Microsoft Dynamics® CRM Training
Your Successful Microsoft Dynamics 365 for Enterprise Trial
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The first step in a successful Deployment of Microsoft Dynamics 365 is a trial. There are many reasons why a trial is a good idea, but perhaps the most important is that you will gather detailed information about what it is going to take to configure and/or customize the solution to make it work for your business. This video will walk you through signing up for a free trial of Microsoft Dynamics 365 for Enterprise, will show you how to add users and assign them roles, will go over subscriptions, licenses, and Admin Centers, and will also show you how to access your Dynamics 365 instance within the trial. First, use this link (goo.gl/VCS65c) to sign up for the Microsoft Dynamics 365 for Enterprise free trial. The first screen you'll see is this. Enter the requested information, then click Next. On the page that appears, complete the fields as appropriate to create a user ID and password, then click Create my account. You'll need to complete text message or phone call verification next, so, for example, to verify via text message, select the Text me radio button, then enter your phone number and click Text me. You'll receive a text message shortly that contains a verification code; enter that code and click Next. Make note of the user ID you just created. In the future, you'll log in using that information at https://)portal.office.com. Click Set up. On the page that appears, first choose the correct language for your trial to be from the dropdown list, if it isn't already selected, then check the box for the appropriate scenario based on what you'll be using your trial for. The choices are Sales, Customer Service, Field Service, Project Service Automation, and All of These. For today, I'll choose All of These. This is what we recommend for you as well, in order to get the full trial experience and best determine which products to subscribe to after the trial ends. Next, click Complete Setup. It may take a few minutes before Dynamics 365 is done being set up. CRM will automatically open, and a Getting Started tour will appear. Click the green arrows to navigate through the tour. I recommend checking out the quick tour before moving forward. When you're finished, the Help section will open, and you can just click the X to close the sidebar, but it's accessible anytime by clicking the question mark icon in the upper right corner of the screen. Now let's go to the Admin center to set a couple more things up. Click the menu icon in the upper left corner of the screen, and click Admin. When the Admin center opens, there will be a short tour to go through here as well, and afterward, you'll see right on the Home page that you need to add users to your trial instance of Dynamics 365. Click Go to setup to do so. You can also access Setup at any time using the menu along the left side of the screen. On the page that appears, enter First and Last Names, and Usernames for the users you'd like to add. Five rows will appear, but you can click the plus sign at any time to add additional users. Click Next when finished. On the page that appears, click the check mark next to any users you'd like to enter alternate emails for, then click Send email. This is optional however, and for this example, I'm going to skip that and simply click Next. The screen that appears next will give you the opportunity to install additional Office apps; for now, I'll skip this as well and click Next again. Click Go to the Office Admin center on the page that appears. Within the Admin center, click to expand the Users section along the left side of the screen, then click Active Users to see the users you just added. Click the check box to the left of a user's name to open up and edit that user's details. Let's walk through a few parts of the user record that you'll want to pay attention to. Click Edit for Product Licenses. Here, you'll see the products that are turned on and off for each user. You can see that all of this user's licenses are turned on, and the same should be the case for your trial users, but it's a good practice to verify which products are turned on for each user. Click Save, or the X in the upper right corner to return to the user record. Click Edit for Roles, and verify that the user role is correct. It's important to note that only Global Administrators will have access to assigning roles to other users within Dynamics 365, so, for example, if I want Bari Sowal to be able to go into Dynamics 365 and assign permissions to Cameron Bell, I need to change her role to Global Administrator. The individual who has signed up for the trial will automatically be a global administrator in the Admin Center, as well as the System Administrator for Dynamics 365, and have this access. Click Save when finished, then click Close. Click Close again to close the user's record. If, later on, you need to add additional users, you can simply click Add a user on the home page of the Admin center. After adding users, however, they must be assigned roles within Dynamics 365 before they'll be able to log in to the product. We'll do this in just a moment. First, however, there are a few more things in the Admin Center we need to go over. Click to expand the Admin Centers section along the left side of the screen, then choose Dynamics 365. The page that appears will show existing instances of the product, whether they're production or sandbox instances. Click the pencil icon for Solutions to see and install, if desired, available solutions for the instance. If you want to use any of these solutions during your trial, you'll need to install them here first. One more thing in the Admin Center before we dive into Dynamics 365. Click to expand Billing along the left side of the screen, then choose Subscriptions. This will show you your current subscription, how many licenses are available versus already assigned, when the trial expires, and also how much it would cost if you were to renew exactly what you are currently using. Please note, however, that the price shown here is not reflective of the whole picture. Price per user depends upon each user's permissions. While some users, yes, may cost $115 per month due to the apps they have and their role within those apps, many users will cost as low as $10 per month, so click Buy Now to learn more. To get in to Dynamics 365, click the menu icon in the upper left corner of the screen, and choose Dynamics 365. You'll see five tiles, representing the different apps. On the left, you'll see the Sales and Customer Service apps, and on the right, you'll see the Field Service and Project Service Automation apps. The middle tile is a custom app containing the content from all four of the apps, also known as Plan 1, so we'll click that one today to get the full trial experience. If you want to limit yourself to an individual app, click the desired app to do so. Remember, today we’re using Dynamics 365 for Enterprise; to learn more about Dynamics 365 for Financials, check out the video on the Success Portal. Now, let's assign roles to the users we added earlier. Click the down arrow for Sales along the top of the screen, then click Settings and within the System column, choose Security. On the page that appears, choose Users. You can click the check mark next to a user's name, then click Promote to Admin and click OK to make a user a System Administrator. Otherwise, you can assign other roles to either one individual at a time, or multiple individuals by clicking the check mark next to the desired name or names, then clicking Manage Roles. Generally, it's a best practice to provide users with security roles appropriate to their job function, such as Customer Service Representative or Marketing Manager. If the individual is going to aid in evaluating administrative aspects of Dynamics 365, however, you'll also want to give System Administrator and/or Customizer rights. Most users won't need that access, though. Click OK when finished. Remember, again, that in order for each user to access Dynamics 365, you must first assign them a role within the product, so be sure to do this. That's it for Your Successful Microsoft Dynamics 365 for Enterprise Trial. As you will see, the next logical step is to populate your trial with data that your organization finds useful. Adding useful information will ensure that your trial helps you truly understand what Dynamics 365 can do for your organization. Thanks for watching this video by xRM!