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Set up sales basics

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As part of your initial set up, configure the basic resources and customize the app for needs specific to your organization.

Configure the basics

Before your sales organization can use Dynamics 365 Sales, you need to set up certain basic resources. For example, the currencies you use for transactions, territories you cover, your fiscal periods, and your product catalog.

Use the references in the following table to set up the basics for your sales organization.

What to set up Learn more
Create business units to group your departments logically. Create business units
Create your sales teams Create or manage teams
Set up sales territories to organize business markets by geographical area Set up sales territories
Set your fiscal period and how it should appear Work with fiscal year settings
Transact in multiple currencies Manage transactions with multiple currencies
Define your product catalog with pricing and discounts Set up a product catalog

Customize the app

After you've configured the basic resources, you can customize your set up for your organizational requirements such as branding and theming on the sales app, business process flows, forms, views, and so on.

Use the references in the following table to set up the basics for your sales organization.

What to customize Learn more
Create a custom look and feel for your app Set up branding and theming
Customize the tables, dashboards, business processes, and so on Customize the Sales app
Customize forms to meet the specific needs of your organization. Customize forms
Customize view to meet the specific needs of your organization. Customize views