Lab 0: Set up environment

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

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.

This lab will take approximately 10 minutes to complete.

Exercise 1: Get a Dynamics 365 Customer Insights trial

Step 1: Dynamics 365 Customer Insights trial

  1. Open a new browser and navigate to: https://dynamics.microsoft.com/dynamics-365-free-trial.
  2. On the trial page, select Try for free.
  3. On the product listing page, locate Dynamics 365 Sales and select its 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 and accept the license agreement.
  5. Select Start your free trial.
  6. Sign in with the MOD administrator credentials.
  7. If prompted to stay signed in, select yes.

    Note: If prompted to provide additional information, enter 0123456789 in the Phone number field and enter any value in the Job title field, then select Submit.

  8. 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.
  9. Enter United States for Country/region and then select Continue.
  10. Select Start trial from the notification banner. Wait for the trial to set up - it may take a few minutes. (If you get a pop-up that says Getting started, select Not now.)