Administer and configure Dynamics 365 Sales Professional

Beginner
Administrator
Business User
Functional Consultant
Dynamics 365
Sales

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, seeĀ Dynamics 365 Licensing Update.

Connect with SharePoint, import data, manage users, and work with other activities in Dynamics 365 Sales Professional.

In this module, you will:

  • Connect to SharePoint
  • Look at importing data and installing sample data
  • Manage users
  • Setup email
  • Work with Word and Excel templates
  • Customize forms and views
  • See how business process flows enhance productivity

Prerequisites

none