Dynamics 365 Sales Professional
$65
user/month, paid yearly
Core sales force automation with mobile access, Microsoft 365 interoperability, reporting and dashboards. Regional pricing and licensing terms may vary.
Check current pricing →M
Microsoft Dynamics 365 Sales Professional
Cloud CRM software for managing accounts, contacts, leads, opportunities, sales activities, products, quotes, orders and invoices.
Editorial overview
Aggregated Overview
The product provides core CRM entities, Dataverse storage, Microsoft 365 interoperability, reporting, mobile access, customization and documented integrations. G2 users commonly cite Microsoft ecosystem integration and customization, while also noting interface complexity and a learning curve. ([g2.
This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.
Microsoft Dynamics 365 Sales Professional Decision Snapshot
A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.
Platforms
Android, API, iOS, macOS, Web, Windows
TechZella assessment
8.0/10
Overview
Microsoft Dynamics 365 Sales Professional is the entry-level sales application in the Dynamics 365 Sales lineup. It supports account, contact, lead, opportunity, activity, product, quote, order and invoice management.
The application runs on Microsoft Dataverse and uses the Power Apps model-driven app framework. Microsoft describes Sales Professional as a sales automation option with a smaller entity set than Sales Enterprise. ([learn.microsoft.com](https://learn.microsoft.com/en-us/dynamics365/sales/overview?utm_source=openai))
Microsoft Dynamics 365 Sales Professional Pros & Cons
Pros
- Integrates closely with Microsoft 365 and Power Platform services.
- Provides core sales CRM and transaction-management capabilities.
- Uses Dataverse with a documented REST Web API.
- Supports browser and mobile access.
- Allows structured customization through Power Apps tools.
Cons
- Costs more than some entry-level CRM products.
- Professional has fewer entities and advanced features than Enterprise.
- Advanced AI and sales-insight capabilities may require additional licensing or credits.
- Configuration can require technical administration.
- Public reviewers report a learning curve and interface complexity.
Microsoft Dynamics 365 Sales Professional Pricing & Plans
Free trial
$0
30 days
Trial access includes sample data and allows users to test many core Sales capabilities. Registration requires a Microsoft work account.
Check current pricing →Pricing may change. Verify current plans on the vendor's website.
Microsoft Dynamics 365 Sales Professional Features
CRM and Sales Management
- Account and contact management
- Lead management
- Opportunity management
- Sales activity tracking
- Sales pipeline management
- Products and price lists
- Quotes, orders and invoices
Reporting and Administration
- Dashboards and charts
- Operational sales reporting
- Configurable tables, forms and views
- Customizable business processes
- Predefined security roles
Integrations
- Microsoft 365 interoperability
- Microsoft Teams integration
- LinkedIn Sales Navigator solutions
- ZoomInfo app integration
- Sample softphone integration
- Power Automate and Power BI extensibility
Platform and API
- Microsoft Dataverse data platform
- Power Apps model-driven app architecture
- Dataverse Web API
- OData-based REST access
- Mobile access through Power Apps and Dynamics 365 apps
AI and Automation
- Sales automation workflows
- Optional Copilot capabilities subject to licensing
- Optional sales-insight and agent capabilities
- Conversation intelligence availability depends on edition and licensing
Alternatives
Comparable products include Salesforce Sales Cloud, HubSpot Sales Hub, Zoho CRM and Pipedrive. Salesforce Sales Cloud is a broad enterprise CRM alternative. HubSpot Sales Hub combines sales tools with a wider marketing platform. Zoho CRM targets organizations seeking a broad business application suite. Pipedrive focuses on visual pipeline management.
Microsoft Dynamics 365 Sales Professional Specifications
| Deployment | Cloud |
|---|---|
| Data platform | Microsoft Dataverse |
| Application framework | Power Apps model-driven app |
| Desktop access | Web browsers on Windows and macOS |
| Mobile access | iOS and Android through supported Microsoft mobile applications |
| API | Microsoft Dataverse Web API, OData REST |
| Integrations | Microsoft 365, Teams, LinkedIn Sales Navigator solutions, ZoomInfo, sample softphone, Power Platform |
| Free trial | 30 days |
| License model | Per user, monthly subscription paid yearly |
| Professional edition scope | Subset of Sales Enterprise entities and capabilities |
Our evidence-based assessment
TechZella Score
A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.
8.0/10Moderate confidence
The product provides core CRM entities, Dataverse storage, Microsoft 365 interoperability, reporting, mobile access, customization and documented integrations. G2 users commonly cite Microsoft ecosystem integration and customization, while also noting interface complexity and a learning curve. ([g2.com](https://www.g2.com/products/dynamics-365-sales/reviews?utm_source=openai))
Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.
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FAQ
Does Dynamics 365 Sales Professional have a free trial?
Yes. Microsoft documents a 30-day free trial for Dynamics 365 Sales.
What platforms support Dynamics 365 Sales Professional?
Users can access the application through supported web browsers on Windows and macOS. Microsoft also supports mobile access through Power Apps on iOS and Android.
Does it have an API?
Yes. Because Sales runs on Microsoft Dataverse, developers can use the Dataverse Web API, an OData-based REST service for reading and managing records.
Which integrations are documented?
Microsoft documents integrations with Microsoft Teams, LinkedIn Sales Navigator solutions, ZoomInfo and sample softphone scenarios. Power Platform services can extend automation and reporting.
Is Copilot included with Sales Professional?
Microsoft’s licensing guidance distinguishes Sales Professional from higher editions for several advanced Copilot and sales-insight capabilities. Some agent functionality requires Copilot Credits or separate licensing.
Who is it best suited for?
It suits organizations that need core sales CRM functions and already use Microsoft 365, Dataverse or Power Platform services. Teams needing advanced sales intelligence should compare Enterprise and Premium licensing.
([learn.microsoft.com](https://learn.microsoft.com/en-us/power-apps/limits-and-config?utm_source=openai))