Learn the basics of Dynamics 365 Sales
Start here to onboard quickly and learn about the different offerings of Sales and their user interface.
Go to the Sales apps
Sign in to Office 365, select the Office 365 app launcher, and then select the icon for Dynamics 365.
The apps available to you in the app launcher depend on your subscription.
To open Sales hub, select the tile for Sales Hub (Unified Interface).
Understand the data in the app
Every day, you’ll work with different customer records and record types as you move customers through your business processes, collecting the data you need to fill in the fields for their records—and ultimately to win their business.
What’s a record? In Dynamics 365 Sales, a record is a complete unit of information such as all the information about a single contact. You can think of it as a row in a table. For example, each time you add a new account to the app, you’re creating a new record in the Sales app.
What’s a record type? Each record you add to the system belongs to a certain record type, such as an account, contact, lead, or opportunity.
Quick create – Enter new records fast
The Quick Create command makes it fast and easy to enter almost any type of information into the system. The command is on the navigation bar (also referred to as the nav bar), so it’s always available whenever you need to enter new info into the system.
With Quick Create, you need to complete only a few fields. Later, when you have more time or more information, you can fill in more details.
On the nav bar, select the New button , and then select the item you want.
On a mobile device, from the nav bar, tap and then tap Quick Create Menu.
Fill in the fields, and then select Save.