Deepen - Leverage advanced functionality

For application administrators and system architects

Expand your knowledge to administer Dynamics 365 Sales.

Extend the configuration of the Sales app 

Explore additional ways to tap into and configure the Sales app.

Work with products:

• Create a product catalog

• Set up product families

• Set up discount lists

Work with leads and opportunities:

• Manage quotes and orders

• Enable customization of the Opportunity Close form

• Define lead qualification experience

• Add the Kanban control to Opportunity or Activity entities

Manage sales:

• Project revenue with sales forecasting

• Get started with in-app marketing

• Enforce best practices with playbooks

Note

• Explore the complete administrator guide for Dynamics 365 Sales.
• View the troubleshooting guide for Dynamics 365 Sales.
• Explore the developer guide for more information.

Expand your knowledge of Microsoft Power Platform

See what else you can do with Microsoft Power Platform:

• View a comprehensive guide of the Power Platform capabilities

Customize Dynamics 365 using complementary products

Implement additional functionality available for Dynamics 365 Sales:

• Analyze your sales data by using Power BI template apps.

• Administer Dynamics 365 Sales Insights.

• Use LinkedIn Sales Navigator with the Sales app.

• Integrate with Microsoft Teams.

• Automate Sales calls within the application.

Note

To further customize Dynamics 365, explore Microsoft AppSource.

Self-guided learning modules

Deepen your knowledge of Dynamics 365 Sales at your own pace using self-guided Learn modules:

• Work with Dynamics 365 Sales Insights

• Introduction to configuration in Dynamics 365 model-driven apps

• Create surveys with Dynamics 365 Customer Voice

Note

• For additional help and support, visit Microsoft Support and Microsoft Community.
• To explore other roles and content, see Overview of adoption framework for Dynamics 365 Sales.