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Dynamics 365 Business Central

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Nov 30, 2022

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  • The article discusses the key differences between Microsoft Dynamics 365 Business Central and Dynamics 365 Sales Professional.
  • In Business Central, the focus is on financial transactions with clients, while Sales Professional is customer-centric and focuses on improving client relationships.
  • Contacts in Business Central can be both companies and individuals, but in Sales Professional, contacts are only based on individuals.
  • Sales Professional provides salespeople with essential data such as recent opportunities, client information, and a timeline of communication.
  • Accounts (customers/vendors) in Business Central and Sales Professional have a similar focus, but Sales Professional also includes company-specific data such as annual revenue and industry.
  • Lead management is not available in Business Central, but in Sales Professional, leads are used as the first contact with an account or contact before qualifying them for further negotiations.
  • Sales Professional offers the ability to create quotes, orders, and invoices, but it is recommended to provide quotes from Sales Professional or create them in Business Central.
  • The timeline feature in Sales Professional allows users to track all communication with clients, including account/contact communication, opportunity/sales communication, and integration with Outlook and Teams for seamless collaboration.

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