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