Module 1: Sales Overview

Important notice re: tenants - temporary workaround

As of January 23, 2020, WWL is unable to provide students with pre-provisioned Dynamics 365 access, and is working on a solution that should be available in the next 4-6 weeks. As a workaround, we are recommending using Dynamics 365 Trial accounts. Each student will be responsible for requesting these. To help students in getting the Dynamics 365 tenants (including Marketing), M365 tenants will be provided through the Authorized Lab Hosters. This is a short-term solution and we will keep all stakeholders including Learning Partners and MCTs updated as progress is made and advise as a more permanent solution timeline for pre-provisioning Dynamics 365 access for lab use is established. Please work with your Authorized Lab Hoster for provisioning of the M365 Tenants for the students and follow the instructions below to use the M365 tenant to secure a Dynamics 365 trial for your appropriate application.

  1. Using your provided M365 credentials, log into https://admin.microsoft.com/ and accept the terms.
  2. Once you’ve logged in successfully, access https://trials.dynamics.com/. Select the applicable application for your course.
  3. Under “Work email,” enter the email address from the M365 credentials. Under “phone number,” enter your own phone number.
  4. Select Get Started.
  5. You will be prompted to enter your password for the on.microsoft.com account. Enter the password provided for the M365 tenant.
  6. If you are prompted to accept terms and conditions, accept them. Your environment may take a few minutes to provision.

Practice Lab 1 – Install the app

Scenario

World Wide Importers (WWI) is looking to formalize their sales process to increase revenue and the give leadership 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.

Important Note: This lab will provide you with an actual Dynamics 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 Dynamics 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Dynamics 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 pickup 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 Dynamics 365 Sales Application

In this exercise, you will install the Dynamics 365 Sales Application and then install sample data.

Task 1 – Install Sales Application

  1. Go back to https://admin.Powerplatform.microsoft.com

  2. Expand Admin Centers and select Dynamics 365.

  3. Select the Edit button. You will open the Contoso environment in the Power Platform Admin center.

  4. Enter SalesPractice for Name and URL if available (or enter a different URL).

  5. Click Save.

It will take few minutes to save the environment.

Task 2 – Install Sample Data

The Dynamics 365 Sales Application installation must complete before starting this task.

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

  2. Expand Admin Center and click Dynamics 365.

  3. Select your instance and click Open.

  4. Navigate to Settings and select Data Management.

  5. Click Sample Data.

  6. Click Install Sample Data.

  7. Wait for the sample data installation to start and click Close. The sample data installation process will run in the background for a few minutes before you will see results.

  8. Navigate to Sales and select Dashboards.

  9. Your dashboard should now show some data. You may have to refresh the page before you can see the data.