Microsoft CRM
Comparison Guide
Compare the 3 different Microsoft CRM & Sales Professional Options
Microsoft CRM Comparison Guide.
Dynamics 365 offers 3 options for CRM software.
Below you can see the difference between the 3 options. The first is basic Relationship Management functionality within Dynamics 365 Business Central. Microsoft's SMB ERP software. The second and third are license variations of Dynamics 365 for Sales, Microsoft's dedicated CRM solution.
Business Central:
Relationship Management
What
Dynamics 365 Business Central is Microsoft's finance and ERP solution targetted at SMBs. It's designed to support businesses by managing their finances and operations, including a basic Relationship Management module to track pre-sales processes such as contact management and opportunity tracking.
The solution is focussed on the ease of producing accurate finances.
Why
If your primary reason to change 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.
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 foreseeable future.
Sales
Professional
What
Dynamics 365 Sales Professional is Microsoft's core CRM offering. It offers all the comprehensive sync capabilities with emails, appointments, Teams etc. as well as the most commonly used CRM processes and capabilities, such as contacts, accounts, leads, opportunities and email marketing etc.
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
Your primary reasons to consider a new CRM system is to consolidate and centralise your current sales processes, improve visibility and reporting and utilise your existing Office 365 tools to improve your sales conversions.
A strong integration with Outlook is required to help track emails, manage tasks and appointments and contact customers through email marketing.
Though you may not need it day one, you'd like some flexibility to customise the out-of-the-box process to further tailor the solution to your business needs.
You may also want the possibility to upgrade your CRM solution to a more comprehensive and customisable solution within the next few years.
Sales
Enterprise
What
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
Your primary reason to consider a new CRM system is to develop a solution that meets all your business needs without compromise. As well as adopting standard sales processes, you'd like to create custom entities to control data around concepts that are unique to your business or industry.
Though you may not need it day one, you may be interested in utilising 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 MANAGEMENT | DYNAMICS 365 SALES PROFESSIONAL | DYNAMICS 365 SALES ENTERPRISE |
|---|
| FUNCTIONALITY | |||
|---|---|---|---|
| Contact Management | Customer & Vendor Contacts Only | Yes | Yes |
| Account Management | Customer & Vendor Contacts Only | Yes | Yes |
| Lead Management | - | Yes | Yes |
| Opportunity Management | Yes | Yes | Yes |
| Pipeline Tracking | Yes | Yes | Yes |
| Production Management | Yes (Inventory Module required) | Yes | Yes |
| Price Lists | Yes (Inventory Module required) | Yes | Yes |
| Task/Activity Management | Limited | Yes | Yes |
| Contact & Account History | Limited | Yes | Yes |
| Marketing Lists | Limited | Yes | Yes |
| Sales Cycles & Stages | Limited | - | 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 Tracking | Limited | Yes | Yes |
| Calendar Appointments | - | Yes | Yes |
| Task Tracking | - | Yes | Yes |
| SharePoint Link | - | Yes | Yes |
| Standard Power Bi App Available | - | Yes | Yes |
| Mobile/Tablet app | - | Yes | Yes |
| FINANCE INTEGRATION | |||
| Business Central Integration | Native | Standard | Standard |
| Custom Integration | - | Yes (Development required) | Yes (Development required) |
| CONFIGURATION CAPABILITIES | |||
| Custom Entities | - | 15 | Unlimited |
| Guided Process Flows | - | 5 | Unlimited |
| Queues | - | 15 | Unlimited |
| Forms & Views | Standard Only | 2 Per Entity | Unlimited |
| Third Party App Installs | Unlimited | 10 | Unlimited |
| LICENSING | |||
| License Required | D365 Business Central Essentials | D365 Sales Professional or D365 Sales Enterprise Attach | D365 Sales Enterprise or D365 Sales Enterprise Attach |
| Team Member License Available | Yes | Yes | Yes |
| 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 Enterprise | N/A |
| IMPLEMENTATION | |||
| Bam Boom Cloud Implementation Packs | Relationship Management Pack (as part of a new or existing BC Implementation) | Sales Professional Implementation Packs. | Contact Bam Boom Cloud |
