Resources for administrator and sales manager

User and team management

How-To Guide

• 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

Autonomous AI agents

How-To Guide

• Set up and configure the Sales Qualification Agent
• Configure the Opportunity Research Agent
• Copilot Studio agents and Entra app registrations for sales agents

Sales & product catalog setup

How-To Guide

• Set up sales territories to organize business markets by geographical area
• Set up a product catalog
• Set up discount lists
• Create a unit group and add units
• Set up a product families
• Define product pricing with price lists
• Sales settings

Copilot

Concept

• Copilot overview

How-To Guide

• Enable and configure Copilot
• Enable Copilot email assist
• Copilot data movement across geographies

Premium features

Concept

• About premium forecasting
• First-run setup experience for conversation intelligence

How-To Guide

• Configure the sales accelerator
• Configure the assistant
• Configure predictive lead scoring
• Configure predictive opportunity scoring
• Configure relationship analytics and health

Upgrade/downgrade

How-To Guide

• Upgrade from Dynamics 365 Sales Professional to Dynamics 365 Sales Enterprise
• Move from Dynamics 365 Sales Enterprise edition to Dynamics 365 Sales Professional

LinkedIn integration

How-To Guide

• Install and enable LinkedIn Sales Navigator
• Uninstall LinkedIn Sales Navigator
• Install LinkedIn Sales Insights

Hierarchy visualizations

How-To Guide

• Design and publish hierarchies
• Manage hierarchies

Goal management

How-To Guide

• Goals settings
• Create or edit goals
• Define goal rollup queries
• Define a goal metric

Troubleshooting

How-To Guide

• Dynamics 365 Sales troubleshooting guide

Security

Overview

• Enhance security by encrypting your data
• Support for customer lockbox
• Support for customer-managed key

How-To Guide

• Manage encryption key

Dynamics 365 Sales mobile app

How-To Guide

• Prerequisites for the mobile app
• Modify quick view forms
• Create custom push notifications