User Guide (Sales and Sales Hub)

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Dynamics 365 for Sales helps you zero in on the right leads, contacts, and opportunities as you build out your team's sales pipeline. Built-in processes guide you from one stage of the sales process to the next, and easy-to-use dashboards help you set goals and provide actionable insights to help you close more deals.

Basics

  • Overview of Sales and Sales Hub
  • Learn the basics
  • Start your day with a dashboard
  • Assign a record to a user or team
  • Work with activities
  • What are business processes?
  • Set personal options
  • Keep track of your customers

  • Work with accounts and contacts
  • Deactivate or activate an account or contact
  • Increase sales

  • Nurture sales from lead to cash
  • Create or edit a lead
  • Convert a lead to an opportunity
  • Reopen a lead
  • Create or edit an opportunity
  • Close an opportunity as won or lost
  • Create and work with collateral

  • Create or edit a quote
  • Create or edit an order
  • Create or edit an invoice
  • Create a marketing campaign

  • Create a marketing list using in-app marketing
  • 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
  • Import and export data

  • Import contacts
  • Import accounts, leads, or other data
  • Export data to Excel
  • Reports, calendar, and printing

  • Run a report
  • Add or edit Power BI visualizations on your dashboard
  • Use the workplace calendar
  • Print leads, quotes, and other records
  • Get better sales intelligence

  • Add Social Engagement visuals to Dynamics 365
  • Boost sales with Versium Predict
  • Get sales Insights, powered by InsideView
  • Go mobile

  • Use Sales Hub on Dynamics 365 for phones and tablets
  • Dynamics 365 for Phones and Tablets User Guide
  • Work with Outlook

  • Dynamics 365 App for Outlook User Guide