Deepen - Explore advanced functionality

For salespeople and sales team members

Deepen your knowledge of Dynamics 365 Sales and see how the app can integrate with other Microsoft applications.

Extend your Sales app by exploring advanced features

Dive into untapped areas of the Dynamics 365 Sales app:

• Manage quotes and orders

• Project revenue with sales forecasting

• Enforce best practices with playbooks

• Get started with in-app marketing

• Work with activities in the Kanban view

Note

• Explore the complete user guide for additional features in Dynamics 365 Sales.
• To further customize Dynamics 365, explore Microsoft AppSource.

Expand your knowledge of complementary Dynamics 365 products

Explore additional functionality available for Dynamics 365 Sales:

• Discover Dynamics 365 Sales Insights.

• Hear from your customers with Dynamics 365 Customer Voice (formerly Microsoft Forms Pro).

• Sell smarter with AI-driven insights.

• Learn how Power Apps makes it easy for everyone to build professional-grade, custom business apps.

• Streamline repetitive tasks and paperless processes with Power Automate.

• Discover how easy it is to create reports, collaborate on dashboards, and administrate business intelligence across your organization with Power BI.

Self-guided learning modules

Deepen your knowledge of Dynamics 365 Sales at your own pace using self-guided Learn modules:

• Create surveys with Dynamics 365 Customer Voice

• Go deeper with Dynamics 365 Sales

Note

To explore other roles and content, see Overview of adoption framework for Dynamics 365 Sales.