Hi Sumaira,
This comes with the Dynamics 365 Customer Engagement Plan
you can find the licensing guide: dynamics.microsoft.com/.../
As your using the trial version of Dynamics 365 Customer Engagement Plan you are seeing this feature and applications for up to
25 users through Microsoft Online Services. At any time during your trial you can activate your subscription
and keep your data and customization. Get details at www.microsoft.com/.../home.
docs.microsoft.com/.../create-sales-literature
Sales literature in Dynamics 365 Sales stores sales-related information such as brochures or detailed specifications of products. Think of sales literature as a central repository for your organization’s sales information (in the form of sales attachments) that lets you share information with other users.
You can associate a sales literature to a competitor or a product.
Create a sales literature record
Make sure that you have one of the following security roles or equivalent permissions: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager.
Select the site map Site Map icon, and then select Sales Literature.
Select New.
Fill in the information such as Title, Subject, and Type. Use the handy tooltips as a guide.
Sales Literature form
In the Sales Attachments section, select the More Commands button More Command button, and then select Add New Sales Attachment.
Add New Sales Attachment option
In the New Sales Attachment form, enter a Title and Abstract for the attachment, and then select Choose File to select a file to be attached.
Select Save or Save & Close.
There are two ways to send the sales literature to other users:
Select the Send as Email option in the Sales Literature form.
Select the Add Sales Literature option in Dynamics 365 App for Outlook
Thank you for using the Microsoft Dynamics communities,
Raju
Dynamics 365 Support.
Share
Report
1,075
All responses (
Answers (
