Getting Started With Dynamics 365 Sales

Whether you’re new to Dynamics 365 Sales or just want to learn more, our quick, jargon-free Dynamics 365 Sales guide covers the essentials of Microsoft’s powerful business platform. From setting up your workspace to exploring key features, this guide helps you streamline your sales process and close deals more efficiently. 

In addition, you may also want to check out our Ultimate Dynamics 365 Guide for a broader look at the entire Dynamics 365 platform.

Why Salespeople Love Dynamics 365 Sales

Ready to streamline your day and close more deals? Contact enCloud9 to see how we can help.

To begin with, sales reps thrive when they can spend more time selling and less time on busywork. As a result, Dynamics 365 Sales equips them with tools that simplify daily tasks, uncover opportunities, and help them stay focused on closing deals.

With that in mind, here’s how Dynamics 365 Sales empowers reps to perform at their best:

• Stay organized with a single view of all your leads, contacts, and opportunities. Read our recent blog article on the three ways to view opportunities.

• Save time with AI-generated emails, meeting prep, and record summaries using Copilot. Read more about Copilot and AI innovation.

• Work from anywhere with a mobile app that lets you log activity and check data on the go

• Win more deals by following guided sales processes and leveraging past interactions

• Focus on the right leads using AI-powered scoring and Sales Accelerator queues

Real-life example: For example, a SaaS sales rep at a mid-sized software company used Copilot to draft personalized follow-up emails after every product demo. This cut down email prep time by 70 percent and helped boost response rates by 25 percent. Additionally, he used Sales Accelerator to identify the best leads to follow up with each day, improving conversion rates month over month.

Why Sales Managers Rely on Dynamics 365 Sales

Need better visibility into your pipeline? Let enCloud9 show you how to set up real-time dashboards that drive smarter decisions.

Sales leaders need accurate data and tools that empower their team to make better decisions and coach more effectively. Fortunately, Dynamics 365 Sales delivers on both fronts:

• Real-time dashboards and Power BI reports to track KPIs and pipeline health. Visit our blog for more information on creating Power BI dashboards or using Sales Usage reports.

• Forecasting tools that help predict revenue and identify risks. Weve written a 2-part series on Sales Forecasting. 

  • Eliminate the Guesswork with Sales Forecasting: Part 1

  • Eliminate the Guesswork with Sales Forecasting: Part 2

• Sales sequences and coaching tips to help reps improve performance. Learn more about creating and managing sequences in Dynamics 365 Sales Insights.

• Embedded Teams chat and Outlook integration for streamlined communication. See how beneficial the Dynamics 365 and Microsoft integration is.

• Custom automations that reduce admin time and improve consistency

Real-life example: A regional sales manager at a logistics firm used Power BI dashboards from Dynamics 365 to monitor team performance in real time. By identifying stalled deals early and redirecting resources to high-value opportunities, her team exceeded quarterly goals by 15 percent. She also used sales sequences to streamline onboarding for new reps, reducing ramp-up time by two weeks.

Key Benefits of Dynamics 365 Sales

Curious how Dynamics 365 Sales can streamline your entire sales process? These standout features can make a measurable difference right away.

✅ Copilot AI Assistance – Summarize records, generate follow-ups, prep for meetings, and answer natural-language questions like “What deals are at risk this month”

✅ Microsoft 365 Integration – Seamless connection with Outlook, Teams, Excel, and OneNote means less switching and more doing

✅ Mobile Access – Log calls, view accounts, and update records from anywhere

✅ Sales Accelerator – Prioritized daily work queue and automation sequences

✅ Built-in Collaboration – Work together on deals without leaving Dynamics using Teams chat and shared notes

✅ Customizable Workflows – Automate repetitive steps using Power Automate and build tailored apps with Power Apps

 Getting Started with Dynamics 365 Sales Step by Step

Want hands-on help getting set up? Our team at enCloud9 is just a message away.

