Help resources for Dynamics 365 Sales

Get started

  • Dynamics 365 Sales Overview
  • Sign up for a free trial
  • Set up Dynamics 365 Sales
  • Set up Sales premium features
  • Learn the basics
  • Understand the sales process
  • Administer the system

  • Create users and assign security roles
  • Set up a product catalog
  • Define sales settings
  • Define Goals settings
  • Create or edit goals
  • Configure forecasts in your organization
  • Set up sales territories to organize business markets
  • More help resources for admins...
  • Increase sales

  • Nurture sales from lead to cash
  • Create or edit leads
  • Qualify or convert leads
  • Create or edit opportunities
  • More help resources for salespeople...
  • In-app marketing

  • Create a marketing list
  • 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
  • Troubleshooting and FAQ

  • Troubleshooting guide for Dynamics 365 Sales
  • FAQ for Sales Enterprise
  • FAQ for Sales Premium
  • Develop

  • Sales entities (lead, opportunity, competitor, quote, order, invoice)
  • Enable sales order processing integration
  • Marketing entities (campaign, list)
  • Goal management entities
  • Product catalog entities
  • More help resources for developers...
  • GDPR

  • Dynamics 365 Sales and GDPR
  • Sales Insights add-in for Dynamics 365 and GDPR
  • Microsoft Learn resources

  • Working with Dynamics 365 Sales
  • Introduction to configuration in Dynamics 365 model-driven apps
  • Implement goal management in Dynamics 365 Sales and Customer Service
  • Dynamics 365 Sales mobile app

  • Overview of the mobile app
  • Prerequisites for the mobile app
  • Install the app on iOS and Android
  • Use the mobile app
  • Learn the basics
  • Resources for other Sales apps

  • Help resources for Dynamics 365 Sales Professional
  • Sales Team Member app for users with Team Member license