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Back to Basics #1: How to set up a Dynamics 365 / Power platform Trials

1)Go to https://trials.dynamics.com/, and select whatever the modules that are required to explore, here I have selected Customer Service as shown below.

 

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2)As shown below Click on Sign up here or give your work email or password. Here I chose Sign up here hyperlink as shown below.

 

codevenkat_1-1627002081782.png

 

3) Once we click on sign up a new popup window will come there select No, Continue Signing up as shown in below diagram.

 

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4)Once you click on no, continue signing then it will navigate to another new window as show in below diagram and provide personal email address in step 1 under let’s set up your account and click on next.

 

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5)After entering your personal email address and click on next you see a set up account as shown in the below screenshot.

 

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6) Click on Setup Account and fill all the details as shown in the below screenshot and click on next as shown in the below screenshot.

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7)Once you click on next, under step 2 tell us about yourself provide your mobile number and select either text or call me option, here I chose text me option and click on Send Verification code button as shown below.

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8)Enter verification code and click on verify as shown in below screenshot.

 

codevenkat_7-1627002081868.png

 

9)After successful verification navigation will go to next point 3 Create your business identity and provide name and see for availability, if domain is available then next button will be highlighted as shown below.

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10)Once click on next, now create user Id and password to sign in to your account as shown below and select check box and click on Signup button

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11)If everything works fine you should see username gets created for the selected user id in the step 10 as shown below and click on Get Started button.

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12) Give the username and password as shown below and click on submit. It will take some time to setup trial environment background.

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13)We will be navigated to https://admin.powerplatform.microsoft.com/environments and you could see few default environments will be created as shown below.

codevenkat_12-1627002081983.png

 

14)If we need to create a new environment , click on + button in https://admin.powerplatform.microsoft.com/environments , if it don’t login, then login with the user name and password that is used while creation of Trial instance as shown below

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15)Once click on + button, quick view at the right side will be opened with New Environment provide name, Type as Trial[Subscription-based]and Region and click on next

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16)Add Data base window will be shown in the below screenshot and click on save it.

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17)It will take some time to create a new environment at the background and you can refresh, and you can see Environment state as ready, which infers environment is ready.

codevenkat_16-1627002082039.png

 

18)Select the above newly created environment bootcamppower and select either open environment at the top or select … and select open environment as shown in below figure.

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19)After selection of open environment button user will be re-directed to crm instance that is created in point number 18

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Conclusion: In few minutes, a trial instance can be created and ready to be used by new users or developers, partners.

Comments

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  • codevenkat Profile Picture codevenkat 126
    Posted at
    Back to Basics #1: How to set up a Dynamics 365 / Power platform Trials

    Thank you @ArchitectMadhan !

  • ArchitectMadhan Profile Picture ArchitectMadhan 1,518
    Posted at
    Back to Basics #1: How to set up a Dynamics 365 / Power platform Trials

    @codevenkat , your articles gives the basic information needed for the beginners. Looks good.