Exercise - Get Dynamics 365 Sales and Customer Insights trials
Task 1 – Get a Dynamics 365 Sales trial
- 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.
- Locate Dynamic 365 Sales.
- Select the Try for free button.
- 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.)
- Select Start your free trial.
- (If prompted, select Launch Trial in the pop-up.
- Your trial will launch. It may take a few minutes for your environment to open.
- In the header, select Sales trial. This will open your list of available apps. In this course, we will be working mostly in the Sales Hub. Select Sales Hub to open the application.
- Feel free to take a few minutes to explore the application.
Task 2 - Get a Dynamics 365 Customer Insights trial
- 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.
- Navigate to the Dynamics 365 Customer Insights box 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.
- Select Launch Trial.
- 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.
- Enter United States for Country/region. Select Continue.
- 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.)