Overview of Sales and Sales Hub

Welcome to Dynamics 365 Sales!

Dynamics 365 Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.

Important

Dynamics 365 Sales is a model-driven app that is built on the Common Data Service platform. You can create and manage model-driven apps by using PowerApps. More information: What are model-driven apps?

Available anywhere, on any device

The My Apps page shows the apps based on the logged in user's security role.

Here are the flavors Dynamics 365 Sales is available in:

  • The Sales Hub app is built on the Unified Interface framework. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. The Sales Hub app is optimized to work on mobile devices as well as desktops.

    Important

    Dynamics 365 Sales is a model-driven app that is built on the Common Data Service platform. You can create and manage model-driven apps by using PowerApps. More information: What are model-driven apps?

  • The Sales app is designed for the legacy web client and is the full-featured, desktop-optimized web client app for sales scenarios.

    Important

    With the April 2019 release, any new subscription to Dynamics 365 Sales will not have the Sales app (web client). The existing organizations where the Sales app was available will show a notification prompting users to update their legacy web client apps to Unified Interface. More information: Update your apps to Unified Interface, Enable Unified Interface Only mode

  • The Sales Professional app is similar to the Sales Hub app, but the entities included in the Sales Professional app are a subset of the entities included in the Sales Enterprise. More information: Overview of Dynamics 365 Sales Professional

    Note

    For mobile devices, you'll also need to install Dynamics 365 for phones and tablets.

The following image shows the menu of the Sales Hub app, which is the Unified Interface app for Dynamics 365 Sales.

Menu of the Sales Hub app

Menu item 1 Open or collapse the site map.
Menu item 2 Access the recent items you've worked on or the customers you've pinned.
Menu item 3 Access everything that you need to communicate with customers, manage your sales-related records, and so on.
Menu item 4 Switch between Sales, Settings, and Training area.

What Dynamics 365 Sales offers

Dynamics 365 Sales offers great benefits, whether you're using a desktop, phone, or tablet.

Benefits for sales people

  • Follow guided business processes, so you know which steps to take next to close deals faster. You can tailor these business processes for your organization's needs.

  • Manage customers and deals wherever you are, on any device (phone, tablet, PC, or Mac).

  • Get productive faster by using familiar tools. Dynamics 365 Sales is tightly integrated with Office 365 apps, which makes it easier to get going more quickly:

    • Use SharePoint to store and view documents like presentations or notes in the context of a record, such as an opportunity, so anyone working on the opportunity can view them.

    • Open sales data in Excel, make changes, and save the changes back to Dynamics 365 Sales—all without switching between applications.

  • Get actionable insights and suggestions based on how you work. For example, if you have an opportunity closing next week, the Relationship Assistant will send you a reminder to connect with your customer.

  • Find all activities (appointments, phone calls, and so on) related to a customer or opportunity in one central place, so you have the context you need to do your job.

Benefits for sales managers

  • Accelerate your team's performance by using real-time analytics based on historical data and predictive information.

  • Monitor results, and provide feedback and coaching, in real time.

  • Use immersive Excel and prebuilt templates to do quick analysis without leaving Dynamics 365 Sales.

See also

User Guide (Sales and Sales Hub)
Business process flows overview
Set up a product catalog
Set up sales territories