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Microsoft Dynamics 365 Business Central vs Sales Professional vs Sales Enterprise: What’s the difference?

By March 10, 2022No Comments
CRM vs ERP - discover the differences

CRM vs ERP… what’s the difference?

Dynamics 365 Business Central, Sales Professional and Sales Enterprise are all Microsoft CRM or ERP solutions. But what is the difference between the three systems, and which should you choose for your business? Let’s take a deeper dive into each of these systems and compare what they can do…

What is Microsoft Dynamics 365 Business Central?

Dynamics 365 Business Central is an enterprise resource planning (ERP) software, designed by Microsoft as a financial operations system for small to medium businesses that allows you to manage sales, stock, projects, people and accounts all under the same system.

The solution was designed to help companies improve their back-end sales and operations processes through a user-friendly piece of software that made automation simple, including a basic Relationship Management module to track pre-sales processes such as contact management and opportunity tracking. It is also SaaS (Software as a Services), meaning it’s accessible from anywhere from any device.

Why choose Business Central? If your primary reason for changing software is to improve the management of your financials and operations, but you also need some very basic capabilities to track and report on contacts and opportunities, then Business Central is perfect for you. Business Central is best if integration with other Office 365 tools such as Outlook and Teams isn’t a priority, and you don’t envisage your company needing more CRM functionality in the future.

What is Microsoft Dynamics 365 Sales Professional?

Dynamics 365 Sales Professional is Microsoft’s core Customer Relationship Management (CRM) system. It seamlessly integrates with M365 and your Office apps as well as the most commonly used CRM processes and capabilities, such as contacts, accounts, leads, opportunities and email marketing to help power up your sales tools.

It also offers standard integration with Dynamics 365 Business Central as well as a platform to further enhance this integration as your business requirements change.

Why choose Sales Professional? If you want a powerful cloud CRM solution to consolidate and centralise your current sales processes that will empower your sales team, provide total sales visibility to take your sales processes and pipeline reporting to the next level, and utilise your existing Office 365 tools to improve your sales conversions, then Dynamics 365 Sales Professional is the perfect fit for you.

Sales Professional allows a strong integration with Outlook to help track emails, manage tasks and appointments, and contact customers through email marketing. And although you may not need it on day one, Sales Professional offers some flexibility to customise the out-of-the-box process to further tailor the solution to your business needs. You also have the possibility of upgrading your CRM solution to a more comprehensive and customisable solution within the next few years.

What is Microsoft Dynamics 365 Sales Enterprise?

Dynamics 365 Sales Enterprise is Microsoft’s feature-rich CRM solution. As well as providing all functionality and Office 365 collaboration within Sales Professional, it offers unrestricted customisation of processes and entities – meaning you can tailor the solution to your exact needs. It offers advanced sales features such as territories, business units, competitor tracking, sales goals, playbooks and forecasting.

Why choose Sales Enterprise? If you want to develop a solution that meets all your business needs without compromise, then Sales Enterprise is the perfect fit for your business. As well as adopting standard sales processes, it allows you to create custom entities to control data around concepts that are unique to your business or industry.

Although you may not need it on day one, you can utilise other Dynamics 365 applications such as Customer Service, Field Service or Project Operations so that all your systems are under one roof.

Dynamics 365 Pricing Table

A detailed table lives here, but you can't see it in all its glory, I recommended twisting your device to see a full price comparison

DYNAMICS 365 BUSINESS CENTRAL: RELATIONSHIP MANAGEMENTDYNAMICS 365 SALES PROFESSIONALDYNAMICS 365 SALES ENTERPRISE
FUNCTIONALITY
Contact ManagementCustomer & Vendor Contacts OnlyYesYes
Account ManagementCustomer & Vendor Contacts OnlyYesYes
Lead Management-YesYes
Opportunity ManagementYesYesYes
Pipeline TrackingYesYesYes
Production ManagementYes (Inventory Module required)YesYes
Price ListsYes (Inventory Module required)YesYes
Task/Activity ManagementLimitedYesYes
Contact & Account HistoryLimitedYesYes
Marketing ListsLimitedYesYes
Sales Cycles & StagesLimited-Yes
Sales Campaigns--Yes
Sales Goals--Yes
Territory Management--Yes
Forecasting--Yes
Product Families & Relationships--Yes
Competitor Tracking--Yes
Sales Teams--Yes
Sales Playbooks--Yes
Knowledgebase--Yes
Embedded Intelligence--Yes
Business Units--Yes
OFFICE 365 CONNECTIVITY
Email TrackingLimitedYesYes
Calendar Appointments-YesYes
Task Tracking-YesYes
SharePoint Link-YesYes
Standard Power Bi App Available-YesYes
Mobile/Tablet app-YesYes
FINANCE INTEGRATION
Business Central IntegrationNativeStandardStandard
Custom Integration-Yes (Development required)Yes (Development required)
CONFIGURATION CAPABILITIES
Custom Entities-15Unlimited
Guided Process Flows-5Unlimited
Queues-15Unlimited
Forms & ViewsStandard Only2 Per EntityUnlimited
Third Party App InstallsUnlimited10Unlimited
LICENSING
License RequiredD365 Business Central EssentialsD365 Sales Professional or D365 Sales Enterprise AttachD365 Sales Enterprise or D365 Sales Enterprise Attach
Team Member License AvailableYesYesYes
Additional Storage Space Per User--Yes - 250MB Database & 2 GB File Capacity
D365 Customer Voice Entitlement--2000 survey responses
PowerApps Entitlement--Unlimited
Upgrade Path-Yes - to Sales EnterpriseN/A
IMPLEMENTATION
Bam Boom Cloud Implementation PacksRelationship Management Pack (as part of a new or existing BC Implementation)
£2,500
Sales Professional Implementation Packs. Starting from £5,500Contact Bam Boom Cloud

Moving to Business Central, Sales Professional or Sales Enterprise

After learning the differences between these three systems and deciding which is best suited to your business needs, what should you do next?

Whether you’re interested in Business Central, Sales Professional or Sales Enterprise, get in touch with our tech gurus to start your journey here.

GET IN TOUCH

Want more information about implementing Business Central?

DISCOVER MORE ABOUT BUSINESS CENTRAL

Want to find out more about how Sales Professional can take your finance management to the next level?

LEARN MORE ABOUT SALES PRO