Prepare - Tailor Dynamics 365 for your organization

For application administrators and system architects

Learn how you can customize Dynamics 365 to fit the needs of your organization.

Learn best practices for adopting Dynamics 365 Sales

Use this adoption guide to help you on your digital transformation journey:

• Adoption resource guide

Set up Dynamics 365 Sales

Configure the Sales app to fit your organization’s needs.

Working with products:

• Set up products

• Set up product families

• Manage product catalog configuration

• Set up discount lists

Working with goals:

• Learn about Goals settings

• Create or edit goals

• Define goal rollup queries​

Other:

• Set up sales territories to organize business markets by geographical area

• Manage transactions with multiple currencies

• Learn about system-level settings

Note

• Explore the complete administrator guide for Dynamics 365 Sales.
• Visit the Dynamics 365 Sales troubleshooting guide.

Customize the Sales app using Microsoft Power Platform

See guidance on how to use Microsoft Power Platform:

• Power Apps: Learn how to quickly build low-code apps that modernize processes and solve tough business challenges in your organization using Power Apps.

• Power Automate: Power Automate is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more.

• Power BI: Power BI amplifies your insights and the value of your data.

• Power Virtual Agents: Build chatbots easily with Power Virtual Agents.

• Power Platform administrator guide: Administer Microsoft Power Platform.

• Adoption best practices: A collection of documentation, guidance, best practices, and templates that are proven to accelerate your Microsoft Power Platform adoption journey.

Note

View a comprehensive guide of the Microsoft Power Platform documentation.

Self-guided learning modules

Onboard to Dynamics 365 Sales at your own pace using self-guided Learn modules:

• Dynamics 365 Sales

• Working with Dynamics 365 Sales

• Introduction to developing with Microsoft Power Platform 

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.