If you are using a Dynamics 365 sales professional license and are looking to move to a Dynamics 365 sales enterprise license you can port the license over. It was thought that there would be a time when the professional and the enterprise would not be able to be ported however we have clarification that you can move from a Dynamics 365 Sales professional license to a Dynamics 365 Sales enterprise license.
The Dynamics 365 Sales Enterprise license is a full license with account management, automation and as many custom entities as you may need where the Dynamics 365 Sales Professional License is a lighter touch limited to 15 custom entities. For full information on the differences check out the Microsoft Licensing Guide here (we find Appendix B a helpful snapshot). Please ensure you are reading the correct one, there is one for Online and a separate one for On Premise. This is updated regularly so please do ensure you are looking at the correct up dated version. If you need help to find it, please email us on firstname.lastname@example.org and we can ensure we send the correct version.
If you are using the Dynamics 365 Sales professional license and you need to move to a Sales enterprise license here are the 4 steps that will help :
- Procure Dynamics 365 Sales enterprise licenses. If you need a hand with this let us know.
- Assign the Dynamics 365 Sales enterprise license to the correct users.
- Install the Dynamics 365 Sales enterprise edition solution.
- Delete the Dynamics 365 Sales professional solution.
We have been working with Microsoft Dynamics CRM / 365 since version 1. Please contact us for more information.