Help resources for salespeople (Sales Enterprise)

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.

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