Dynamics 365 Sales documentation

Discover how to make the most of Dynamics 365 Sales with online training courses, docs, and videos covering product capabilities and how-to articles. Learn how to use Dynamics 365 Sales to build strong relationships with your customers, take actions based on insights, and close deals faster.

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Welcome to Dynamics 365 Sales

What's new

What's new

Training

Training

Concept

Troubleshoot

Implement

Guidance

• Implementation
• Business processes
• Security and compliance

Try/Buy/Install

• Try Dynamics 365 Sales
• Buy Dynamics 365 Sales
• Install Dynamics 365 Sales apps

Set up

• Create an environment
• Grant users access
• Set up sales basics
• Set up the mobile experience

Administer and develop

Configure

• Configure sales accelerator
• Configure assistant
• Configure forecasts
• Enable relationship intelligence
• Configure conversation intelligence

Integrate

• Configure Teams chat
• Connect to Exchange Online
• Integrate with Sharepoint
• LinkedIn Sales Navigator integration
• Install LinkedIn Sales Insights

Copilot

• Enable and configure Copilot
• Copilot data movement across geographies

Develop

• Developer Guide
• Sales table reference
• Sales insights table reference

Use

Manage your sales cycle

• Understand the sales process
• Manage leads
• Manage opportunities
• Manage quote, order, and invoice

Copilot

• Use Copilot
• Compose and send email messages using Copilot
• View and copy email summary

Use predictions and insights

• Prioritize leads through predictive scores
• Prioritize opportunities through predictive scores
• Improve customer relationship with relationship analytics
• Coach sellers with conversation intelligence

Forecast sales

• Define and track your sales goals
• Project accurate revenue with sales forecasting
• Predict future revenue outcomes using premium forecasting

Accelerate sales

• Prioritize sales pipeline with work lists
• Group records based on segments
• Create conditional workflows with sequences

Collaborate with customers

• Create and send email message
• Use Microsoft Teams chat
• Collaborate using SharePoint

Use dashboards and reports

• Track progress with dashboards and charts
• Analyze your sales data with Power BI
• View operational metrics and KPIs

Go mobile

• Install the mobile app
• Learn the basics
• Use the mobile app

Related products

Microsoft 365 Copilot for Sales

Use Microsoft 365 applications to automatically capture, access, and register data into any CRM system.

Customer Insights

Connect data from various transactional, behavioral, and observational sources to create a 360-degree customer view.

Dynamics 365 Customer Insights - Journeys

Orchestrate personalized journeys across all touchpoints to strengthen customer relationships and earn their loyalty.

Power Platform

Build custom apps using Power Apps, automate workflows to improve business productivity using Power Automate, and analyze data for insights using Power BI,