Microsoft Dynamics 365 Sales Professional and Customer Service Professional Licence Promotion 
For customers who activate a Dynamics 365 Sales Professional or Customer Service Professional Licence between August 2020 and June 2021 the first four months of the licence will be provided at a 100% discount i.e. at no cost!. There are of course some caveats, but these are not too onerous … 
 
The promotion is restricted to new customer tenants i.e. those that do not have an active, or a recent subscription (Cancelled within last 30 days) for either D365 Sales Professional or D365 Customer Service Professional licences. 
Customers must agree to a 12-month agreement rather than a rolling monthly contract. 
 
Better still the offer is not subject any minimum or maximum user licence purchases. 
 
The promotional pricing will expire four months after the subscription start date. When the initial term expires, the licence price will be billed at the August 2020 catalogue rate. For Dynamics 365 Sales Professional this is £49 per user / month and for Customer Service Professional £37.30 per user per month. 
 
This offer reduces the first-year costs of a typical 10 user system by just under £2,000. 
 
Upfront costs can be further reduced by taking advantage of our Solution Accelerators which provide a foundation Sales or Customer Service system that is both simple and effective allowing you to realise the benefits of using Dynamics in the shortest period. 
 
Licencing Overview 
The functionality in Sales Professional and Customer Service Professional licences have some common areas but mainly provides specialist functionality for the sales and service areas respectively. The licencing model allows for a mix of Sales Professional and Customer Service Professional within a single instance to provide an organisation with a full range of sales & service functionality. 
 
Within an instance a mix of any type of Enterprise and Professional licences is not allowed. 
 
Upgrading from a Professional to an Enterprise licence is very straightforward and takes just a few minutes with minimal disruption to users. 
 
Deployment & Integration  
Both Sales Professional and Customer Service Professional can be accessed via browser, mobile & tablet apps. 
 
Integration with Outlook, Exchange, Excel, SharePoint, OneNote, Power BI and Teams is available subject to relevant product licences. 
 
Customisation Restrictions 
Both the Sales Professional and Customer Services Professional licences impose restrictions to the level of customisation that can be provided the main constraints are …. 
 
• Maximum 15 custom entities 
• Maximum of 5 guided process flows 
• Maximum of 15 Queues 
• Maximum of 5 System charts and dashboards 
 
Sales Professional vs Sales Enterprise Licence 
The Sales Professional is a slimmed down version of the Enterprise licence however even in its slimmed down form it still provides a very rich set of functionalities covering … 
 
Accounts & Contacts 
Activity Management 
Lead Management 
Opportunity Management 
Products, Bundles and Price Lists 
Quotes, Orders and Invoices 
Marketing Lists and Quick Campaigns 
Basic Case Management 
 
Some of the functionality offered in the Enterprise version that’s not available in the Professional version includes … 
 
Competitors, sales goals and territory management 
Forecasting 
Gamification 
Sales Playbook 
Knowledge Management 
Partner relationship management 
Business Card Scanning (add on available) 
Sales Insights 
Portals 
Power Apps 
Power Automate 
 
Customer Service Professional vs Customer Service Enterprise Licence 
The Customer Service Professional offers a slimmed down version of Enterprise licence although even in this form it still provides a very rich set of functionalities covering … 
 
Case Management 
Knowledge Management 
Accounts & Contacts 
Activity Management 
Service Level Agreements and Contracts 
Leads (creation only) 
 
Some of the functionality offered in the Enterprise version that’s not available in the Profession version includes … 
 
Unified Service Desk 
Embedded intelligence / AI 
Web Portal 
Service Gamification 
Power Apps 
Power Automate 
 
Next Steps 
Please contact us to find out more about the licencing promotion and our services, call us on 01803 501365 or email richard@crm365solutions.co.uk 
 
Further details can also be found in the following Microsoft Guides. 
 
 
 
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