Move from Dynamics 365 for Sales Professional to Dynamics 365 for Sales Enterprise

Dynamics 365 for Sales Professional is targeted at businesses that have simpler sales needs and do not require the full sales capabilities. However, if at any point you find your requirements growing, you can easily upgrade to Dynamics 365 for Sales Enterprise.

The upgrade process involves three steps:

  1. Purchasing a Dynamics 365 for Sales Enterprise subscription.

  2. Assigning Dynamics 365 for Sales Enterprise licenses to the users.

  3. Installing the Dynamics 365 for Sales Enterprise edition solution.

  4. Deleting the Dynamics 365 for Sales Professional solution.

Purchase Dynamics 365 for Sales Enterprise Edition subscription

  1. Sign in to Office 365 at admin.microsoft.com with the Dynamics 365 for Customer Engagement account that has admin permissions.

  2. Select Billing > Subscriptions.

    Select Subscriptions

    You’ll see the active subscriptions.

    Active subscriptions

  3. Select Add subscriptions.

    The Purchase Services page opens. You’ll see a tile for Dynamics 365 for Sales Enterprise Edition.

    Dynamics 365 for for Sales Enterprise Edition tile on Purchase Services page

  4. In the Dynamics 365 for Sales Enterprise Edition tile, move your mouse over the Ellipses icon and select Buy Now, and then follow the steps to purchase new licenses.

    Buy Dynamics 365 for Sales Enterprise Edition plan

Assign licenses to your users

After you’ve purchased the licenses, assign the licenses to users.

  1. On the Microsoft 365 admin center, select Users > Active users.

  2. Select multiple users, and then select Edit product licenses.

    Bulk action to edit multiple product licenses

  3. Select Replace existing product license assignments, and then select Next.

  4. Turn on the license for your Dynamics 365 for Customer Engagement plan.

    Turn on your Dynamics 365 for Customer Engagement plan

  5. Select Replace, and then select Close twice.

  6. Review the license status on the Active users page and make other assignments as needed.

    Active users page

Install Dynamics 365 for Sales Enterprise solution

  1. In the Microsoft 365 admin center, select Admin Centers > Dynamics 365.

    Dynamics 365 admin center in Office 365 nav bar

    The Dynamics 365 Administration Center opens.

  2. On the Instances tab, select your production instance, and on the product instance tile, select the Manage your solutions Manage your solutions icon.

    Production instance on the Instances tab

  3. On the Manage your solutions page, select Dynamics 365 for Sales Application, and on the tile, select Install.

After you complete these steps, your organization will be effectively upgraded to Dynamics 365 for Sales Enterprise.

Delete the Dynamics 365 for Sales Professional solution

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

  2. Sign in to Dynamics 365 for Customer Engagement.

  3. Select Settings > Solutions.

  4. Select the Dynamics 365 for Sales Professional solution and select Delete.

    Note

    When you delete this solution, the Sales Pro app module is deleted, and any configuration specific to this app module such as its site map and form preferences are also lost.

Important

As per contractual agreement, you can't mix and match Enterprise and Professional users on the same instance. If you plan to keep Professional licenses, make sure you abide by the contractual requirements. More information: Microsoft Dynamics 365 Licensing Guide