An introduction to Sales Hub

Navigating Sales Hub

The Waffle

When you are signed in to Microsoft Office 365, you will have access to the waffle. The waffle icon is the first icon on the menu bar.

The waffle gives you a direct route to any of the applications available to you in your Office 365 instance.

Application Selector

The application selector is the first available menu on the menu bar and is indicated as Dynamics 365. It provides you with a list of Dynamics 365 applications available to your user profile, such as Field Services, Resource Hub and more.

By selecting Home from the application selector, you will be taken to your selector page where you have a single view of all the applications available to you.

The application that you are currently working on is indicated next to the application selector. In this instance, we are in Sales Hub. You will notice a breadcrumb-like experience that keeps track of the records that you have drilled into.

Other Menu Bar Options

To the right of the menu bar, you will find icons for additional options such as:

• Relevant search
• Advance find
• Create new records
• Personal settings

Work Areas

To navigate within your application, you can select the hamburger-looking icon underneath the waffle. You will notice this menu is split up into different work areas:

• My Work
• Customers
• Sales
• Collateral
• Performance
• Service

The categories in your work areas will have additional items nestled underneath the category if you have recently viewed related items.

Grid View

By selecting a category in your work area, a grid view will open up with records related to the specific category. Within the grid view, you notice a view selector. Here you will find system views and personal views.

You also have various options within your grid view, such as viewing charts, creating new records and more.

You can open a record by double-clicking on the record. You can also perform additional actions when you select the record. These include follow and unfollow the record, add the record to marketing lists, merging the record with other records and more.

Records

Records with Sales Hub has a lot of CRM-like information. This includes demographical and basic information, timelines, a collection of activities associated with the record and more.

Forms

Forms consist of various sections. you can access subgrids, additional products, actionable items, business process flows and more from your forms. You may have access to one or many forms, depending on your level of access.

Business Process Flows

Your business process flows, situated on the forms associated with your records, allows you to move your record through the sales process. You can manually move your records through the process or add automation to your process flow using workflows that are triggered by changes in your records.

You also have the option to add restrictions in your process flows. For example, you can restrict how quickly your users can proceed through the process flow and based on tasks that need to be completed at each stage.

The next step gives you an understanding of the concepts and features of Dynamics 365 for Sales.