Dynamics 365 Sales – Initial Setup
Dynamics 365 Sales – Initial Setup is a fixed-scope, $875 Quick Start for organizations that are new to Dynamics 365 Sales and want to get started quickly — without a lengthy…
A fixed-price, three-working-day review that tells you exactly which Dynamics 365 licenses your organization needs — and what they cost at Microsoft's list price — before you buy or renew. We inventory the Dynamics 365 subscriptions, assignments and Dataverse environments you have today, map every role to the right license type (full user, Team Members, device or attach; Professional, Enterprise or Premium; Business Central Essentials or Premium), apply Microsoft's licensing rules as published in the Dynamics 365 Licensing Guide current at delivery — base and attach eligibility, Team Members use rights, the Professional-and-Enterprise environment rule, minimum purchase quantities, Business Central tier consistency and the Dataverse capacity your licenses already include — and hand you a written recommendation with a priced quote at Microsoft's published list price, stating the price-list month it binds to. The quote comes with links to the subscription pages and a live quote link you can accept, ignore or take to another partner. Covered: Dynamics 365 Sales, Customer Service, Field Service, Business Central, Commerce, Customer Insights, Contact Center and Project Operations. $950 fixed for the standard scope — one Microsoft tenant, up to 500 users; larger estates are quoted in writing before we start. Not included: implementation, data migration, negotiating with Microsoft on your behalf, and Microsoft's own metered charges (Dataverse capacity add-ons, Customer Insights capacity packs, Copilot Credits, Contact Center minutes, Azure consumption), which are always yours.
Dynamics 365 licensing goes wrong in a small number of predictable ways. A sales manager who reads dashboards and approves discounts is put on a full Sales Enterprise license when a Team Members license would carry the work. A customer-service team is bought Professional because it was cheaper, then discovers that the queues, cases and knowledge features they planned around sit in Enterprise — or the reverse: Enterprise for twelve people whose whole job is logging cases from email. A user who already holds Sales Enterprise is bought Customer Service Enterprise at the full base price when the same user qualifies for the attach license at a fraction of it. A Business Central tenant is sized for Essentials, and six months in finance asks for manufacturing or service management, which live in Premium — and Microsoft does not allow the two tiers in one environment. And the Dataverse capacity that came with the licenses is never looked at until the environment stops accepting new sandboxes. None of this is exotic. It is the result of buying licenses one order at a time without a map of who does what. This review builds that map. We start from what exists: the subscriptions and assignments in your Microsoft 365 admin center, the environments and capacity in the Power Platform admin center, and for Business Central the environments, companies and user count in its own admin center. If you have no Dynamics 365 today, we start from the roles instead — a short questionnaire your managers can answer in an hour. Each role is then matched to the lowest license whose use rights actually cover the work, using Microsoft's own rules rather than the plan names: Team Members where the person reads, approves and updates their own activities inside the designated Team Member apps; a full user where they create and work the records; a device license where a shared kiosk or counter is the real user; an attach license wherever the same person already holds a qualifying base. For Sales and Customer Service we decide Professional against Enterprise on the features and customization caps you will hit, not on the price difference, and we say plainly when Premium is only worth it for the people who will use what it adds. For Business Central we settle Essentials against Premium once, for the whole environment, before anyone orders. Then we price it. Every line of the recommendation is costed at Microsoft's published list price — the same price you would pay buying direct — with the price-list month it binds to printed on the quote, and with the annual and monthly term options side by side. For reference, at Microsoft list price, October 2026 price list, on an annual commitment: Dynamics 365 Sales Professional is $780 per user per year and Sales Enterprise $1,260; Customer Service Professional is $600 and Customer Service Enterprise $1,260; Field Service is $1,260; Team Members is $96; Business Central Essentials is $960 and Business Central Premium $1,320. The attach licenses for a user who already holds a qualifying base are $240 per user per year for Sales, Customer Service and Field Service and $360 for Project Operations and Commerce. The difference between a base and an attach, multiplied by the people who qualify, is usually the largest single number in the review. The written recommendation is built to be acted on. It lists what to reassign now, what to cancel at the next renewal date rather than today (reductions under Microsoft's New Commerce terms are limited to the short window after purchase or renewal, so timing is part of the advice), what to buy, and in which order — and it names the implementation step that follows if you want one: Dynamics 365 Sales – Initial Setup for a new Sales environment, Salesforce to Dynamics 365 Sales Migration when the data lives elsewhere today, Business Central Integration Development when the ERP has to talk to something, and Dynamics 365 Administrator on Demand for the administration afterward. None of those is required. The review stands on its own, and so does the quote. What this is not: it is not a Microsoft 365 license audit — that is the separate Microsoft 365 License Audit and Optimization, which goes through Business Premium, E3 and E5 at service-plan level — and it is not a volume-licensing program choice, which the Microsoft Volume Licensing consultation covers. If you want the full price grid for every Dynamics 365 application in one place, our Dynamics 365 pricing guide for 2026 is being published alongside this page; the Sales Professional vs Enterprise vs Premium comparison is already up.
