Use these templates to make and track your sales. Start with our basic templates, and then update them as needed for your specific business. Say you're sending out a new marketing campaign and want to collect data about potential customers. Or you want to capture customer information at an event.

And when you’re ready to share your sales reports, you can send a secure link that gives stakeholders access to edit or simply review based on their permission level.

Backup, copy, move, or deploy an Access app by saving it as an app package. A package is a single .app file that you can use to create a copy of the app on an on-premises SharePoint site.

With Microsoft Edge, you can install and manage applications from your favorite web sites onto your devices for fast access. Use the edge://apps page to see your installed applications and manage app permissions.

Create workflows that automate repetitive sales analysis tasks across multiple apps and data sources without writing a single line of code. With PowerApps and Flow, you can access and use custom web and mobile apps with data from sources like SharePoint to simplify sales reporting.

Microsoft 365 web apps are great for working online and from anywhere, but you can also move seamlessly to the full-featured desktop apps--without leaving your document.

Use Microsoft Teams to set up a Sales Planning team environment and coordinate initiatives. Add a channel for each aspect of the work including the annual sales meeting, quarterly business reviews, monthly sales pipeline reviews, and your sales playbook.

Learn how you can add functionality to your SharePoint site by adding built-in apps, organization provided apps, or get third-party apps at the SharePoint Store.

Tip: Quick Notes are being replaced by Sticky Notes for Android phone. Sticky Notes are the best way to quicky capture notes and view and edit them across your favorite devices.

Learn about how to get around in Project Web App, including how to use the ribbon, how to switch between views, and where to do your work. This article is part of a series designed to help team members learn about using Project Web App.