If you’re brand new to Dynamics 365 Sales, you’re not alone—and there’s no need to feel intimidated. Our Dynamics 365 Sales guide breaks things down into simple actions to help you get confident from your very first login.

 Step 1 Sign in to the system

First, go to office.com and log in with your Microsoft credentials. Once signed in:

• Click on the app launcher (the nine-dot grid in the top left corner)

• Select Sales Hub if you’re using Sales Enterprise or Sales Professional if that’s your license

🔐 Note: If you don’t see either option, your administrator may need to assign access to your user role.

Step 2 Learn the layout

Then, you’ll see the Site Map on the left-hand side. This is your menu—it lets you access things like:

• Leads

• Contacts

• Opportunities

• Dashboards

At the top of the screen is the Command Bar, which helps you create new records or run actions. In the middle, you’ll see Views like lists of leads or Forms like the detailed page of a contact.

 Step 3 Add your first lead

Now you are ready to add your first lead. Want to try it out?

• Click the + New button

• Choose Lead

• Fill in the contact name, email, and company

• Click Save

And just like that—you’ve created your first sales record.

Step 4 Use Copilot to help you

Next, click the Copilot icon in the top right. Try typing something like:

• “Summarize this lead”

• “Draft a follow-up email”

• “What’s my next best action”

Let Copilot handle the routine tasks so you can stay focused on what you do best—selling.

Step 5 Explore your dashboards

Lastly, click Dashboards in the left menu to see visual reports on your pipeline, goals, and recent activity. Sales managers love this area—it shows trends and gaps at a glance.

🎯 Pro tip: Want to learn faster Visit Microsoft Learn’s Dynamics 365 Sales Training for hands-on tutorials.

Beginner Tips for Success with Dynamics 365 Sales

Start strong—reach out to enCloud9 for expert setup and personalized training. We’ve implemented Dynamics 365 Sales for many companies, and we can help you get started too. Contact us today!

Even though starting with a new system can feel overwhelming, a few simple tips can help you ramp up quickly and avoid frustration:

• ✅ Start with the basics – Don’t worry about learning everything at once. Begin with leads, contacts, and opportunities

• ✅ Pin your favorites – Use the pin icon to keep frequently visited pages like your dashboard or lead list at the top of your menu

• ✅ Use Copilot early and often – Let AI guide your emails, summaries, and meeting prep—even if it’s just to experiment

• ✅ Explore dashboards – They’re your best friend when it comes to seeing your pipeline and setting priorities

• ✅ Ask questions – Use Copilot’s chat to ask things like “What’s my most active deal this week” It’s easier than you think

• ✅ Check the timeline – Inside every record, the timeline shows emails, notes, and calls so you can always stay in the loop

By starting with small, manageable steps, you’ll gain confidence and quickly realize just how much easier—and more productive—your sales process can become.

Partner with enCloud9 to Get the Most from Dynamics 365 Sales

At enCloud9, we specialize in helping sales teams and organizations succeed with Dynamics 365 Sales. Whether you’re just getting started or want to take your CRM to the next level, we offer the support and guidance you need. Contact us today!

Why work with us

• Expertise in sales process optimization and CRM configuration

•  Personalized setup, integrations, and custom automations

•  Ongoing training and user adoption support

•  Responsive support and CRM maintenance

We help you unlock the full value of Dynamics 365 Sales—saving your team time and giving managers the visibility they need.

📩 Let’s talk Contact us today to schedule a free consultation and see how enCloud9 can support your success.

A Better Way to Sell

Dynamics 365 Sales is more than just a CRM—it’s a digital selling solution built for the modern sales team. Whether you’re managing a fast-moving pipeline or leading a team across regions, it gives you the clarity and control you need to close more business.

Want to explore what’s possible Contact enCloud9 and let us help you build a smarter sales process today.

Weve written extensively on Dynamics 365 Sales. Visit our blog to learn more. In addition to our blog, you can also visit our YouTube channel for more Dynamics 365 insights.