Help resources for sales people (Dynamics 365 Sales Professional)

Focus on the right leads, contacts, and opportunities as you build out your team's sales pipeline with Dynamics 365 Sales Professional. 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.

Get started

  • Overview of Sales Professional
  • Learn the basics
  • Manage your customers
  • Manage tasks, appointments, email, or phone calls
  • Increase sales

  • Manage leads
  • Manage opportunities
  • Create quotes
  • Create invoices
  • Create products
  • Create a price list
  • Create a unit group and add units
  • Improve productivity

  • Gain insights with dashboards
  • Assign records
  • Use document templates
  • Manage your SharePoint documents
  • Microsoft Learn resources

  • Manage leads with Dynamics 365 Sales Professional
  • Manage opportunities with Dynamics 365 Sales Professional
  • Process sales orders with Dynamics 365 Sales Professional