Setup a new Microsoft Dynamics CRM(D365) Trial Environment

In this blog post i would like to explain how to setup a new Microsoft Dynamics CRM Trial Instance.

Follow the below steps to setup a new Microsoft Dynamics365 Trial Environment.

Step-1 : Open a new incognito window from Google Chrome browser and Go to the website “https://trials.dynamics.com/” and you will be redirected to the below page.

Step-2: Scroll down a bit until you get a below section of the page.

Step-3:  Click on “Sign up here” button (highlighted in yellow) and as shown below screen.

Step-4: You will be redirected to the below image and Next click on “No Continue Signing up” (highlighted in yellow colour) to proceed further.

Step-5: You will be redirected to the following Page “Thank you for choosing Dynamics 365 Customer Engagement Plan

Step-6: Enter your personal email address (Which should be working) in the box shown below.

Step-7:  Click on “Next” button and you will get the below screen.

Step-8: Click on “Set up account” button and you will get the below screen.

Step-9: Enter the required details (Business Phone Number should be working) as shown below and click on “Next” button.

Step-10: You will be redirected to the below screen and here you need verify the business phone number entered by you in the previous step by using “Send Verification Code” button.

Here you will receive a 6 digit verification code to your Business Phone Number and Enter Your Verification Code as shown below.

Click on “Verify” button as shown in below screen.

Step-11: If the verification is successful you will be redirected to the below screen, Here you need to Enter “Your Business Name “and Click on Check availability button if it is available and “Next” button will be enabled and Click on “Next” button to proceed further.

Step-12: You will be redirected to the below screen, Here you need to Create User Name and Password for sign in to the organization. Please make sure you remember the enterted credentials.

Step-13:  Click on “Sign up” button and it will take few minutes to Create the account.

You will get a screen as shown below.

Step-14: Your signup will be completed and User Name will be generated as shown below and note down the User Name and the Password in a secured place.

Step-15: Click on “Get Started” button (highlighted in yellow box) as shown on below screen and you will be redirected to Power Platform Admin Center.

Step-16: Enter desired Name in the Name Field and do not make any changes to other fields as shown below and Click on Next button

Make sure you have the below configuration

Type : Trail (Subscription – Based)

Region : India – Default

Create a database for this environment? : Yes

Step-17: Enter desired Url in the Url Field and do not make any changes to other fields and Click on Save button

Make sure you have the below configuration

Language : English

Currency : INR

Enable Dynamics 365 apps : Yes

Automatically deploy these apps : All Enterprise Applications

Step-17: Environment will be created with given name with Preparing Instance State and wait for a few minutes until the state changed to Ready.

Step-18: Select the environment as shown below (highlighted in yellow) and you will be able to see “Open environment” button on top (highlighted in yellow) and click on that and you will be redirected Business Applications Page as shown below.

Step-19:  Finally, you will be redirected to Business Applications Page.

Step-20: You will be able to navigate to your desired module for ex: Sales by clicking on “Sales Hub” Business Application as shown below.

Now you are good to go … Happy Learning..!!!