Prepare - Ready your organization

For business adoption and sales managers

Discover resources to help your organization adopt Dynamics 365 Sales.

Build a successful adoption plan

Use these adoption resources to guide you on your digital transformation journey:

• Adoption guide

• Adoption checklist

• Adoption planning workbook

• Champions guide

• Team members guide

Note

• View the complete adoption guide for additional information.
• Understand why change management is critical to the success of your Dynamics 365 digital transformation.

Set up Dynamics 365 Sales

Effectively implement Dynamics 365 Sales to set your organization up for success:

• Set up Dynamics 365 App for Outlook

• Create users and assign security roles

• Create a team template to control access rights for automatically created teams

• Security roles and privileges

• Create or edit business units

• Set up sales territories to organize business markets

Note

Explore the complete sales manager guide for Dynamics 365 Sales.

Customize Dynamics 365 for your organization

See what Microsoft Power Platform can do for your organization:

• Empower everyone to build apps

• Automate manual processes to improve efficiency

• Visualize and share data in the office or on the go

Self-guided learning modules

Onboard to Dynamics 365 Sales at your own pace using self-guided Learn modules:

• Dynamics 365 Sales

• Working with Dynamics 365 Sales

Note

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