User Guide (Dynamics 365 for Sales Professional)

Focus on the right leads, contacts, and opportunities as you build out your team's sales pipeline with Dynamics 365 for Sales Professional. 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.

Get started

  • Overview of Sales Professional
  • Learn the basics
  • Manager your customers
  • Manage tasks, appointments, email, or phone calls
  • Increase sales

  • Manage leads
  • Manage opportunities
  • Create quotes
  • Create invoices
  • Create products
  • Create a price list
  • Create a unit group and add units
  • Improve productivity

  • Gain insights with dashboards
  • Assign records
  • Use document templates
  • Manage your SharePoint documents
  • Microsoft Learn resources

  • Manage leads with Dynamics 365 for Sales Professional
  • Manage opportunities with Dynamics 365 for Sales Professional
  • Process sales orders with Dynamics 365 for Sales Professional