Dynamics 365 Sales documentation

Guidance

• Implementation
• Business processes
• Security and compliance

Try/Buy/Install

• Try Dynamics 365 Sales
• Buy Dynamics 365 Sales
• Install Dynamics 365 Sales apps

Set up

• Create an environment
• Grant users access
• Set up sales basics
• Set up the mobile experience

Configure

• Configure sales accelerator
• Configure assistant
• Configure forecasts
• Enable relationship intelligence
• Configure conversation intelligence
• Configure predictive opportunity scoring
• Configure predictive lead scoring

Integrate

• Configure Teams chat
• Connect to Exchange Online
• Integrate with Sharepoint
• LinkedIn Sales Navigator integration
• Install LinkedIn Sales Insights

Copilot

• Enable and configure Copilot
• Copilot data movement across geographies
• Configure fields for Copilot responses
• Enable preview features in Copilot
• Enable Copilot email assist

Develop

• Developer Guide
• Sales table reference
• Sales insights table reference

Manage your sales cycle

• Understand the sales process
• Manage leads
• Manage opportunities
• Manage quote, order, and invoice

Copilot

• Ask questions of Copilot
• Get Copilot summaries for records
• Compose and send email messages using Copilot
• Get content recommendations and answers from SharePoint
• Responsible AI in Copilot FAQs

Use predictions and insights

• Prioritize leads through predictive scores
• Prioritize opportunities through predictive scores
• Improve customer relationship with relationship analytics
• Coach sellers with conversation intelligence

Forecast sales

• Define and track your sales goals
• Project accurate revenue with sales forecasting
• Predict future revenue outcomes using premium forecasting

Accelerate sales

• Prioritize sales pipeline with work lists
• Group records based on segments
• Create conditional workflows with sequences

Collaborate with customers

• Create and send email message
• Use Microsoft Teams chat
• Collaborate using SharePoint

Use dashboards and reports

• Track progress with dashboards and charts
• Analyze your sales data with Power BI
• View operational metrics and KPIs

Go mobile

• Install the mobile app
• Learn the basics
• Use the mobile app