The Dynamics 365 Sales application is a modular app built to provide capabilities tailored for sales professionals and sales managers. As an administrator or customizer, you can easily customize the tables, dashboards, forms, views, charts, and business processes included in the Sales application using the app designer, without having to write any code.
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
You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
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.
Generate leads, create opportunities, realize easy setup and integration, and streamline your sales processes with Microsoft Dynamics 365 Sales Professional.
Demonstrate customization of Dynamics 365 Sales to provide clients with tools to manage customer information, gather insights, and automate best practices.