Manage sales literature

Sales literature in Dynamics 365 Sales stores sales-related information such as brochures or detailed specifications of products. Think of sales literature as a central repository for your organization’s sales information (in the form of sales attachments) that lets you share information with other users.

You can associate a sales literature to a competitor or a product.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise More information: Dynamics 365 Sales pricing
Security roles	Any primary sales role, such as salesperson or sales manager More information: Primary sales roles

Create a sales literature record

1. Make sure that you have one of the following security roles or equivalent permissions: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager.

2. Select the site map , and then under Collaterals, select Sales Literature.

3. Select New.

4. Fill in the information such as Title, Subject, and Type. Use the handy tooltips as a guide.

   

5. Select Save.

6. In the Sales Attachments section, select the More Commands button , and then select New Sales Attachment.

   

7. In the New Sales Attachment form, enter a Title and Abstract for the attachment, and then select Choose File to select a file to be attached.

8. Select Save or Save & Close.

There are two ways to send the sales literature to other users:

• Select the Send as Email option in the Sales Literature form.

• Select the Add Sales Literature option in Dynamics 365 App for Outlook. More information: Add sales literature or a knowledge base article to a email

Can't find the options in your app?

There are three possibilities:

• You don't have the necessary license or role.
• Your administrator hasn't turned on the feature.
• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

See also

Create or edit a competitor record
Set up a product