A 30-minute intake call fixes the scope in writing: which applications are in play, how many people, whether Business Central is involved and in which environment, and the renewal dates you are working toward. You grant read-only access — a Global Reader role in Microsoft Entra ID is enough for the subscription and assignment data; the Power Platform and Business Central capacity views need an administrator to export two pages for us if you prefer not to grant a reader role there. We send the role questionnaire the same day: for each team, what people create, what they only read or approve, whether anyone works from a shared device, and which applications each person touches.
We build the inventory from the admin centers and reconcile it against the questionnaire, then map every role to the lowest license whose use rights cover the work. Each mapping is tested against Microsoft's rules: does this user hold a qualifying base so the second application is an attach; does this person's work stay inside the Team Members use rights and the designated Team Member apps; do Professional and Enterprise users need separate environments; is a minimum quantity triggered; are all users in each Business Central environment on one tier; and does the capacity the licenses bring cover what the environments consume. Open questions go back to you the same afternoon.
We write the recommendation with its scenarios, price every line at Microsoft's list price for the current month with annual and monthly terms shown, sequence the actions against your renewal dates, and issue the quote and live quote link. The walkthrough call closes the engagement: we defend each line, you challenge whatever you like, and you leave with the files. Ordering — from us or from anyone else — is your decision afterward, not part of the three days.
A fixed-price, three-working-day review for organizations of roughly 20 to 500 users that are buying Dynamics 365 for the first time, adding an application, or approaching a renewal and not certain the licenses match the work. We inventory what you have, map every role to the right license type and tier using Microsoft's published rules, and hand you a written recommendation with a priced quote at Microsoft's list price. It covers Dynamics 365 Sales, Customer Service, Field Service, Business Central, Commerce, Customer Insights, Contact Center and Project Operations in one Microsoft tenant. If your question is about Microsoft 365 plans rather than Dynamics 365, the Microsoft 365 License Audit and Optimization is the right engagement.
$950, fixed, quoted in writing before work begins, and you pay after you approve delivery. The fee covers the standard scope — one Microsoft tenant, up to 500 users, across the applications named on this page — including the inventory, the role-to-license map, the licensing rules check, the written recommendation with up to three priced scenarios, the quote with its live quote link, the action and timing list, the capacity note and the walkthrough call. Larger estates, several tenants, or estates that include Finance, Supply Chain Management or Human Resources are quoted in writing before we start. The fee is the same whether you then buy the licenses from us, from Microsoft or from someone else, and nobody at IT Partner earns a commission on the outcome.
At the time of writing, Microsoft prices the first Dynamics 365 application a user holds as the base license at the full price, and additional qualifying applications for that same user as attach licenses at a reduced price. The attach price is tied to the person, not the organization: a user who holds Sales Enterprise can add Customer Service Enterprise as an attach, but a colleague with no base needs a base of their own. At Microsoft list price, October 2026 price list, on an annual commitment, the attach licenses for Sales, Customer Service and Field Service are $240 per user per year against $1,260 for the Enterprise base, and $360 for Project Operations and Commerce against $1,620 and $2,520. The base must be the higher-priced application. Multiply that difference by every person who works in two applications and you have the largest single number in most reviews — and the one most often missed when licenses are bought one order at a time.
