Microsoft Dynamics 365 Sales Enterprise overview

• Have access to Accounts, Contacts, Leads and Opportunity management, Products and Price Lists, Quotes, Orders and Invoices as well as PowerApps and Microsoft Flow.
• create, read and update cases but you must have customer service license to do advanced case functionality such as Service Level Agreements, Case Routing and Entitlement Entities.
• Reporting and Analysis, both Sales Enterprise and Sales Professional allow for export to Excel and Real Time Sales Reports and Dashboards.   However, Sales Professional limits to 5 Report Customizations.
• Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.
• Manage customers and deals wherever you are, on any device (phone, tablet, PC, or Mac).
• Get productive faster by using familiar tools. Dynamics 365 Sales is tightly integrated with Microsoft 365 apps, which makes it easier to get going more quickly:
  • Use SharePoint to store and view documents like presentations or notes in the context of a record, such as an opportunity, so anyone working on the opportunity can view them.
  • Open sales data in Excel, make changes, and save the changes back to Dynamics 365 Sales—all without switching between applications.
• Get actionable insights and suggestions based on how you work. For example, if you have an opportunity closing next week, the Relationship Assistant will send you a reminder to connect with your customer.
• Find all activities (appointments, phone calls, and so on) related to a customer or opportunity in one central place, so you have the context you need to do your job.

• Every user in the organization must have the Sales, Enterprise app accessrole to be able to access the Sales Hub app. To assign a security role to a user, see Assign security roles to users in an environment that has a Common Data Service database.