User Guide (Sales and Sales Hub)

Applies to Dynamics 365 (online), 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.


Overview of the Sales and Sales Hub apps

Basics Guide to Dynamics 365 Customer Engagement

Understanding how data is organized

Find your way around the apps

Start your day with a dashboard

Stay up-to-date with customer news with the activity feed

Work with activities

What are business processes?

View your user profile

Keep track of customers

Work with accounts and contacts

Deactivate or activate an account or contact

Manage the sales process

Nurture sales from lead to order

Create or edit a lead

Qualify a lead and convert it to an opportunity

What if you're no longer working a lead?

Reopen a lead

Create or edit an opportunity

Close an opportunity as won or lost

Assign a record to a user or team

Create and work with collateral

Create or edit a quote

Create or edit an order

Create or edit an invoice

Create a product

Create a marketing campaign

Create a marketing list using in-app marketing

Create a quick campaign using in-app marketing

Create and manage goals

Create or edit a goal

Create or edit a goal rollup query

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

Import and export data

Import contacts

Import accounts, leads, or other data

Export data to Excel

Set personal options

Set personal options

Go mobile

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