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. Enhance your digital selling programs with Sales Premium features that are available with the Dynamics 365 Sales Enterprise license: sales accelerator, conversation intelligence, relationship intelligence, and predictive scoring, all available with a limited monthly capacity. To get access to all the premium features with no capacity limitations, upgrade to Dynamics 365 Sales Premium.

In the Sales Hub app, set up digital selling capabilities in the Sales Settings page under App Settings > Overview. You can also use this page to set up digital selling features if you have a Dynamics 365 Sales Premium license.

Note

  • Basic relationship insights and who knows whom information are available for early access to Sales Enterprise customers out-of-the-box, with no setup required. Learn how to view relationship analytics and KPIs.
  • 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.

Watch this brief video for an overview of digital selling capabilities in Dynamics 365 Sales Enterprise:

Licensing options

When you set up digital sales with a Sales Enterprise license, you get to explore Sales Premium features such as the sales accelerator, conversation intelligence, and predictive scoring with a limited monthly capacity. If you need more capacity or want access to all the premium features, you must upgrade to Dynamics 365 Sales Premium. The following table describes 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.
  1. In the lower-left corner of the screen, select Change area Icon to change the work area. and then select App Settings.

  2. from the left navigation pane, select Overview.
    The Sales settings page is displayed with the list of digital selling capabilities. Here is the list of digital selling capabilities that you can set up:

  3. Select the feature and then select Quick setup. After you've set up the features, the Quick setup button changes to Edit settings.

Note

Each of the Sales Premium features has an advanced settings page, too. Settings you change in either place are reflected in both quick setup and advanced settings.

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