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Dynamics 365 Customer Engagement (CRM) · Apr 2, 2017 · 1 MIN READ

Dynamics 365 Sales Literature

Sales Literature is an area in Dynamics 365 where you can save your brochures, manuals, price sheets etc.

To access Sales Literature, go to Sales->Sales Literature:

This will display all sales literature:

Click New to create a new record:

Note the options for the subject, and the Type:

Save the record. Click to add Sales Attachments:

Here you can add documents:

Complete the record by adding products and competitors:

 

Carl de Souza
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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

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Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.