Comparing Dynamics 365 Team Member Licensing & Dynamics 365 Sales Professional Licensing

In an ever-changing business environment and with technology developing at a rapid scale, the importance to ensure that your business has the right type of licensing for each employee is crucial not only in day-to-day terms but also to enable you to not waste money on unnecessary licensing.

With this in mind, when it comes to identifying which licenses are required for each employee in your business, this can often be a difficult choice. To help you come to the right decision on this, in our latest blog article, we will provide you with a comparison between the rights you get with a Dynamics 365 Team Member License & a Dynamics 365 Sales Professional License.

Use Rights (Sales)
Use Rights (Sales)	Team Member	Sales Professional	Enterprise
Access
Dynamics 365 Mobile Client Application	⚫	⚫	⚫
Microsoft Dynamics 365 for iPad & Windows	⚫	⚫	⚫
Dynamics 365 for Outlook and Dynamics 365 App for Outlook	⚫	⚫	⚫
Microsoft Dynamics 365 Web application	⚫	⚫	⚫
Read
All Dynamics 365 application data	⚫	⚫	⚫
Custom Entity data	⚫	⚫	⚫
Approve
Finance functionality: Time, Expense, and Invoices	⚫	⚫	⚫
Entities: Create, Update, Delete
Activities	⚫	⚫	⚫
Announcements	⚫	⚫	⚫
Calendar: share	⚫	⚫	⚫
Contacts	⚫	⚫	⚫
Custom Entities	15 max	15 max	⚫
Notes	⚫	⚫	⚫
Personal Views	⚫	⚫	⚫
Saved Views	⚫	⚫	⚫
Accounts		⚫	⚫
Cases for Sales: Create cases with limited edit capability. No case business process flow, SLAs, entitlements, or case routing. Users only licensed with Sales license cannot act as customer service agents and resolve cases		⚫	⚫
Competitors			⚫
Embedded Intelligence			⚫
Forecasting			⚫
Invoices		⚫	⚫
Lead Management		⚫	⚫
Marketing Campaigns		⚫	⚫
Marketing List		⚫	⚫
Opportunities		⚫	⚫
Orders		⚫	⚫
Price lists		⚫	⚫
Product		⚫	⚫
Product Bundles		⚫	⚫
Product Families/Hierarchies			⚫
Product Relationships			⚫
Quick Campaigns		⚫	⚫
Quotes		⚫	⚫
Sales Goals			⚫
Sales Hub			⚫
Sales Literature			⚫
Territories			⚫
Entities: Actions
Activity Feeds: post & follow activity feeds	⚫	⚫	⚫
Activity: convert to an opportunity		⚫	⚫
Add or remove a Connection (stakeholder, sales team) for an Account or Contact	⚫	⚫	⚫
Business card scanning (10/user/month: pooled at tenant level)			⚫
Business Units: define and configure			⚫
Chat with support team (as chat client for self-service, requires 3rd 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 Tasks 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 license (acquired separately)	⚫	⚫	⚫
General System Use: Actions
Auditing: configure		⚫	⚫
Business Processes: customize		5 max	⚫
Dialogs: define and configure		⚫	⚫
Duplicate Detection: configure rules		⚫	⚫
Dynamics 365 Forms, Entities, and Fields: create		⚫	⚫
Email: create, update, and delete templates	⚫	⚫	⚫
Entities: define connections and relationships between entities		⚫	⚫
Forms and Views: customize		2 max	⚫
Import data in bulk		⚫	⚫
Microsoft Excel: export data to Excel	⚫	⚫	⚫
Queue: define and configure		15 max	⚫
Records: use relationships & connections between records	⚫	⚫	⚫
Search and advanced find: use	⚫	⚫	⚫
System reports, charts, and dashboards: create and update		5 max	⚫
System reports, charts, and dashboards: customize			⚫
Word: create, update, and delete templates	⚫	⚫	⚫
Workflows: define and configure		⚫	⚫
Additional Services and Software
Dynamics 365 Customer Voice			⚫
Dynamics 365 - Gamification Fan & Spectator	⚫	⚫	⚫
Dynamics 365 - Gamification Player & Admin			⚫
Dynamics 365 Mobile Offline capabilities		⚫	⚫
Timesheet management via Project Resource Hub	⚫	⚫	⚫

As you can see from the above comparison table, it is clear that the Sales Professional license option offers more in terms of capabilities and functionality that will enable you to transform the way you work. However, for those in your business that are relatively light users, they could be steered more towards the Team Member option.

Next Steps?

If you have read the above comparison table and are not unsure as to what Dynamics 365 Licensing is right for your business then get in touch with our team of Dynamics 365 experts who will be able to conduct a fully comprehensive software audit for your business.

Want to hear more from Advantage? Then please sign up to our mailing list today.

Comparing Dynamics 365 Team Member Licensing & Dynamics 365 Sales Professional Licensing

Intelligence Hub

Related Articles

Microsoft launches lucrative offer for Dynamics 365 Sales & Customer Service Professional Licences

Microsoft reveals new dates for Dynamics 365 Product & Licensing Changes

Brace yourself for the incoming Dynamics 365 Team Member Licensing Changes

Microsoft reveal that Dynamics 365 Plan Licence is to be scrapped

What are the pros and limitations of a Dynamics 365 Team Member license?