Simplified first-run experience to get started with Sales Professional

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for Dynamics 365 for Sales. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

The Dynamics 365 for Sales Professional application now provides a simple setup and configuration experience to enable sales teams to be productive from day 1.

Business value

  • Quick and easy setup experience.

  • Access all relevant application settings from within the Sales Professional application.

Personas

  • Sales managers and administrators can quickly configure the Sales Professional application, integrate with Microsoft Office applications, and bring their data to get started.

  • Sales representatives can discover how the application can empower them to be productive from day 1.

Features

  • Role-based welcome screen.

  • Quick setup guide for administrators to configure the Sales Professional application and integrate with Office applications.

  • Access to all relevant application settings from within the Sales Professional application.

Note

This feature is available in Unified Interface only.

Resources

Overview of admin settings