Troubleshooting and FAQs

Troubleshooting articles

For a collection of troubleshooting articles grouped by topic, see the following site provided by Microsoft Support:

• Microsoft Dynamics 365 Sales troubleshooting

These articles explain how to determine, diagnose, and fix issues that you might encounter when you use Dynamics 365 Sales. The articles are organized by feature area and each article focuses on a specific issue and how to solve it.

Frequently asked questions

Collections of frequently asked questions (FAQs) are integrated into the Sales documentation. Each of these articles includes multiple FAQs related to a specific feature topic or area in Dynamics 365 Sales:

• Licenses and storage FAQs
• Region and language FAQs
• Dynamics 365 Sales trial FAQ
• Installation FAQs
• Activity FAQs
• Lead management FAQs
• Opportunity management FAQs
• Product and price list FAQs
• Forecasting FAQs
• Focused view FAQs
• Text messaging FAQs
• Conversation intelligence FAQs
• Assistant FAQs
• Sales accelerator FAQs
• Digital selling FAQs
• Relationship intelligence FAQs
• Notes analysis and auto capture FAQs
• Teams integration FAQs
• Linking records to Microsoft Teams channels FAQs
• Copilot in Dynamics 365 Sales FAQ
• Summarization with Copilot FAQs
• Copilot for emails FAQs
• Chat with Sales data on Microsoft 365 Copilot FAQs
• Privacy and security FAQs

Other support resources

The following Microsoft support and community resources are also available, where you can discuss and solve issues, browse Blogs, request features, and more:

• Microsoft Dynamics 365 Blog
• Dynamics 365 Community
• Dynamics 365 Sales ideas portal
• Dynamics 365 support