![]() The Quick Create command makes it fast and easy to enter almost any type of information into the system. What’s a record type? Each record you add to the system belongs to a certain record type, such as an account, contact, lead, or opportunity. For example, each time you add a new account to the app, you’re creating a new record in the Sales app. What’s a record? In Dynamics 365 Sales, a record is a complete unit of information such as all the information about a single contact. Use the change area to switch between Sales and other settings.Īccess the command bar for quick actions.Įvery day, you’ll work with different customer records and record types as you move customers through your business processes, collecting the data you need to fill in the fields for their records-and ultimately to win their business. The following image shows the site map or menu of the Sales app that helps you navigate to the different areas of the app.Īccess the recent items you've worked on or the customers you've pinned.Īccess everything that you need to communicate with customers, manage your pipeline, and other sales-related records. For more information, refer to Grant or revoke access to the Sales Hub app. If you don't see the app, contact your administrator to grant you access. ![]() More information: Gain insights with dashboards in Dynamics 365 Sales.Īlternatively, visit the Apps page on, select Business Apps, and then select the Dynamics 365 app that you want. The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business. Here are some highlights of Dynamics 365 Sales: Ready to get started? Here are the feature highlights. No matter how you decide to get started, soon you’ll be up and running-working your deals and building profitable relationships along the way, as you turn yourĬustomers into lifelong fans of your products. The user guide and learning modules contain all the essentials you need to know to navigate the app,įind and enter customer data, glean actionable insights from interactive dashboards, and more. Start exploring, and play around with the sample data until you’re ready to work with your real customer data.ĭo a quick read that covers the basics. If you learn best through hands-on exploration, the app comes with sample data to help you see howĭata is presented and organized, and to give you something to experiment with as you get oriented. What’s the fastest way to get productive?ĭive in and try out the sample data. The app is designed to make getting up to speed simple and painless, whether you’re handling your day-to-day sales transactions or setting up the app for More information: Dynamics 365 Sales pricingĪny primary sales role, such as salesperson or sales manager ![]() License and role requirements Requirement typeĭynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional Learn how to access the Sales app, navigate the UI, and understand the data in the app, and some quick tips.
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