Module 1: Configure Dynamics 365 Sales

Practice Lab 1.1 - Validate lab environment

Scenario

World Wide Importers (WWI) is looking to formalize their sales process to increase revenue and give leadership, the stronger forecasting abilities. You are a functional consultant configuring Dynamics 365 for Sales for World Wide Importers. In this lab, you will install the Sales application and install sample data.

Exercise 1 – Access a trial environment

Task 1 – Create a Trial

1. In a new browser tab, navigate to https://dynamics.microsoft.com/dynamics-365-free-trial. In the middle of the screen, you will see two buttons: one to see plans and pricing, the other to try for free. Select Try for free.
2. Locate Dynamic 365 Sales.
3. Select the Try for free button.
4. In the Let’s get started screen, enter the credentials that were provided to you as part of your lab environment. Accept the license agreement. (If you are prompted to enter a phone number, you can enter 0123456789.)
5. Select Start your free trial.
6. (If prompted, select Launch Trial in the pop-up.
7. Your trial will launch. It may take a few minutes for your environment to open.
8. In the header, select Sales trial. This will open your list of available apps. In this course, we will be working mostly in the Sales Hub. Select Sales Hub to open the application.
9. Feel free to take a few minutes to explore the application.