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CRM in a Can
Dynamics 365 Sales Professional
Dynamics 365 Sales Enterprise
Starting Price per User per Month
$35
$65
$95
Basic Data Management
Accounts (Companies) & Contacts
✔
✔
✔
Pipelines & Opportunities
✔
✔
✔
Activites: Tasks & Appointments
✔
✔
✔
Notes
✔
✔
✔
Manages Tickets (Cases)
✔
✔
✔
Technical
Automations
✔¹
✔¹
✔
Editable Grids
✔
✔
✔
Data Sorting & Filtering
✔
✔
✔
Cloud-Based
✔
✔
✔
Mobile App
✔
✔
✔
Custom Security Roles
✔
✔
✔
Database Capacity
5 GB + 50MB/User
10GB
10GB + 250MB/User
File Capacity
20GB + 400MB/User
20GB
20GB + 2GB/User
Custom Entities (Tables)
Unlimited
15 Max
Unlimited
Forms & Views
Unlimited
2 Max/Entity
Unlimited
System Charts & Dashboards
Unlimited
5 Max
Unlimited
Guided Process Flows
Unlimited
5 Max
Unlimited
Project Management
Manages Projects
With Add-on
–
–
Gantt Charts
With Add-on
–
–
Timesheets
Coming Soon
–
–
Expenses
Coming Soon
–
–
Email & Documents
Email Templates
✔
✔
✔
Word Templates
✔
✔
✔
Can Attach Docs to Emails
✔
✔
✔
Can Store Marketing & Sales Literature
✔
✔
✔
Supports Electronic Signatures
Requires Integration
Requires Integration
Requires Integration
Marketing
Marketing Lists
✔
✔
✔
Lead / Prospect Tracking
✔
✔
✔
Send Email Campaigns
With Mailchimp
Add-on
✔
✔
Monitor Email Clicks / Opens / Bouncebacks
With Mailchimp
Add-on
–
–
Email Designer
With Mailchimp
Add-on
–
–
Web to Lead
Automation Req
Automation Req
Automation Req
Product Management
Products
Coming Soon
✔
✔
Price Lists
Coming Soon
✔
✔
Quotes
Coming Soon
✔
✔
Orders
Coming Soon
✔
✔
Invoices
Coming Soon
✔
✔
Inventory Tracking
Coming Soon
✔
✔
Prices Starting at:
$35 / User / Mo
$65 / User / Mo
$95 / User / Mo
¹ – May Require Power Automate Licenses