Prepare - Customize Dynamics 365 for your organization

For developers

Discover resources to help your organization adopt Dynamics 365 Sales.

Modify Dynamics 365 Sales

Configure the Sales app to fit your organization’s needs:

• Competitor entity

• Lead entity

• Opportunity entity

• Quote, order, and invoice entities

Note

• Explore the complete developer guide for Dynamics 365 Sales.
• View the administrator guide for additional information.

Customize the Sales app using Microsoft Power Platform

See guidance on how to use Microsoft Power Platform:

• Power Apps: Learn how to quickly build low-code apps that modernize processes and solve tough business challenges in your organization using Power Apps.

• Power Automate: Power Automate is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more.

• Power BI: Power BI amplifies your insights and the value of your data.

• Power Virtual Agents: Build chatbots easily with Power Virtual Agents.

Note

View a comprehensive guide of the Microsoft Power Platform documentation.

Self-guided learning modules

Onboard to Dynamics 365 Sales at your own pace using self-guided Learn modules:

• Introduction to developing with Microsoft Power Platform

Note

• For additional help and support, visit Microsoft Support and Microsoft Community.
• To explore other roles and content, see Overview of adoption framework for Dynamics 365 Sales.