Embedded intelligence			⚫	⚫
Forecasting			⚫	⚫
Invoices		⚫	⚫	⚫
Lead management		⚫	⚫	⚫
Marketing campaigns		⚫	⚫	⚫
Marketing list		⚫	⚫	⚫
Notes	⚫	⚫	⚫	⚫
Opportunities		⚫	⚫	⚫
Orders		⚫	⚫	⚫
Personal views	⚫	⚫	⚫	⚫
Price lists		⚫	⚫	⚫
Product		⚫	⚫	⚫
Product bundles		⚫	⚫	⚫
Product families/hierarchies			⚫	⚫
Product relationships			⚫	⚫
Quick campaigns		⚫	⚫	⚫
Quotes		⚫	⚫	⚫
Sales goals			⚫	⚫
Sales literature			⚫	⚫
Saved views	⚫	⚫	⚫	⚫
Territories			⚫	⚫
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			⚫3	⚫
Sales Accelerator			⚫³	⚫
Lead & Opportunity Scoring			⚫³	⚫
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.