Introduction
Within this module, we look at some of the settings and configuration options you have with Dynamics 365 Sales Professional.
The setup process is simple and straightforward. There are standard settings such as connecting with SharePoint, importing data, managing users, and setting up email. Then there are advanced settings such as branding and theming, team management, Excel and Word templates, quote to invoice, and exporting data.
Let's get started in the next unit beginning with connecting to SharePoint.