Skip to main content

Sign up for a Dynamics 365 trial?

 Follow the steps below to sign up for a trial of Microsoft Dynamics CRM Online.

  1. Go to the Dynamics 365 trial sign-up page.
  2. On the Dynamics CRM trial sign-up page, select the "Dynamics 365 Sales" application and fill out the Work Email and Phone Number fields at the bottom. Click Get Started.
  3. Select Sales
  4. The next page will display the entered email address for confirmation. Please note that you will need to be able to access this email address in order to complete the setup. Once you have verified that the email address is correct, click Sign up.

    screen2.png

  5. The next page will display a message to confirm that you have entered a company email address instead of a personal email address. If you have entered a working company email address, then you can click Yes to continue the process.

    screen2.1.png
  6. On this next page, you will need to fill in the rest of the details for your account. Once you reach this page, you should also receive an email from Microsoft to the email address that you entered in the beginning of the process with a verification code. Enter the verification code from your email, finish the form, and click Create:

    screen3-edit.png
  7. The trial page will begin to process your request. When it completes, the page should attempt to redirect you to the newly created trial environment. This environment will have some sample data already installed. You should see the the navigation options in the bottom-left hand corner that will let you access the available areas of CRM. Please note that you may need to adjust the privileges and security roles for your user in order to see certain options.

Comments

Popular posts from this blog

Comparison: Using Workflows vs. JavaScript vs. Plugins in Dynamics CRM?

  There are three ways to automate actions in Microsoft Dynamics CRM: workflows, JavaScript, or plugins. In this blog we will discuss the difference between them and how to choose which option is appropriate for your task. Workflows  can perform tasks such as updating data or sending email. They are triggered by saving records, creating records, or changing specific fields on a form, and once triggered, they run on their own in the background. As you can see in the example of  How to Assign a Territory to a Lead in Dynamics CRM , you can even look up data in another entity. JavaScript  runs on the screen while the user is using a form. JavaScript is triggered by events within the page, updating a field or saving, and it is commonly used to hide or show different fields on the forms. You can also, for instance,  Populate a CRM 2011 Lookup or PartyList Field Using JavaScript  by having a lookup automatically linked to the record based on what is entered in an...

Task Activity Timeline

  1. Overview The PCF Calendar Control is a custom PowerApps component that displays activities in a calendar-like view. It supports multiple views (monthly, weekly, yearly, daily), allows users to expand/collapse records for each date, and provides a scrollable interface for better usability. The control is built using TypeScript and CSS, adhering to best practices for type safety and maintainability. 2. Features View Modes: Monthly View : Groups activities by month. Weekly View : Groups activities by week. Yearly View : Groups activities by year. Daily View : Displays activities for individual days. Expand/Collapse Functionality: Users can click on a date to expand or collapse its associated records. Smooth animations enhance the user experience. Scrollable Container: A scrollable container ensures that large datasets are manageable. Responsive Design: The control adjusts its layout for smaller screens. Type Safety: The code uses TypeScript interfaces to avoid the use of any and...

Trigger JavaScript on Click of Button PCF Control

  Overview The TriggerJavascript control is a custom PCF (PowerApps Component Framework) control that renders a button with customizable label, icon, and on-click script execution. The control allows users to dynamically trigger JavaScript code upon clicking the button. Dependencies IInputs, IOutputs from ./generated/ManifestTypes (Auto-generated types from PowerApps) CSS styling from ./CSS/TriggerJavascript.css Class: TriggerJavascript This class implements ComponentFramework.StandardControl<IInputs, IOutputs> and manages rendering a button inside a container, dynamically executing JavaScript code on button click. Properties Private Properties _container: HTMLDivElement - A reference to the container element where the button will be rendered. Methods constructor() Initializes a new instance of the TriggerJavascript control. init(context: ComponentFramework.Context<IInputs>, notifyOutputChanged: () => void, state: ComponentFramework.Dictionary, container: HTMLD...