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Help resources for administrator and sales manager

Navigate to the administration and configuration documentation based on what you want to do.

User and team management

How-To Guide

  • Create users and assign security roles
  • Create a team template to control access rights for automatically created teams
  • Security roles and privileges
  • Create or edit business units

Sales & product catalog setup

How-To Guide

  • Set up sales territories to organize business markets by geographical area
  • Set up a product catalog
  • Set up discount lists
  • Create a unit group and add units
  • Set up a product families
  • Define product pricing with price lists
  • Sales settings

Goal management

How-To Guide

  • Goals settings
  • Create or edit goals
  • Define goal rollup queries
  • Define a goal metric

Troubleshooting

How-To Guide

  • Dynamics 365 Sales troubleshooting guide

Upgrade/downgrade

How-To Guide

  • Upgrade from Dynamics 365 Sales Professional to Dynamics 365 Sales Enterprise
  • Move from Dynamics 365 Sales Enterprise edition to Dynamics 365 Sales Professional

Sales Premium

Concept

  • About premium forecasting
  • First-run setup experience for conversation intelligence

How-To Guide

  • Configure the sales accelerator
  • Configure the assistant
  • Configure predictive lead scoring
  • Configure predictive opportunity scoring
  • Configure relationship analytics and health

Dynamics 365 Sales mobile app

How-To Guide

  • Prerequisites for the mobile app
  • Modify quick view forms
  • Create custom push notifications
  • Previous Versions
  • Blog
  • Contribute
  • Privacy
  • Terms of Use
  • Trademarks
  • © Microsoft 2023
  • Previous Versions
  • Blog
  • Contribute
  • Privacy
  • Terms of Use
  • Trademarks
  • © Microsoft 2023