Move from Dynamics 365 Sales Professional to Dynamics 365 Sales Enterprise

Article
06/27/2022

Learn the steps to upgrade from Sales Professional to Sales Enterprise.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles	System Administrator More information: Predefined security roles for Sales

Move from Sales Professional to Sales Enterprise

Dynamics 365 Sales Professional is targeted at businesses that have simpler sales needs and do not require the full sales capabilities. However, if at any point you find your requirements growing, you can easily upgrade to Dynamics 365 Sales Enterprise.

The upgrade process involves the following steps:

Purchasing a Dynamics 365 Sales Enterprise subscription.
Assigning Dynamics 365 Sales Enterprise licenses to the users.
Installing the Dynamics 365 Sales Enterprise edition solution.
Deleting the Dynamics 365 Sales Professional solution.

Purchase Dynamics 365 Sales Enterprise Edition subscription

Sign in to Microsoft 365 admin center with the Dynamics 365 account that has admin permissions.
In the navigation pane, select Purchase Services, and then select the Dynamics 365 Sales Enterprise Edition tile.
Select Buy, and then follow the steps to purchase new licenses.

Assign licenses to your users

After you’ve purchased the licenses, assign the licenses to users.

Go to Microsoft 365 admin center, and in the navigation pane, select Users > Active users.
Select multiple users, and then select Manage product licenses.
Select Replace existing product license assignments, and then select Next.
Turn on the license for your Dynamics 365 Sales plan.
Select Replace, and then select Close twice.
Review the license status on the Active users page and make other assignments as needed.

Install Dynamics 365 Sales Enterprise solution

To install the Sales Enterprise solution on a Power Platform environment with Dynamics 365 apps enabled:

Sign in to the Power Platform admin center at https://admin.powerplatform.microsoft.com as an admin (Dynamics 365 admin, Global admin, or Power Platform admin).
In the navigation pane, select Environments.
Open the environment in which you want to install the Sales Enterprise solution, and select Dynamics 365 apps.

Select Dynamics 365 apps resource.

On the command bar, select Install app.

Select Install app.

In the Install Dynamics 365 apps panel, select 'Dynamics 365 Sales, Enterprise Edition app', and select Next.
Agree to the terms of service, and then select Install.

After you complete these steps, your organization will be effectively upgraded to Dynamics 365 Sales Enterprise.

Delete the Dynamics 365 Sales Professional solution

Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Sign in to Dynamics 365.
Select Settings > Solutions.
Select the Dynamics 365 Sales Professional solution and select Delete.

Note

When you delete this solution, the Sales Pro app module is deleted, and any configuration specific to this app module such as its site map and form preferences are also lost.

Important

As per contractual agreement, you can't mix and match Enterprise and Professional users on the same instance. If you plan to keep Professional licenses, make sure you abide by the contractual requirements. More information: Microsoft Dynamics 365 Licensing Guide

Can't find the options in your app?

There are three possibilities:

You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.