Team Members — $96 per user per year at Microsoft list price, October 2026 price list — fits people who read records, approve things, update their own activities and notes, and occasionally edit an account or contact, and who can do all of that inside the designated Team Member apps. At the time of writing Microsoft enforces the license in the product: a Team Members user is restricted to the Sales Team Member, Customer Service Team Member and Project Resource Hub apps (Business Central has its own Team Members license with its own role), gets read access across the application and write access to a limited set of tables, and brings no Dataverse capacity with the license. The moment a person creates and works opportunities, cases, work orders or orders as part of their job, they are a full user — and a Team Members license on that person is both a compliance problem and a daily source of error messages. The role questionnaire is designed to find exactly that line, and the map records the use right that decided each case.
On the features and caps you will hit, not on the price alone. Sales Professional ($780 per user per year) and Customer Service Professional ($600) at Microsoft list price, October 2026 price list, cover a straightforward pipeline or case queue, but at the time of writing they carry customization caps — 15 custom tables and limits on business process flows, forms, dashboards and queues — and leave out the capabilities Microsoft reserves for Enterprise, such as forecasting and the sales accelerator on the Sales side and unified routing, omnichannel and the fuller knowledge and SLA tooling on the Customer Service side. Sales Enterprise and Customer Service Enterprise are $1,260; Sales Premium ($1,800) adds Sales Insights to Enterprise, and Customer Service Premium ($2,340) adds Contact Center to Enterprise. Two rules shape the answer as much as the features: Professional and Enterprise cannot share one environment, and Premium is worth it only for the named people who will use what it adds — so a common outcome is Enterprise for the core team, Team Members around them, and Premium for nobody or for a handful. The Sales Professional vs Enterprise vs Premium comparison walks the Sales side in more detail.
Not in one environment. At the time of writing every user in a Business Central environment must be on the same tier: Essentials at $960 per user per year or Premium at $1,320, Microsoft list price, October 2026 price list. Premium adds manufacturing and service management, so the decision is really whether anyone in the company will run production orders or service contracts in Business Central within the license term. A Premium user may work in an Essentials environment and a tenant may run both tiers in separate environments, which matters for groups with distinct companies. Around the full users sit Business Central Team Members at $96, the Device license at $540 for shared terminals, up to three External Accountant licenses listed at $0 for your outside accountant, and the Essentials Attach license at $240 for a user who already holds a qualifying Dynamics 365 base. We settle the tier once, for the environment, before anyone orders.
For the customer-engagement applications the capacity is a tenant-level pool: a default allowance that Microsoft raised in December 2025, plus an accrual for each full-user license — 250 MB of database and 2 GB of file capacity per Enterprise license at the time of writing, with Team Members adding none. Business Central has its own pool: 80 GB of database capacity per tenant plus 3 GB per Premium user, 2 GB per Essentials user and 1 GB per Device license at the time of writing, with one production and three sandbox environments included. The review reads what your environments consume today from the admin centers, compares it with the pool your recommended licenses would create, and tells you whether a capacity add-on is likely within twelve months at your current growth. Capacity add-ons, additional environments and overage are Microsoft's metered charges and stay on your bill; we price them at list where we expect you to need them, and we flag environments that have stopped accepting new sandboxes because the pool is already exceeded.
For some applications, yes. At the time of writing Dynamics 365 Commerce and Project Operations — like Finance and Supply Chain Management — carry a 20-license minimum on the first purchase, and Microsoft's Product Terms now require the minimum to be met within a single product rather than by combining several. Sales, Customer Service, Field Service, Business Central, Contact Center and Team Members have no such minimum, and Customer Insights is licensed per tenant rather than per user. Where a minimum applies to you the review says so, shows what it does to the per-user arithmetic, and compares the alternatives — for example whether a smaller team's project work fits Project Operations' attach price on top of an existing base, or belongs in a different application altogether. We cannot waive a minimum; we can make sure you do not discover it at the checkout.
It is the most common reason people book it. A renewal is the one moment when a seat count can be reduced without penalty, and under Microsoft's New Commerce terms the alternative is a short cancellation window after purchase or renewal and then nothing until the next term end — so a review done a few weeks before the date is worth far more than one done a few weeks after. We read the assignments and usage evidence in the tenant, find the full users who are doing Team Members work and the Team Members doing full-user work, the second applications bought at base price for people who qualified for attach, the Professional tenants that have grown into Enterprise, and the capacity that has quietly been exceeded, and sequence every change to your term end dates. If your licenses sit with another partner today, the recommendation applies just the same; moving the billing is a separate, free partner-of-record switch you can take or leave.
