Dynamics 365 Sales documentation

Get started

Overview

• Dynamics 365 Sales Overview
• Understand the sales process

Quickstart

• Sign up for a free trial
• Set up Dynamics 365 Sales
• Learn the basics
• Set up Sales premium features

Administer the system

How-To Guide

• Create users and assign security roles
• Set up a product catalog
• Define sales settings
• Configure forecasts in your organization
• Configure sales accelerator
• Set up sales territories

Increase sales

Concept

• Nurture sales from lead to cash

How-To Guide

• Create or edit leads
• Create or edit opportunities
• Track your progress with dashboards and charts

In-app marketing

How-To Guide

• 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

How-To Guide

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

Develop

Concept

• 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

Concept

• Dynamics 365 Sales and GDPR
• Sales Insights add-in for Dynamics 365 and GDPR

Microsoft Learn resources

Overview

• 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

How-To Guide

• 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

Overview

• Sales Team Member app for users with Team Member license