Lab 1.1: Verify environment

Module 1: Get started with Dynamics 365 Customer Insights - Data

Approximate Time to Complete - 30 mins

This appendix contains step-by-step instructions to provision and configure a Dynamics 365 Customer Insights environment, including prerequisites.

WWL Tenants - Terms of Use

If you are being provided with a tenant as a part of an instructor-led training delivery, please note that the tenant is made available for the purpose of supporting the hands-on labs in the instructor-led training. Tenants should not be shared or used for purposes outside of hands-on labs. The tenant used in this course is a trial tenant and cannot be used or accessed after the class is over and are not eligible for extension. Tenants must not be converted to a paid subscription. Tenants obtained as a part of this course remain the property of Microsoft Corporation and we reserve the right to obtain access and repossess at any time.

Step 1: Power Apps License

  1. Verify that you have your Microsoft 365 credentials from the Authorized Lab Host available.

  2. In a new browser tab, navigate to https://make.powerapps.com

  3. Enter the email address provided by the Authorized Lab Host.

  4. Select Sign in.

  5. Enter the password provided by the Authorized Lab Host.

  6. Optionally, select Yes to stay signed in.

  7. If prompted, enter 0123456789 for Phone number and select Submit.

Step 2: Power BI Trial

  1. You will also need a Microsoft Fabric and Power BI trial to create dashboards showing the information from Customer Insights. To get started, open a new tab and navigate to https://aka.ms/trybi

  2. You will be prompted to use your M365 admin credential. Select Continue to confirm and follow the same steps from the previous task to add the Power BI trial.

  3. Select Get Started. It may take a few minutes for Power BI to set up.

Step 3: Dynamics 365 Customer Insights trial

  1. In a new browser tab, navigate to https://dynamics.microsoft.com/en-us/dynamics-365-free-trial

  2. Navigate to Dynamics 365 Customer Insights in the Customer data platform section and select Try for free. Enter the provided M365 admin credential and select Start your free trial. If prompted, leave region set to United States and enter 0123456789 for Phone number. Select Submit.

  3. Select Launch Trial.

  4. On the welcome screen, select Start Customer Insights - Data. The Customer Insights - Data model-driven app will launch in a new tab. You now have both a Customer Insights - Journeys and a Customer Insights - Data trial environment.

  5. Select United States for Country/region. Select Continue.

  6. Select Start trial from the notification banner. In the Getting started pop-up, select Not now.