Help resources for salespeople (Sales Enterprise)

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more

This article will be updated soon to reflect the latest terminology.

Dynamics 365 Sales helps you zero in on the right leads, contacts, and opportunities as you build out your team's sales pipeline. Built-in processes guide you from one stage of the sales process to the next, and easy-to-use dashboards help you set goals and provide actionable insights to help you close more deals.

Use links in this article to familiarize with Dynamics 365 Sales Enterprise.

Basics

  • Overview of Sales and Sales Hub
  • Learn the basics
  • Gain insights with dashboards
  • Assign or share records
  • Track and manage activities
  • Work with business processes
  • Set personal options
  • Keep track of your customers

  • Work with accounts and contacts
  • Deactivate or activate an account or contact
  • Add an appointment, email, phone call, note, or task activity to the timeline
  • Send email using the enhanced email experience
  • Organize contacts in live org charts for accounts
  • Increase sales

  • Nurture sales from lead to cash
  • Create or edit leads
  • Qualify or convert leads
  • Reopen leads
  • Create or edit opportunities
  • Close opportunities as won or lost
  • Create and work with collateral

  • Create or edit quotes
  • Create or edit orders
  • Create or edit invoices
  • Create a marketing campaign

  • Create a marketing list using in-app marketing
  • 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
  • Manage data

  • Import data
  • Export data to Excel
  • Merge duplicate records
  • Search options in Common Data Service
  • Reports, calendar, and printing

  • Work with reports
  • Use the workplace calendar
  • Print quote, invoice, or other records
  • Get better sales intelligence

  • Boost sales with Versium Predict
  • Get sales Insights, powered by InsideView
  • Go mobile

  • Use Sales Hub on Dynamics 365 for phones and tablets
  • Dynamics 365 for Phones and Tablets User Guide
  • Work with Outlook

  • Dynamics 365 App for Outlook User Guide