Prepare - Learn to use the Sales app

For salespeople and sales team members

Prepare to use and adopt Dynamics 365 Sales.

Onboard to Dynamics 365 Sales

Learn how to move around the Dynamics 365 Sales app:

Video: Getting around the Sales app

Familiarize yourself with key elements of Dynamics 365 Sales:

• Learn the basics

• Gain insights with dashboards

• Print quote, invoice or other records

• Track and manage activities

• Manage leads

• Manage opportunities

Self-guided learning modules

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

• Working with Dynamics 365 Sales

• Prepare to onboard to Dynamics 365 Sales

Note

• Check out the complete Dynamics 365 Sales user guide for additional resources.
• To explore other roles and content, see Overview of adoption framework for Dynamics 365 Sales.