CRM platforms can be expensive, but they don’t have to be. Dynamics 365 Sales offers flexible licensing and built-in intelligence that helps businesses reduce costs while improving performance. With the right setup, you can maximize ROI and minimize waste.

At xMonthly, we specialize in helping businesses optimize their Dynamics 365 licensing through a free licensing consultation, guided trials, and deployment and implementation support from xMonthly Agents. Whether you’re scaling up or streamlining, we’ll help you find and follow the most cost-effective path forward.

Dynamics 365 Sales offers multiple licensing tiers, including Sales Professional, Sales Enterprise, and Sales Premium, each with different capabilities tailored to various business needs. Many organizations overpay by assigning high-tier licenses to users who don’t need advanced features. xMonthly’s experts analyze your usage and recommend a mix that fits your team’s roles and responsibilities. Check out our Dynamics 365 Sales Licensing Guide to learn more!

We also help you explore bundled options that include Microsoft 365, Power Platform, or Business Central, which can reduce costs and simplify management. For example, pairing Sales Professional with Microsoft 365 Business Premium gives reps access to CRM, email, and collaboration tools under one license. Click the link below to find our article about bundling Dynamics 365 Licenses and get more information!

Add-Ons That Drive Value

For teams looking to enhance their CRM capabilities, Sales Insights Add-on provides advanced forecasting, relationship analytics, and AI-driven suggestions to improve sales performance. For even deeper integration, Copilot for Sales, which includes Microsoft 365 Copilot, brings generative AI directly into your CRM and productivity tools. With those tools, sellers can write emails, summarize meetings, and surface key customer insights automatically.

If you’re looking for a lightweight, cost-effective CRM solution, xMonthly also supports deployment of RapidStart CRM, a streamlined CRM built on Power Platform and Power Apps. It’s ideal for small teams or organizations that need core CRM functionality without the overhead of full Dynamics 365 licensing.

xMonthly’s guided trials let you test different configurations and features before committing. Our agents help you explore real use cases and identify the best licensing mix for your business. Combined with our free licensing consultation, you’ll have a clear path to maximizing value.

Beyond licensing and trials, xMonthly Agents are also here to help you deploy, configure, and implement your CRM solution. We’ll make sure your setup is aligned with your business goals and optimized for performance and cost. Request Agent Services via the form below!