Dynamics 365 Sales documentation

Welcome to the unified Dynamics 365 Sales documentation. This documentation includes content for all the capabilities available in the Sales Premium, Sales Enterprise, and Sales Professional licenses.

Get started

Overview

• Dynamics 365 Sales Overview
• Understand the sales process

Quickstart

• Sign up for a free trial
• Learn the basics
• Set up Sales premium features

Administer the system

How-To Guide

• Create users and assign security roles
• Set up a product catalog
• Define sales settings
• Configure forecasts in your organization
• Configure sales accelerator
• Set up sales territories

Increase sales

Concept

• Nurture sales from lead to cash

How-To Guide

• Create or edit leads
• Create or edit opportunities
• Track your progress with dashboards and charts

In-app marketing

How-To Guide

• Create a marketing list
• Create a quick campaign
• Add assets to a campaign
• Create or edit a campaign
• Add an activity to a campaign
• Track a marketing campaign response

Troubleshooting and FAQ

How-To Guide

• Troubleshooting guide for Dynamics 365 Sales
• FAQ for Sales Enterprise
• FAQ for Sales Premium

Develop

Concept

• Sales entities (lead, opportunity, competitor, quote, order, invoice)
• Enable sales order processing integration
• Marketing entities (campaign, list)
• Goal management entities
• Product catalog entities
• More help resources for developers...

Privacy laws and regulations

Concept

• Dynamics 365 Sales and privacy laws
• Sales Insights and and privacy laws

Microsoft Learn resources

Overview

• Working with Dynamics 365 Sales
• Introduction to configuration in Dynamics 365 model-driven apps
• Implement goal management in Dynamics 365 Sales and Customer Service

Dynamics 365 Sales mobile app

How-To Guide

• Overview of the mobile app
• Prerequisites for the mobile app
• Install the app on iOS and Android
• Use the mobile app
• Learn the basics

Resources for other Sales apps

Overview

• Sales Team Member app for users with Team Member license

Microsoft Teams integration

How-To Guide

• Configure Teams chat
• Enable Teams meeting integration
• Work with Dynamics 365 records within Teams
• Make and receive call using Teams
• Link Dynamics 365 records to Teams channels