Sales Help & Training

Get started

  • Dynamics 365 for Sales Overview
  • Learn the basics
  • Use Sales Hub on Dynamics 365 for phones and tablets
  • Embedded intelligence Overview
  • Administer the system

  • Set up the product catalog
  • Define Sales settings
  • Define Goals settings
  • Create goals to track progress
  • Set up sales territories to organize business markets
  • Administer Embedded intelligence
  • Increase sales

  • Nurture sales from lead to cash
  • Create or edit a lead
  • Convert a lead to an opportunity
  • Create or edit an opportunity
  • Create or edit a quote
  • Create or edit an order
  • Create or edit an invoice
  • Analyze customer-interaction data

  • Use relationship assistant to guide customer communications
  • View message interactions with email engagement
  • Display related emails with auto capture
  • AI for Sales

  • Dynamics 365 AI for Sales
  • Develop

  • Create custom cards in Relationship assistant
  • Sample: Extend Relationship assistant card type (custom card)
  • GDPR

  • Dynamics 365 for Sales & GDPR
  • Troubleshooting

  • Troubleshooting guide for administrators
  • Troubleshooting guide for sales people
  • In-app marketing

  • Create a marketing list
  • Create a quick campaign
  • Add assets to a campaign
  • Create or edit a campaign
  • Add an activity to a campaign
  • Track a marketing campaign response