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Set up Dynamics 365 Sales

Find resources to set up Dynamics 365 Sales for first use.

Set up sales basics

How-To Guide

  • Create business units
  • Add sales teams
  • Set up sales territories
  • Define fiscal year settings
  • Define currency settings
  • Define product catalog

Add Sample data

How-To Guide

  • Add or remove sample data in Sales Hub
  • Add or remove sample data in Sales accelerator
  • Add or remove sample data in Sales Professional

Customize your app

How-To Guide

  • Set up branding and theming
  • Customize the app
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