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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.
In the site map, select Collaterals > Sales Literature.
Select New.
Fill in the information such as Title, Subject, and Type. Use the handy tooltips as a guide.
Select Save.
In the Sales Attachments section, select the More Commands button
, and then select New Sales Attachment.
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. More information: Add sales literature or a knowledge base article to a email
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.