web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Swapping Dynamics Sales Pro licenses for Customer Service Pro

(0) ShareShare
ReportReport
Posted on by 5

HI all,

Probably a pretty basic question but one I can't seem to find the answer to. 

We've customised a D365 Sales Instance (don't use the Sales Hub, or any of the sales entities other than Products, which I believe we could retain...) and provisioned a load of Sales Pro license for users....but now realised it probably makes more sense to have Customer Service licenses as we are doing another round of dev which requires something similar to what SLAs already do. 

Is it possible to just wait for the monthly licenses to lapse, quickly buy Customer Service Pro, and switch all users over to that??

I have the same question (0)
  • Suggested answer
    Eiken Profile Picture
    on at
    RE: Swapping Dynamics Sales Pro licenses for Customer Service Pro

    Hi,

    Are you worried about losing your data if switch the license?

    You don’t need to wait the licenses to lapse, just add the new license and remove the old one.

    Please refer to the following case which had similar question with you.

    Switch Dynamics CRM Online Licenses - Dynamics 365 General Forum Community Forum

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 120

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 120 Super User 2025 Season 2

#3
#ManoVerse Profile Picture

#ManoVerse 56

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans