The process to access the Dynamics 365 sales starts from accessing Microsoft 365. From the Microsoft 365 app launcher, select the Dynamics 365 app icon.
Once the Dynamics 365 app is clicked, it will give the option to choose an app for which license has already been purchased. If you have a license for Sales Enterprise, then you should choose Sales Hub. If you have a license for Sales Professional, then you should choose Sales Professional.
Once the Sales app is accessed, the user can explore it using the site map. It gives easier access to items that customers have pinned or the recent items that have been opened by the user. Other sales-related documents and records are also easily available on the app menu. The command bar of the app is also user-friendly; thus, it makes it easy for a user to explore the Dynamic 365 Sales app.
The app also allows for regularly updated records that have data collection of all new and old customers and their subsequent preferences. The “Quick Create” option on the app enables quicker creation of records and its updates. This option is available on the navigation bar for easy accessibility. Moreover, business processes can also be carried out smoothly on Dynamics 365 Sales app.