Overview of Sales products
Because different organizations have different needs, Microsoft Dynamics 365 Sales provides different offerings to fit the needs of different businesses.
Sales Professional - Ideal for enterprises that need a sales automation solution. For more information, see Dynamics 365 Sales Professional.
Sales Enterprise - Ideal for enterprises that need a sales automation solution with contextual insights and advanced customization capabilities. For more information, see Dynamics 365 Sales Enterprise.
Sales Premium - Ideal for enterprises that need a sales automation solution, along with AI-driven insights that are powered by conversation intelligence, relationship intelligence, and more. For more information, see Dynamics 365 Sales Premium.
Microsoft Relationship Sales - Ideal for enterprises that need to connect sales records with LinkedIn to enhance business processes with data about people, organizations, and relationships. For more information, see Microsoft Relationship Sales.
Microsoft Sales Copilot - Ideal for enterprises that want sellers to use Microsoft 365 and Microsoft Teams to automatically capture, access, and register data into any customer relationship management (CRM) system, eliminating manual data entry. For more information, see Microsoft Sales Copilot.
Dynamics 365 Sales Premium
Dynamics 365 Sales Premium combines Dynamics 365 Sales Enterprise capabilities with AI. The AI-driven features in Sales Premium continuously analyze the customer interaction data that's stored in Dynamics 365 Sales and collected from Microsoft 365. These features help you to understand your business relationships and evaluate your activities in relation to previous successes. Additionally, you can use the features to choose the best path forward for building strong relationships with customers, taking actions based on insights, and closing opportunities faster.
A Dynamics 365 Sales Premium subscription includes all capabilities of Sales Enterprise, plus:
Guided selling - Guide sellers on their next course of action with timely and actionable insights with the sales accelerator.
Relationship intelligence - Build stronger relationships with customers and move relationships forward with AI-guided selling features, such as the sales assistant, who knows whom, and conversation intelligence. Save sellers' time by minimizing manual data entry with contextual, real-time suggestions, making sure that your data is always up to date. Take preemptive steps to mitigate risks with relationship analytics and health scores.
Predictive models - Increase conversion and win rates by using AI to prioritize leads and opportunities by using predictive lead and opportunity scoring and predictive forecasting.
Dynamics 365 Sales Enterprise
With Sales Enterprise, your sales organization can automate the sales process from lead to cash, run marketing campaigns, enforce best practices, collaborate with customers, and much more. A Dynamics 365 Sales Enterprise subscription includes the following capabilities:
Nurture sales from lead to cash - Achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale. Learn more about the sales process in Dynamics 365 Sales.
Forecast sales - Predict how much revenue your sales team generates in a given time frame. Track individual sales performance against quotas to proactively identify pipeline risks and provide coaching. Learn how to project accurate revenue with sales forecasting.
Enforce best practices with playbooks - Automate repeatable processes and define your organization's best response to events that affect sales. Learn how to enforce best practices with playbooks.
Run and track marketing campaigns - Promote your business and improve sales with targeted marketing campaigns. Track customer response and costs for each campaign. Get started with in-app marketing.
With your Dynamics 365 Sales Enterprise license, you can take advantage of Sales Premium features, such as sales accelerator, conversation intelligence, and predictive scoring, with a limited monthly capacity. Learn more about digital selling capabilities in Sales Enterprise.
Microsoft Relationship Sales
Microsoft Relationship Sales combines LinkedIn Sales Navigator with Dynamics 365 Sales Enterprise or Sales Premium. With Sales Navigator embedded in Dynamics 365 Sales, sellers can have more personalized and valuable interactions with customers. Activities and Smart Links sync between Sales and Sales Navigator, and sellers can save accounts, leads, and contacts to Sales Navigator from the Sales app.
Dynamics 365 Sales Professional
The Sales Professional app is similar to the Sales Hub app, but the entities included in Sales Professional are a subset of the entities included in Sales Enterprise. Go to Dynamics 365 Sales Professional documentation
Microsoft Sales Copilot
By enriching the dataset with customer engagement data from Microsoft 365 and AI, Microsoft Sales Copilot (formerly known as Viva Sales) empowers sellers with sales intelligence that helps them deeply understand their customers for faster deal closure. Microsoft Sales Copilot helps sellers boost productivity, lighten workloads, save time, and sell more. For more information, see Microsoft Sales Copilot documentation.