Work with Dynamics 365 Sales
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Generate leads, create opportunities, and utilize embedded intelligence with Microsoft Dynamics 365 Sales. This learning path covers the key elements of the Sales app.
Prerequisites
A basic understanding of how to navigate the Dynamics 365 application. Familiarity with creating and managing lead and opportunities, as well as the Dynamics 365 product catalog is also helpful.
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Modules in this learning path
Dynamics 365 customer engagement apps give your organization the tools to deliver standout customer experiences—from first contact to long-term loyalty. In this module, explore how Sales, Customer Service, Contact Center, Customer Insights, and Field Service work together on a shared platform, and how AI features like Copilot and AI agents help your teams act on insights, automate routine work, and focus on what matters most.
Explore how Dynamics 365 Sales uses AI agents, Copilot, and automation to help your sales team work smarter and close more deals.
Dynamics 365 Sales combines CRM with AI to help salespeople build stronger relationships, prioritize the right opportunities, and close deals faster. This module walks you through configuring the application—from licensing and security roles to Copilot, intelligence features, and AI agents.
Configure lead management in Dynamics 365 Sales to capture, nurture, and prioritize leads. Explore lead creation methods including integration with Customer Insights, configure predictive lead scoring, and use Copilot to surface insights that help sellers focus on the right leads.
Configure and manage opportunities in Dynamics 365 Sales from creation through closure. Add products and pricing to opportunities, use Copilot for insights and meeting preparation, process quotes and orders, and customize opportunity forms.
Learn how to set up and manage the product catalog in Dynamics 365 Sales to support consistent pricing and efficient selling across your organization.
You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up other processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.
Do you need to anticipate future demand, identify problems and opportunities, and improve overall growth performance? Configure forecasts in Dynamics 365 Sales to meet customer needs, minimize waste, reduce costs, and improve performance.
Selling today is about building long-standing relationships with customers. Customers should see you as a trusted advisor to whom they can turn when they need guidance. Building relationships is about knowing who your customers are, what they need, and when to engage with them. Microsoft Social Engagement and LinkedIn Sales Navigator are examples of applications that you can integrate with Dynamics 365 to build these relationships. Additionally, knowing which sales play to execute based on specific situations and understanding the overall health of a customer's relationship with your organization can help to increase your volume and quantity of sales.
Microsoft Dynamics 365 has multiple analytical options to help organizations drive business decisions that are based on past sales numbers and trends. For example, organizations can define custom views that show specific types of data, use charts to drill into more details about different sales-related records, or even analyze data by using external tools like Microsoft Excel and Microsoft Power BI.