71 documents · 11 folders
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 | 6 |
08-integrations |
Integrations | 7 |
09-administration |
Administration | 7 |
10-licensing |
Licensing | 6 |
11-decision-guides |
Decision Guides | 7 |
71 documents across 11 categories.