Administer and configure Dynamics 365 Sales Professional

Business User
Functional Consultant
Dynamics 365

Connect with SharePoint, import data, manage users, and work with other activities in Dynamics 365 Sales Professional.

Learning objectives

In this module, you will:

  • Connect to SharePoint
  • Look at importing data and installing sample data
  • Manage users
  • Setup email
  • Work with Word and Excel templates
  • Customize forms and views
  • See how business process flows enhance productivity


Basic knowledge of sales processes and navigation capabilities in Dynamics 365 Sales