How to Setup Dynamics 365 30 days Online Trial version?

Follow the below steps to Setup Dynamics 365 30 days Trial Version.

Step 1: Click here and open Dynamics 365 Trials. Click on Sign up here.

CRM Trials

Step 2: Give your Personal Information and click on Next.

Dynamics CRM 365 - Setup 1

Step 3: Create User Id and Password to login CRM 365 Trial. Click on Create my account.

Dynamics CRM 365 - Setup 2

Step 4: Select the Country Code and give your mobile number for verification. Click on Text me.

Dynamics CRM 365 - Setup 3

Step 5: Enter the OTP and click on Next.

Dynamics CRM 365 - Setup 4

Step 6: Please allow system for some time, a Trial Version will be created for your account. You can see the progress.

Dynamics CRM 365 - Setup 5Click on Set up.

Dynamics CRM 365 - Setup 6

Step 7: Select the required scenarios fits you best.

Am selecting None of these. Don’t customize my organization and click on Complete Setup.

Dynamics CRM 365 - Setup 7

Step 8: CRM Trial Organization will be ready with the selected scenarios/ none in few minutes.

Dynamics CRM 365 - Setup 8

Step 9: After Set up done, System will navigate to the CRM Trial Organization.

Dynamics CRM 365 - Setup 9

Step 10: As we see we don’t have any sample data on CRM Trial. Click here for my previous post and install Sample data in CRM.

Hope you successfully created CRM Trial and Installed Sample Data in CRM.

Enjoy by exploring CRM :):):)

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Unified Service Desk 3.1 released

You can download Unified Service Desk 3.1 Version Package Deployer and Executables from the below links,

Name Size Download Link Description
Dynamics365-USD-3.1.0.882SELRES_01380cbd-d13c-4b96-b2e5-ed4ce4e4cdb5SELRES_ea96e7cb-0f15-4b21-b650-40aac942d8c7SELRES_0f0b31c4-d89b-4520-b52b-582c56bb05dbSELRES_f7f9037e-9b4c-48e6-b138-c292cc318d50SELRES_f7f9037e-9b4c-48e6-b138-c292cc318d50SELRES_0f0b31c4-d89b-4520-b52b-582c56bb05dbSELRES_ea96e7cb-0f15-4b21-b650-40aac942d8c7SELRES_01380cbd-d13c-4b96-b2e5-ed4ce4e4cdb5-PackageDeployer 87.0 MB Click here USD Package Deployer to install solution components in CRM
Dynamics365-USD-3.1.0.882-amd64 81.3 MB Click here 64 bit USD client
Dynamics365-USD-3.1.0.882-i386 81.3 MB Click here 32 bit USD Client

Click here to see “What’s new in Unified Service Desk 3.1

How to Install/ Uninstall Sample Data in CRM?

Follow the below steps to Install/ Uninstall Sample Data from Dynamics 365 CRM Online,

Step 1: Open Dynamics 365 Online. Goto Settings -> Data Management and click on Sample Data.

Sample Data Settings Under Data Management

Step 2: If you have not installed any Sample Data earlier, it will show Sample Data button. Click on it to import sample data given by CRM OOB.

Sample Data - Install Sample Data

Step 3: After clicking on it, Goto Imports under Data Management to see the Sample Data import records Status.

Sample Data - Imports Status

Step 4: Once all the records Status Reason change to Completed, we can Sample records in the Entities Specified in the Import Name.

For an Instance, below is the Contacts Sample Data imported during this operation,

Contacts Sample Data

Step 5: If you want to Uninstall the same data imported during this operation, Goto Settings -> Data Management and click on Sample Data.

Then click on Remove Sample Data button.

Remove Sample Data

Step 6: Records deletion status can be seen under Settings -> Data Management -> Bulk Record Deletion.

Bulk Record Deletion record Status

Hope you learned this feature in CRM :):):)

 

Customize Sitemap using Sitemap designer in Dynamics 365(online) V9

In Dynamics 365 Online version v9 update, Microsoft has provided Sitemap designer OOB feature to customize Sitemap.

Please follow the below steps to customize sitemap,

Step 1: Open Dynamics 365 Online version (which has v9 version update).

Or

Click here and create CRM 30 days trial version.

Step 2: Goto Settings -> Customizations -> Customize the System.

Step 3: Click on Client Extensions. We can see Site Map Client Extensions record. Click on it to open Sitemap Designer.

Sitemap Client Extensions

Step 4: We can customize the Sitemap as you like using the options provided by the designer.

Drag and Drop feature also available to Add Area or Group or Subarea and can also Reorganize their positions.

You can Add, Cut, Copy, Paste, Clone or Delete the items in Sitemap.

Sitemap Designer

Make sure to Save and Publish the Sitemap for committing the changes made on it.

Note:

To customize the Sitemap, User should have the following security roles,

  1. Create, Read, and Write privileges on the App entity
  2. Create and Read privileges on the Customizations entity
  3. Read and Write privileges on the Solution entity

Start exploring this new feature and have fun.