Practice Lab - Validate lab environment

Scenario

Contoso Coffee produces high-quality coffee and coffee machines. They sell their products through retail channels including new Contoso retail stores in premium locations, premium food resellers and the Contoso Coffee website. Even though their products are sold through different channels, they have certified technicians that either work directly for Contoso Coffee, or that work for authorized service providers who they use to provide service on machines.

Contoso coffee will be leveraging Dynamics 365 for Field Service to help manage machine installations at commercial vendors, as well as for servicing machines for commercial and retail customers. You are the system implementor who has been tasked with configuring the Dynamics 365 Field service to support their rollout of the application.

You will be the primary person who will be configuring the key elements of Contoso Coffees field service deployment.

This will include the following:

  • Setting up initial system settings configurations.
  • Defining product and services.
  • Configuring resources that will be assigned to jobs.
  • Configuring the system to deliver and manage work orders.
  • Setting the schedule board to schedule work orders.
  • Configuring agreements.
  • Setting up customer assets.

In this Module 0 lab, you will validate that your classroom tenant is working as expected. You will access your individual credentials, record your “alias,” and open the Dynamics 365 model-driven application that we will be using throughout the course.

Important notice for instructors: Please do not make any changes, including adding licenses or changing tenant password. Tenants are fully provisioned with all necessary licenses, environments, and applications to complete the required tenants. Instructors and students should not add any additional functionality outside of the published lab steps. Adding additional functionality will cause the tenant to break and become inactive, and changing the tenant password will inhibit the recycling of the tenant for the next class. Thank you for your cooperation.

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. Please be aware that the Power Platform is evolving all the time. The instructions in this document may be different from what you experience in your actual 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 - 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 Field Service.
  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. (If prompted, select Launch Trial in the pop-up.)
  6. Your trial will launch. It may take a few minutes for your environment to open.
  7. In the header, select Service trial. This will open your list of available apps. In this course, we will be working mostly in the Dynamics 365 Field Service app. Select Dynamics 365 Field Service app to open the application.
  8. Feel free to take a few minutes to explore the application.