self.serv sales is a wizard that has been developed by sa.global 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.
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.
Set the fiscal year period and how it is displayed for your organization.
Store information about companies that you do business with and the people that you work with.
Define your products and their price lists.
Define the goals for your organization and team.
