Help resources for Dynamics 365 Sales (Enterprise)

Get started

  • Dynamics 365 Sales Overview
  • Learn the basics
  • Use Sales Hub on Dynamics 365 for phones and tablets
  • 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...
  • Integrate

  • Integrate LinkedIn Sales Navigator solutions
  • Microsoft Teams integration
  • Troubleshooting

  • Troubleshooting guide for administrators
  • Troubleshooting guide for sales people
  • FAQs
  • 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
  • GDPR

  • Dynamics 365 Sales & GDPR
  • Dynamics 365 Sales Insights

  • Dynamics 365 Sales Insights
  • Dynamics 365 Sales Professional

  • Help resources for Dynamics 365 Sales Professional
  • Overview
  • Microsoft Learn resources

  • Working with Dynamics 365 Sales