Practice Lab - Validate lab environment

Scenario

In this Module 0 lab, you validate that your classroom tenant is working as expected. You use your assigned credentials to access the Dynamics 365 Customer Service trial and verify the applications used throughout the course. This exercise should take approximately 10 minutes to complete.

Important notice for instructors: Don’t add licenses, install applications, or change tenant passwords unless a lab specifically instructs you to do so. The tenants are provisioned with the licenses, environments, and applications required for the course. Changes outside the published lab steps can prevent the tenant from being reused for the next class.

Important notice for instructors and students: The lab environment provides a Dynamics 365 tenant and licenses for the applications used in this course. Cloud services and newly provisioned applications can take several minutes to become available. If an expected application is missing, wait a few minutes and try again. If it remains unavailable, notify your instructor. Don’t install applications or add licenses to correct the issue.

Exercise 1 - Access a trial environment

Task 1 - Access the Customer Service trial

  1. Locate the credentials assigned to you for the lab environment. Record them where you can refer to them during the course.
  2. In a new browser tab, go to the Dynamics 365 Customer Service product page.
  3. Select Try for free for Dynamics 365 Customer Service.
  4. Sign in with the credentials supplied for your lab environment. Don’t use a personal account or change the assigned password.
  5. Follow the onscreen guidance to start or open the trial. If prompted for a phone number, enter 123456789. Accept the license agreement if prompted.
  6. Wait for the trial environment to open. Initial provisioning can take several minutes.

Note: If the trial has already been started for your assigned account, sign-in might take you directly to the existing environment.

Task 2 - Validate the Customer Service applications

  1. Confirm that Copilot Service workspace opens without an error and that you can access its navigation. This application is the representative workspace used throughout the course.
  2. In the top menu bar, select Copilot Service workspace, and then select Copilot Service admin center.
  3. Confirm that the admin center opens and displays its home page and navigation. This application is used to configure cases, queues, knowledge, routing, service terms, and representative experiences.
  4. Return to Copilot Service workspace.

You have validated the Dynamics 365 Customer Service lab environment. Don’t install Customer Voice during this lab. Installation and access requirements are addressed before the Customer Voice lab.