The first two chapters of this book focused on getting us on this journey by introducing us to the overall platform, looking at the deployment models and the various geolocations where the online service is offered, as well as getting us going with a trial environment. We also explored the platform's modularity and the benefits available as part of the restructuring process that took place with the move to Dynamics 365.
At this point, you should be familiar with creating a trial instance, and you should already have a new Sales instance created. We will be using this instance in this chapter to review the Sales application's functionality. If you do not have a trial instance, revise the steps to create one that were presented in Chapter 1, Getting Started with Dynamics 365.
In this chapter, we will look at the first and most widely used...