Overview of admin settings
Admin settings provide an organized and unified experience for administrators to easily configure the sales app from a single place.
License and role requirements
|Requirement type||You must have|
|License||Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
|Security roles||System Administrator
More information: Predefined security roles for Sales
Access admin settings
System administrators in Dynamics 365 Sales are the users who have the System Administrator role or equivalent permissions assigned. Dynamics 365 Sales offers an organized and unified experience to administrators so that they can quickly and easily configure their sales app from a single place.
Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:
Sales app settings
The Sales app settings include settings for core sales areas such as lead, opportunity, and product management, productivity tools, Teams and LinkedIn integration, goals and forecasts, and so on.
To open the app settings, select Change area at the bottom of the site map, and then select App Settings.
The settings for different product areas are categorized as such.
These settings are also available in the legacy web client but have been consolidated in one place in the Sales Hub app for ease of use.
By default, this new unified settings experience is available only in the Sales Hub app. To learn how to enable this experience in custom applications, see Leverage the unified settings experience in a custom sales application in the Simplified system configuration in Dynamics 365 Sales blog.
Sales Insights settings
The Sales Insights settings include settings for standard and premium sales insights features such as, sales accelerator, email engagement, relationship intelligence, predictive scoring, sales accelerator, and so on.
To open the Sales Insights settings, select Change area at the bottom of the site map, and then select Sales Insights Settings. More information: Install and administer Sales Insights features
To configure and use the premium sales insights features, you must have a Dynamics 365 Sales Premium license. For more information, see Dynamics 365 Sales pricing.
Can't find the options in your app?
There are three possibilities:
- You don't have the necessary license or role.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.
Define lead qualification experience
Enable customization of the Opportunity Close form
Set up enhanced email
Enable or disable saving of business card image
Enable or disable PDF generation from sales records