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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 Sales Pro...
Customer experience | Sales, Customer Insights,...
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Dynamics 365 Sales Professional Licensing - Customization

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Posted on by Emanuel van der Aalst 35

Hi

I found a licensing comparison table between D365 Sales Professional & Enterprise in this Dynamics 365 Licensing guide (December 2021): 

In that table I found the following limitation for customizations for forms and views:

Licensing-Table-Forms-_2600_-Views.png

Does it mean:

I can create only two custom views and two custom forms for the 'entire app acros all entities (Account, Opportunity, Contact...)'

or

I can create only two custom views OR custom forms for the 'entire app acros all entities (Account, Opportunity, Contact...)'

or 

I can create two custom views and two custom forms 'per entity' 

or

I can create only two custom views and forms 'per entity'

And what if I don't create a new form but customize the default Sales Professional form? Does that count as an 'custom form'?

Default-Form.png

I looked in the suggested Appendix D for guidance but could not find anything on that:

Appendix-D.png

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Emanuel, 

    You can create two custom views and two custom forms 'per entity' .

    For "And what if I don't create a new form but customize the default Sales Professional form? Does that count as an 'custom form'?", i'm not sure about it.

    Maybe you can contact Salesperson for more correct details:

    pastedimage1641374758909v1.png

    Sales Pricing | Microsoft Dynamics 365

  • Emanuel van der Aalst Profile Picture
    Emanuel van der Aalst 35 on at

    Hi Leah Ju,

    Thank you. That is perfect. And if I can create two custom forms per entity, it does not matter that much if a customisation of a default form would count or not. And I'm curious...I seriously tried to find that information but could not find it. Is there another resources than the Licensing Guide?

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