Help resources for seller in Dynamics 365 Sales

Contains topics that describe how to do common sales tasks in Dynamics 365 Sales.

Basics

Quickstart

• Overview of Sales and Sales Hub
• Learn the basics
• Gain insights with dashboards
• Assign or share records
• Track and manage activities
• Work with business processes
• Set personal options

Keep track of your customers

How-To Guide

• Work with accounts and contacts
• Deactivate or activate an account or contact
• Add an appointment, email, phone call, note, or task activity to the timeline
• Send email using the enhanced email experience
• Organize contacts in live org charts for accounts

Increase sales

How-To Guide

• Understand the sales process
• Create or edit leads
• Qualify or convert leads
• Reopen leads
• Create or edit opportunities
• Close opportunities as won or lost

Create and work with collateral

How-To Guide

• Create or edit quotes
• Create or edit orders
• Create or edit invoices

Create a marketing campaign

How-To Guide

• Create a marketing list using in-app marketing
• 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

Manage data

How-To Guide

• Import data
• Export data to Excel
• Merge duplicate records
• Search options in Microsoft Dataverse

Reports and printing

Overview

• Work with reports
• Print quote, invoice, or other records

Get better sales intelligence

Concept

• Boost sales with Versium Predict
• Get sales Insights, powered by InsideView

Dynamics 365 Sales mobile app

How-To Guide

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

Sales Premium

Concept

• What is the Sales accelerator?
• Use the assistant to guide customer communications
• Prioritize leads through scores
• Prioritize opportunities through scores
• Overview of Conversation Intelligence

Concept

• Project accurate revenue with sales forecasting
• View customer activity history

Work with Outlook

How-To Guide

• Dynamics 365 App for Outlook User Guide