Sales Hub is now preinstalled on all environments

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users, automatically - Jan 31, 2022 Apr 22, 2022

Business value

Sales Hub is a Microsoft app designed and configured for ideal seller experiences. The built-in Sales Hub app comes configured with several core sales and sales insights features to help you get started quickly. The app has a modern and interactive interface, designed to simplify your day-to-day sales activities. It shows you all the vital information in one place and lets you focus on the key activities that require your attention. Sales Hub is based on the Unified Interface framework, which is adaptable and accessible.

To ensure all our customers can benefit from the new and innovative Dynamics 365 Sales capabilities, we are making Sales Hub available and preinstalled in all existing and new environments.

Feature details

Sales Hub is a Microsoft first-party app that's designed around the sales processes that most organizations follow. If your organization has unique selling processes, you can customize the Sales Hub app or create a custom app from scratch. To learn more about when to choose one over the other, go to Sales Hub app versus custom app.

If your organization already has the Sales Hub model-driven app installed, there will be no changes. If not, the Sales Hub app will be preinstalled in your environment and set to be visible only to users with the following security roles:

  • System administrator
  • System customizer
  • Sales, Enterprise app access
  • Salesperson
  • Sales manager
  • Vice president of sales

As an administrator, you can:

  • Decide which users or security roles should have access to the Sales Hub app. The app will honor the access permissions defined in the security role of the user.
  • Quickly enable new and innovative Sales Premium capabilities.

As a seller or manager, you can:

  • Access the Sales Hub app from the Published Apps page once access is granted.

Screenshot showing the Sales Hub app preinstalled

See also

Use the Sales Hub app to access Dynamics 365 Sales features (docs)