Yes, from the matching Microsoft price list, provided Microsoft recognizes your eligibility — that decision is Microsoft's, not ours. Each of the subscription pages on this site carries the commercial, nonprofit, education and government variants where Microsoft publishes them, and the quote is drawn from the list you qualify for. If your eligibility is pending, the quote shows the commercial price with the alternative noted, and the order waits for Microsoft's confirmation rather than guessing. Nonprofits should also read what has changed in Microsoft's grant and discount programs — our note on the true cost of nonprofit licenses covers it — because the Dynamics 365 nonprofit prices are discounts, not grants.
No. The quote is at Microsoft's published list price — the same price as buying direct, with the price-list month stated so you can check it against Microsoft's own pricing in five minutes — and you may place the order with us, with Microsoft, or with any other partner. There is no lock-in in either direction: subscriptions bought through us can be moved to another partner or back to Microsoft at any time under Microsoft's documented transfer workflow. If you do buy through us, break-fix support during business hours is included at no extra charge, and every order is confirmed and closed by a person, not by an AI. Our reasons to buy Microsoft licensing from a CSP are published; the review does not depend on you agreeing with them.
A monthly term costs more each month and lets you reduce seats every month; an annual commitment costs less and locks the count for the year, with monthly billing available on the annual term at a small uplift but without monthly cancellation rights. As an example at Microsoft list price, October 2026 price list, Sales Professional is $780 per user per year on an annual commitment and $78 a month on a monthly term. The right blend is usually annual for the people who will certainly be there in twelve months and monthly for seasonal staff, contractors and a pilot group, and the quote shows both so you can set the split yourself. The arithmetic behind the break-even is worked through in our NCE annual versus monthly note, and the NCE explainer covers the cancellation window and renewal mechanics.
At the time of writing Contact Center comes in four shapes: standalone at $1,320 per user per year (Microsoft list price, October 2026 price list), the digital-only or voice-only variants at $1,140, an add-on to Customer Service Enterprise at $1,080, or bundled with Customer Service Enterprise inside Customer Service Premium at $2,340. Which shape fits depends on whether the agents also work cases in Customer Service and which channels they handle, and the review picks it per team rather than per organization. Customer Insights is different in kind: it is licensed per tenant, not per user — $20,400 per tenant per year at list, or $12,000 for the attach-priced base available to tenants that already hold a qualifying Dynamics 365 application — and the base includes 10,000 interacted people and 100,000 unified people at the time of writing, with capacity packs above that. The user licenses for Customer Insights are listed at $0. In both cases the minute, message and people meters are Microsoft's charges and stay on your bill; the review tells you which meter you are likely to hit first.
Read-only throughout. The Global Reader role in Microsoft Entra ID covers subscriptions, quantities, assignments and term dates in the Microsoft 365 admin center; the Power Platform admin center capacity page and the Business Central admin center environment and capacity pages can be granted as a reader role or exported for us by your administrator. We do not reassign, cancel or purchase anything, we do not open the applications' data, and the role questionnaire is answered by your managers, not read from your records. The access is time-bound to the three days and you revoke it afterward; the working files are yours whether or not you order anything.
You decide. The action list tells you what to reassign now, what to reduce at the renewal window, and what to buy; the quote link lets you place the order with us in a few clicks, or you take the recommendation to Microsoft or another partner. If you want help with the next step, each one is a separate, separately quoted service: Dynamics 365 Sales – Initial Setup for a new Sales environment, Salesforce to Dynamics 365 Sales Migration when the data lives elsewhere today, Business Central Integration Development when the ERP must connect to other systems, and Dynamics 365 Administrator on Demand for the administration that follows. None of them is assumed in this fee.
The subscription pages give you the price of each plan; the review gives you the right plan for each person and the rules that constrain the combination. A price grid cannot tell you that twelve of your forty CRM users qualify for the attach price because they already hold a base, that four of the people you planned as Team Members create cases every day, that your Professional environment is three custom tables from its cap, that Commerce triggers a 20-license minimum, or that the Dataverse pool your licenses create is smaller than what your environments already consume. Those are the findings that change the quote, and they come from reading your tenant and your roles rather than the price list. If the prices alone answer your question, use the pages — they bind to the current Microsoft price list and carry a live quote link — and keep the $950.