Getting Started with Dynamics 365 Sales: Step-by-Step Guide

Getting started with Dynamics 365 Sales doesn’t have to feel overwhelming. This step-by-step guide will walk you through everything you need to know—from your first login to adding leads, exploring dashboards, and using Copilot to work smarter. Follow along to build confidence with the essentials, and discover how quickly Dynamics 365 Sales can help you organize your pipeline and close deals more efficiently.

Getting Started with Dynamics 365 Sales Step by Step

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)
• If your license is Sales Enterprise or Sales Professional, select Sales Hub.

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.

Want to dive deeper? Check out our blog on managing leads and opportunities in Dynamics 365 Sales

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. The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business.

Pro tip: To Learn how to access the Sales app, navigate the UI, and understand the data in the app, and some quick tips, visit the Microsoft Learn document Learn the basics of Dynamics 365 Sales.

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

Beginner Tips for Success with Dynamics 365 Sales

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

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!

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.

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 where have a number of videos on Dynamics 365 Sales.