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Microsoft/d365salesDynamics 365

Consultant-focused KB for Microsoft Dynamics 365 Sales: implementation notes, gotchas, and configuration decisions beyond the official docs — across pipeline management, opportunities, forecasting, sequences, sales accelerator, Copilot, integrations, administration, and licensing.

75 documents · 11 folders
01-pipeline-management
7 docs · last month
02-opportunities
7 docs · last month
03-leads-and-activities
6 docs · last month
04-forecasting
6 docs · last month
05-sequences-and-cadences
6 docs · last month
06-sales-accelerator
6 docs · last month
07-copilot-in-sales
10 docs · 3 days ago
08-integrations
7 docs · last month
09-administration
7 docs · last month
10-licensing
6 docs · last month
11-decision-guides
7 docs · last month
FEATURES.md
Updated 3 days ago
README.md

Dynamics 365 Sales

Consultant-focused KB for Microsoft Dynamics 365 Sales: implementation notes, gotchas, and configuration decisions beyond the official docs — across pipeline management, opportunities, forecasting, sequences, sales accelerator, Copilot, integrations, administration, and licensing.

What's in here

Folder Category Docs
01-pipeline-management Pipeline Management 7
02-opportunities Opportunities 7
03-leads-and-activities Leads & Activities 6
04-forecasting Forecasting 6
05-sequences-and-cadences Sequences & Cadences 6
06-sales-accelerator Sales Accelerator 6
07-copilot-in-sales Copilot in Sales 10
08-integrations Integrations 7
09-administration Administration 7
10-licensing Licensing 6
11-decision-guides Decision Guides 7

75 documents across 11 categories.