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Microsoft Dynamics 365 Sales:
Implement faster with self.serv sales

Shorten deployment time and enhance productivity

Configure Microsoft Dynamics 365 Sales with self.serv sales

self.serv sales is a wizard that has been developed by for the quick set up of Microsoft Dynamics 365 Sales. The tool is designed to shorten deployment times, improve the quality of implementation, and enhance productivity with templates that can be used to import your data and the required steps to configure the solution to your organization.

self.serv sales

Set up your organization with self.serv sales

You can set up a new organization in Dynamics 365 Sales with self.serv sales. The tool presents a user with a sequence of dialog boxes to assist with the basic setup of Microsoft Dynamics 365 Sales through a series of well-defined steps. These help you complete the setup of Microsoft Dynamics 365 Sales and make it ready for use.

Get self.serv sales for your organization

self.serv sales features

Business management set up

Set the fiscal year period and how it is displayed for your organization.

Accounts and Contacts set up

Store information about companies that you do business with and the people that you work with.

Products and Price Lists

Define your products and their price lists.

Sales Team Goals

Define the goals for your organization and team.