Microsoft Dynamics 365 Sales Pricing: Choosing the Right Plan for Your Business

Dynamics 365 Sales Professional

Dynamics 365 Sales Professional is a complete sales management solution. It covers lead and opportunity management, targeted campaigns, product and pricing management, quotes, invoices, and advanced analytics. It also integrates smoothly with Microsoft 365 applications such as Outlook, Excel, Teams, OneDrive, and SharePoint. This keeps your team’s workflow productive and connected. Reporting and analysis tools provide insights to support better decision-making.

Features of Dynamics 365 Sales Professional

Here is what’s included in the Professional plan.

Core sales tools:

• Lead and opportunity management
• Marketing lists and quick campaigns
• Products, price lists, and product bundles
• Quotes, orders, and invoices
• CPQ (Configure, Price, Quote) and data enrichment solution discovery
• Live org charts
• Mobile app

Microsoft 365 integration:

1. Outlook integration
2. Exchange integration
3. Excel integration
4. Teams integration
5. OneDrive / SharePoint integration
6. OneNote integration

Reporting and analytics:

• Real-time sales reports and dashboards
• Export to Excel
• Advanced analytics with a separate Power BI license

Additional features:

• Portals add-in
• Application customizations
• Viva Sales add-in

These features make Dynamics 365 Sales Professional a flexible and complete solution for sales teams. Real-time reports and dashboards give you a clear view of sales performance. The Portals add-in lets you build interactive customer portals for better engagement and self-service. Customization options let you tailor the application to your needs. The Viva Sales add-in provides additional sales tools to streamline processes and improve productivity.

Dynamics 365 Sales Enterprise

Dynamics 365 Sales Enterprise builds on the Professional plan with a wider range of powerful features. It helps you predict future sales performance, streamline your sales process, and deliver better customer service. You can capture business card information digitally, automate routine tasks, and improve customer engagement with advanced email intelligence. The plan also includes sales playbooks, competitor and territory management, and partner relationship tools. It integrates with Microsoft 365 for better productivity and data sync.

Includes all features of the Dynamics 365 Sales Professional plan, plus the following.

Forecasting and relationship tools:

• Forecasting
• Product relationships and hierarchies
• Cases (for Sales)
• Business card scanner
• Assistant (standard cards)
• Email intelligence (email engagement and auto-capture)
• Sales playbooks
• Competitors, sales goals, and territory management
• Partner relationship management

Microsoft 365 integration:

• Knowledge management

Customization and extensibility:

• Custom applications (Microsoft Power Apps)
• Workflow automation (Microsoft Power Automate)

Contextual insights:

• Predictive forecasting
• Pipeline intelligence
• Predictive scoring
• Relationship analytics
• Connection insights (who knows whom)
• Notes analysis
• Assistant customization and premium cards

Sales accelerator:

• Intelligent worklist
• Up next widget
• Sequence designer
• Embedded email and phone dialer

Conversation Intelligence:

• Call transcription
• Keyword, sentiment, and emotion analysis
• Competitive products and brand analysis
• Pipeline analysis
• Seller behavior and top seller analysis
• Coaching tools
• Personalized seller dashboards
• Outbound calling and Teams meeting scheduler for conference calls
• Viva Sales

Dynamics 365 Sales Enterprise also offers customization options to tailor the application to your business needs. With Viva Sales included, you get additional features such as personalized seller dashboards, outbound calling, and a Teams meeting scheduler. Together, these tools help you raise sales performance to a new level.

We have seen these Enterprise features drive strong growth in high-precision industries. For example, see how a medical device manufacturing company implemented D365 Sales and Business Central to unify their customer data and achieve a 360-degree view of their complex sales cycle.

Dynamics 365 Sales Premium

Dynamics 365 Sales Premium includes everything in the Enterprise plan, plus prebuilt, customizable intelligence solutions for sellers and managers.

Users get access to advanced features, including the following.

• Sales automation
• Pipeline management
• Lead and opportunity tracking
• Contact management
• Forecasting
• Sales analytics

The solution also integrates with Microsoft tools, such as Outlook and Excel for a seamless user experience.

Dynamics 365 Sales Premium also includes additional modules covering customer service, field service, marketing, and project service automation. This lets businesses build end-to-end solutions that cover many aspects of customer management and engagement.

Dynamics 365 Sales Premium helps organizations improve team collaboration, gain insights through analytics, and drive better business outcomes.

Microsoft Relationship Sales

Microsoft Relationship Sales combines the Dynamics 365 Sales Premium plan with LinkedIn Sales Navigator.

Key details and additional features:

• Requires a 10-seat minimum
• Includes all features of the Dynamics 365 Sales Premium plan, plus LinkedIn Sales Navigator:
  • Embedded Sales Navigator in Dynamics 365 Sales
  • Activity sync from Sales Navigator
  • Accounts, leads, and contacts saved to Sales Navigator
  • Smart Links

Microsoft Relationship Sales connects LinkedIn Sales Navigator with Dynamics 365 Sales to improve collaboration and streamline sales activities. Sales Navigator is embedded directly in Dynamics 365 Sales, giving your team LinkedIn insights without switching platforms. Sales activities sync across both platforms, ensuring accurate tracking and complete visibility. Sales professionals can save accounts, leads, and contacts to Sales Navigator to target the right prospects using LinkedIn’s network. Smart Links create dynamic LinkedIn profile links for more personalized outreach.

Wrap Up

Dynamics 365 Sales helps your business grow, seize opportunities, and reach strong sales results. Our specialized Microsoft Dynamics 365 for Sales implementation services make sure your CRM works as a powerful engine for revenue growth, not just a database. LevelShift is a trusted Microsoft partner offering migrations, implementations, consulting, customization, and support. Our on-demand services use a pay-as-you-use model, you only pay for the hours you use. Connect with one of our industry experts to learn more about Dynamics 365 Sales and other offerings.