Help resources for Dynamics 365 Sales (Enterprise)

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Get started

  • Dynamics 365 Sales Overview
  • Learn the basics
  • Use Sales Hub on Dynamics 365 for phones and tablets
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    Administer the system

  • Set up the product catalog
  • Define Sales settings
  • Define Goals settings
  • Create goals to track progress
  • Set up sales territories to organize business markets
  • More help resources for admins...

    • Increase sales

  • Nurture sales from lead to cash
  • Create or edit a lead
  • Convert a lead to an opportunity
  • Create or edit an opportunity
  • More help resources for sales people...
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    Microsoft Learn resources

  • Working with Dynamics 365 Sales

    • Troubleshooting

  • Troubleshooting guide for administrators
  • Troubleshooting guide for sales people
  • FAQs
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    In-app marketing

  • Create a marketing list
  • Create a quick campaign
  • Add assets to a campaign
  • Create or edit a campaign
  • Add an activity to a campaign
  • Track a marketing campaign response

    • Develop

  • Entity reference for manual forecasting
  • Entity reference for playbooks
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    GDPR

  • Dynamics 365 Sales & GDPR

    • Dynamics 365 Sales Insights

  • Dynamics 365 Sales Insights
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    Dynamics 365 Sales Professional

  • Help resources for Dynamics 365 Sales Professional
  • Overview
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