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

  • Create users and assign security roles
  • Set up a product catalog
  • Define sales settings
  • Define Goals settings
  • Create or edit goals
  • Set up sales territories to organize business markets
  • More help resources for admins...

    • Increase sales

  • Nurture sales from lead to cash
  • Create or edit leads
  • Qualify or convert leads
  • Create or edit opportunities
  • More help resources for sales people...
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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

    • Troubleshooting

  • Troubleshooting guide for sales people
  • FAQs
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    Integrate

  • Integrate LinkedIn Sales Navigator solutions
  • Microsoft Teams integration

    • Develop

  • Enable sales order processing integration
  • Entity reference for manual forecasting
  • Entity reference for playbooks
  • Custom plug-in handling using shared variable
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    GDPR

  • Dynamics 365 Sales & GDPR
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    Microsoft Learn resources

  • Working with Dynamics 365 Sales
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    Resources for other Sales apps

  • Dynamics 365 Sales Insights
  • Help resources for Dynamics 365 Sales Professional
  • Overview
  • Sales Team Member app for users with Team Member license
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