Digital selling capabilities in Sales Enterprise
Use selected Dynamics 365 Sales Premium features—sales accelerator, conversation intelligence, relationship intelligence, and predictive scoring—with the Dynamics 365 Sales Enterprise license.
License and role requirements
| Requirement type | You must have |
|---|---|
| License | Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise More information: Dynamics 365 Sales pricing |
| Security roles | System Administrator More information: Predefined security roles for Sales |
Overview
Dynamics 365 digital selling capabilities spearhead the digital transformation of sales organizations and constitute the data and productivity first revolution. You can enhance your digital selling programs with Sales Premium features such as the sales accelerator, conversation intelligence, relationship intelligence, and predictive scoring that are available with the Dynamics 365 Sales Enterprise license. The premium features are available with a limited monthly capacity. If you'd like access to all the premium features, upgrade to Dynamics 365 Sales Premium.
In the Sales Hub app, you can view digital selling capabilities in the Sales settings page. Go to App Settings > Overview.
Note
If you have a Dynamics 365 Sales Premium license, you can still use this page to quickly set up the features. The only difference would be that there's no monthly capacity limit.
Licensing options
When you set up digital sales with Sales Enterprise license, you get to explore Sales Premium features such as the sales accelerator, conversation intelligence, relationship intelligence, and predictive scoring with a limited monthly capacity. If you need more capacity or would like access to all the premium features, you must upgrade to Dynamics 365 Sales Premium. The following table contains information about the capacity available with the Sales Enterprise and Sales Premium licenses.
| Feature | Sales Enterprise license | Sales Premium license |
|---|---|---|
| Sales accelerator | 1,500 sequence-connected records per month | No limit |
| Conversation intelligence | No limit | No limit |
| Predictive lead and opportunity scoring | 1,500 records per month | No limit |
| Relationship intelligence | Basic relationship insights and who knows whom information, generated from Dynamics 365 data. | Advanced relationship insights and who knows whom information, generated from Dynamics 365 and Exchange data. |
In the lower-left corner of the screen, select Change area
and then select App Settings.from the left navigation pane, select Overview.
The Sales overview page is displayed with the list of digital selling capabilities. Here is the list of digital selling capabilities that you can set up:- Sales accelerator
- Microsoft Teams collaboration
- Conversation intelligence
- Lead and opportunity scoring
Note
Basic relationship insights and who knows whom information are available for early access to Sales Enterprise customers out-of-the-box and does not require any setup. More information: View relationship analytics and KPIs.
Select the feature and then select Quick setup.
Note
- If you need to make advanced configurations, you can go to the advanced settings page for each of the Sales Premium features. The settings you update in one place will be reflected in both quick setup and advanced settings.
- After you've set up the features, the Quick setup button changes to Edit settings. Select Edit settings to update the settings as required.
See also
Configure the sales accelerator for Sales Premium
Install and set up Microsoft Teams integration
First-run setup experience of Microsoft Teams for conversation intelligence
Configure predictive lead scoring
Configure predictive opportunity scoring
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