Summary
Dynamics 365 Sales Professional is a targeted set of capabilities to enable you to get started with Dynamics quickly. We briefly looked at how to get started, how to adjust settings, and customize the app.
For more information on the tasks we covered, see the table for links to articles.
For more information on admin settings, see Overview of admin settings (Sales Professional).
| Article | Link |
|---|---|
| Connecting with SharePoint | Configure Sales Professional to integrate with SharePoint |
| Import data | Import data |
| Manage users | Add or manage users |
| Set up e-mail | Configure email in Dynamics 365 Sales Professional by integrating with Exchange |
| Branding and theming | Changing the color scheme or logo for your organization |
| Team management | Add or manage teams in Sales Professional |
| Excel and Word templates | Manage Excel templates and Manage Word templates |
| Automatic generation of quotes and invoices | Enable automatic generation of quotes and invoices |
| Export data | Export data or a template in Dynamics 365 Sales Professional |
| Customize forms | Customize forms (Sales Professional) |
| Customize views | Customize views (Sales Professional) |
| Customize business process flow | Customize business process flows (Sales Professional) |