Module 14: Manage Instances and Applications

Practice Lab – Install app

Scenario

As a functional consultant at Contoso, you’ve been asked to help set up the Dynamics 365 environment within the test tenant. In the last practice, you did the first run configuration to provision the environment. In this practice, you will be installing the Dynamics 365 for Sales application.

Important Note: This lab will provide you with an actual Office 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Office 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Office 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 - Acquire Tenant Information and Connect

Note: If you have already completed a practice recently, the virtual machine might pick up where you left off and you will not need to login again.  In that case you can skip ahead to exercise two and resume.

Task 1 – Connect to the Power platform administration portal

  1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you are not already logged in.

  2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will allocate an Office 365 tenant for you to use in these labs.  It will display the admin email and password for your tenant.  You should copy this information to notepad or similar for your reference.

  3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens Office 365. Use the O365 credentials you just acquired in the previous step to login.

  4. Navigate in the browser to the Power platform admin portal at https://admin.Powerplatform.microsoft.com

Exercise 2 – Install Sales App and Import Solution

In this exercise, you will install the Dynamics 365 Sales Application into your trial organization, install sample data, and import a solution.

Task 1 – Install App

In this task, you install the Dynamics 365 Sales Application into your organizations and install the sample data.

  1. Navigate to https://admin.powerplatform.microsoft.com

  2. Expand the Admin Center section.

  3. Locate and click Dynamics 365.

  4. Select your environment (there should only be one there)

  5. Click the small blue “edit” icon next to the word Solutions.

  6. Open the applications tab.

  7. Locate and select Dynamics 365 Sales Application.

  8. Click Install.

  9. Read the Terms of Service and click Install, if you agree.

  10. Wait for the solution to be installed. To check the status, refresh the page and check the Status column. (Note: The installation of the Dynamics 365 Sales Application solution must complete before you can continue to the next step or task.)

  11. Navigate to https://web.powerapps.com

  12. Check the environment selector in the upper right corner to make sure you are NOT in the Default environment. You should have something like Contoso (crm*) and not Contoso (Default). If you are in the default environment, select the other environment before continuing.

  13. Select Apps and click to open the Sales application.

  14. Navigate to Settings and select Data Management.

  15. Click Sample Data.

  16. Click Install Sample Data.

  17. Wait for the installation to start.

  18. Click Close.

  19. Close the Sales application.

Task 2 – Import Solution

In this task, you will import the Knowledge Assessment solution.

  1. Navigate to https://web.powerapps.com

  2. Check the environment selector in the upper right corner to make sure you are NOT in the Default environment. You should have something like Contoso (crm*) and not Contoso (Default). If you are in the default environment, select the other environment before continuing.

  3. Select Solutions and click Import.

  4. Click Browse.

  5. Select the Knowledge Assessment Solution located in the resources folder and click Open.

  6. Click Next.

  7. Click Import. If prompted, allow pops ups.

  8. Wait for the import to complete.

  9. Click Publish All.

  10. Click Close.

  11. Select Apps.

  12. You should see two more applications, Fabrikam Assessment, and Knowledge Admin.