How to Create MS Dynamics CRM online trail version

Hi All,

Here, I am explaining how to create trail instance of Dynamics CRM.

Click on below link 

It will opens the D365 registration form and fill the mandatory fields with proper mail id and phone number.

Click on Next, it opens another form related to D365 login user and password screen like below.

Make note it the UserId and Password for feature purpose.

Example
UserId :  admin@CompanyName.onmicrosoft.com
Password :  #P@ssw0rd  
(Use 8-256 characters including upper and lowercase letters, numbers, and any of these symbols: !( ) @ # $ % ^ & * - _ + = [ ] | \ : ' , . ? / ` ~ " ;. Spaces are allowed, but not at the beginning or the end. You can't combine &# and you can't use < or >.)

Click on Create my account button. It opens the another screen as follows.

here, select country code and enter mobile number for authentication. It will generates an OTP number for verification purpose.

Click on Next it opens an information page to note that.


Click on Setup button, it opens D365 trial setup page like below.

here we can select trail apps. For now, I have selected All of these check box and choose Currency, based on your country/region and click Complete Setup button. It will take time to load like below.
After completing this step it will loads all the apps available for this trail version.
Click of First app: Dynamics 365 - custom it opens default Sales module of D365 in unified interface mode like below.

Sales, Service, Marketing and Training modules are available in the below left side, follow the next screen.

In above screen top left is shows the current working area.

Next blog is for how to change Unified interface to normal web interface.

Please try once. All the best thank you.

Best Regards,
Pavan Kumar K.

Comments

Post a Comment

Popular posts from this blog

Working with Multi Select Option Set using C# in Dynamics 365.

Image
Hi All, Introduction: Microsoft introduced a new data type called Multi Select Option Set in  Dynamics 365 v9.0 , using Multi Select Option Set we can select more than one option set in Dynamics 365. It contains a list of Options and we can select more than one option from the list on selecting the checkboxes and also we can search the option from the list of options. Create a filed in CRM like below: Add this filed on the Form. Click on Save and Publish . Below code is used for saving the Multi Select Option Set using the C# code.         public static void CreateRecordwithMultiSelectOptionSet()         {             Entity entity = new Entity("new_employee");             entity.Attributes["new_name"] = "Ram";             int[] optionsetValues = { 100000000, 100000001 };             OptionSetValueCollection collection = new OptionSetValueCollection();             foreach (var item in optionsetValues)          
Read more

Enable plugin or custom workflow trace logs in MS Dynamics 365

Image
Hi All, Microsoft has introduced a new feature called Plugin Trace Log in Dynamics CRM 2016. In this blog we will see how to enable logs for Plugin and custom workflow.  The following steps are to enable Plugin Trace Log in Dynamics CRM. Login into D365 CRM with administrator > goto  Settings  area > select System Settings In Customization tab we have an option set  Enable logging to plug-in trace log OFF:(Value is 0)   Writing to the trace log is disabled. No PluginTraceLog records will be created. However, custom code can still call the Trace(String, Object[]) method even though no log is written. Exception:(Value is 1)  Trace information is written to the log if an exception is passed back to the platform from custom code. ALL:(Value is 2)   Trace information is written to the log upon code completion or an exception is passed back to the platform from the custom code. Below is the code is used for log tracing service:  //Extract the tracing servi
Read more

Write a sample plugin and how to register a plugin.

Image
Hi All, A plug-in is custom business logic (code) that you can integrate with Dynamics 365 CE to modify or augment the standard behavior of the platform. Create a plug-in project You need to use Visual Studio to write a plug-in. Use these steps to write a basic plug-in. 1. Open Visual Studio 2017 and open a new Class Library (.NET Framework) project using .NET Framework 4.6.2 The name used for the project will be the name of the assembly. This tutorial uses the name BasicPlugin. 2. In Solution Explorer , right-click the project and select Manage NuGet Packages… from the context menu.  3. Select Browse and search for Microsoft.CrmSdk.CoreAssemblies         install the latest version.       click on OK        click on I Accept 4. In Solution Explorer, right-click the Class1.cs file and choose Rename in the context menu.     Rename the Class1.cs file to PreCreate_Contact_SetDefaultCreditLimit.cs. 5. When prompted, allow Vis
Read more