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