Enhance Dynamics 365 Sales with tools and apps

2 hr 14 min
Learning Path
2 Modules

At a glance

Level

Intermediate
Product

Dynamics 365 Sales
Role

Functional Consultant Business User
Subject

Marketing and sales

Tools like Microsoft 365 apps and the Dynamics 365 Sales mobile app empower your salespeople to use Dynamics 365 Sales to its fullest potential. This learning path covers the additional tools and applications that allow your sales team to create cohesive customer experiences, even on the go.

Prerequisites

A basic understanding of how to navigate the Dynamics 365 application.

Start

Modules in this learning path

Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

1 hr 14 min
Module
10 Units

Microsoft 365 services, such as SharePoint and Microsoft Exchange, can help fill areas where model-driven apps don't have the tools necessary to help meet your specific needs.

Start

Introduction 4 min
Set up mailboxes 15 min
Server-side sync 10 min
Document management options 5 min
Document management 15 min
Deploy the app for Outlook 5 min
Set up Dynamics 365 App for Outlook 5 min
Integrate with Microsoft Teams 6 min
Check your knowledge 6 min
Summary 3 min

Get started with the Dynamics 365 Sales mobile app

1 hr
Module
8 Units

The Dynamics 365 Sales mobile app helps sellers build better relationships with their customers and be more productive.