Blog - Channel Partner
Why Business Central + Dynamics 365 Sales Professional Is One of the Smartest Attach Plays for Indirect Resellers
If you work closely with Business Central customers, you’ve probably heard some version of this sentence more times than you can count:
“We’re managing sales in Excel… and it’s starting to hurt.”
This is exactly where the Business Central + Dynamics 365 Sales Professional story becomes powerful -not as a technical upsell, but as a natural evolution of how customers grow.
For Indirect Resellers, this isn’t about adding complexity. It’s about unlocking value that Microsoft has intentionally designed into the platform.
Let’s unpack why this combination works so well, using only real system functionality and first-party Microsoft connectors.
Business Central Is Brilliant at Finance -But It’s Not a Sales Execution Platform
Business Central does many things exceptionally well:
- Financial management
- Order processing
- Inventory
- Invoicing
- Compliance and reporting
What it doesn’t try to be is a modern sales execution platform.
And that’s by design.
Microsoft never intended Business Central to manage:
- Sales pipelines
- Opportunity stages
- Lead qualification
- Forecasted revenue
- Sales activity tracking
When customers start asking for these capabilities, it’s a buying signal, not a problem.
Sales Professional: Built Specifically for the BC Customer Profile
Dynamics 365 Sales Professional exists for a very specific reason:
to serve SMBs and mid-market organizations that need structured selling without enterprise complexity.
For Indirect Resellers, this matters because:
- It aligns perfectly with the Business Central customer base
- It attaches cleanly without inflating licensing costs
- It integrates out of the box with Business Central
This is not a workaround.
This is a Microsoft-intended architecture.
One Architecture, Two Systems -One Source of Truth Each
The magic of BC + Sales Professional lies in a clear separation of responsibilities.
Dynamics 365 Sales Professional owns:
- Leads and opportunities
- Sales pipelines and stages
- Quotes from a sales perspective
- Sales forecasting
- Customer engagement and activities
Business Central owns:
- Customers and financial records
- Items, pricing, and tax logic
- Sales orders and invoices
- Posting and revenue recognition
The integration uses standard Microsoft Dataverse connectors and BC integration tables -not third-party middleware, not custom APIs.
This means:
- Finance keeps financial control
- Sales gets modern CRM capability
- Data stays consistent across systems
The End-to-End Sales Flow Customers Actually Want
Here’s what customers experience in practice:
- A salesperson manages leads and opportunities in Sales Professional
- Products and pricing come directly from Business Central (read-only, financially accurate)
- Quotes are created in Sales and sent to Business Central
- Business Central converts quotes into Sales Orders
- Invoices are posted in Business Central
- Invoice and order status syncs back to Sales for visibility
Sales teams get confidence.
Finance teams get control.
No one duplicates data.
Why This Is a Gift for Indirect Resellers
From a partner perspective, this motion checks every box:
1. It’s a Natural Expansion Sale
You’re not replacing Business Central -you’re extending it.
Customers already trust BC.
Sales Professional feels like a logical next step, not a risky change.
2. It’s License-Efficient
Sales users don’t need BC licenses.
Finance users don’t need Sales licenses.
This makes the value conversation easier and avoids pushback around cost.
3. It Protects Audit and Governance Boundaries
Sales can’t post invoices.
Finance controls pricing and tax logic.
This is especially important in regulated industries -and Microsoft enforces it at system level.
4. It Opens the Door to Advisory Services
Once Sales data lives in Dataverse:
- Reporting conversations mature
- Forecast vs actual becomes visible
- Process optimisation becomes tangible
This is where presales turns into trusted advisor positioning.
What This Is Not (And Why That’s a Strength)
This solution does not:
- Turn CE into an ERP
- Let sales override finance rules
- Duplicate financial posting logic
- Blur system ownership
That clarity is exactly why it works -and why Microsoft continues to invest in it.
The Bigger Picture: A Repeatable Presales Motion
For Indirect Resellers, this isn’t a one-off sale.
It’s a repeatable motion you can run across your BC customer base:
- Customers outgrowing Excel
- Customers asking for better sales visibility
- Customers wanting forecast accuracy
- Customers struggling with sales-to-finance handovers
Each of those signals maps directly to Sales Professional attached to Business Central.
Final Thought
Business Central plus Dynamics 365 Sales Professional isn’t about selling “more Microsoft.”
It’s about helping customers operate the way they already want to -with clear ownership, clean data, and systems that do what they’re designed to do.
For Indirect Resellers, that’s not just a presales story.
It’s a growth strategy hiding in plain sight.
