Learn Dynamics 365 Sales

• Learn the basics
• Understand the sales process
• Import data
• Export data to Excel
• Search for your data
• Assign or share records
• Print quote, invoice, or other records
• Export sales records to PDF
• View and manage records in focused view
• Set focused view as the default view
• Work with views

System requirements for Sales Hub and Sales Professional apps

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Exploring the features and benefits of Microsoft Dynamics 365 Sales. Understand how it can add value to your business with powerful, informative dashboards and sales metrics, collaboration tools, integration with Linkedin and organising your workflow.

In this video, learn about the integration between LinkedIn Sales Navigator and Dynamics 365 Sales. This session will cover what's available through this integration, configuration of the integration, data synchronization and write-back from Sales Navigator to Dynamics 365.

The new forecast capabilities for Microsoft Dynamics 365 Sales can improve sales forecasting accuracy. Organisations are able to model their sales process in an intuitive experience, allowing them to identify the performance metrics that matter most and visualize them across reporting and territory hierarchies.

Sellers and managers will be able to effectively keep track of their progress, easily manage their pipeline to update their numbers, and make adjustments as needed. Using AI-driven models, organisations will also be able to take the guess work out of forecasting and help sellers and managers with their projections.

Dashboards in Dynamics 365 Sales provide an overview of actionable business data that's viewable across the organization. Use dashboards to see important data at a glance. Dashboards use views, lists, and charts to bring data that's meaningful to you to one place. Learn more.

To keep track of all your customer data in one place, you may want to import contacts, leads, or other record types into Dynamics 365 from other sources, such as from an email program, a spreadsheet, or your phone. You can also export data to your devices and viewed using software such as Excel or Power BI. Learn more

Do you need to update a set of records to a new State? Change the billing information for a set of records? Update Contact Preferences for a group of Contacts? Update the status on a group of Opportunities? Save clicks and entry time by using Bulk Edit. Bulk Edit is a tool to help you edit several records at once instead of having to spend the time and energy changing each record individually.