How To Set Up A Dynamics 365 / Power Platform Trials

Introduction

 
In order to learn and observe new features that are present in Dynamics CRM, it is important to spin a trial instance every now and then, in this blog I am going to guide step by step process to create a new CRM trial instance.
 
Step 1
 
Go here, and select whatever modules that are required to explore, here I have selected Customer Service as shown below,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 2
 
As shown below click on Sign up here or give your work email or password. Here I chose to the sign up here hyperlink as shown below,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 3
 
Once we click on sign up a new popup window will appear, select No, continue signing up as shown in the below diagram,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 4
 
Once you click on no, then it will navigate to another new window as shown in the below diagram and provide a personal email address in step 1. Let’s set up your account and click on next,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 5
 
After entering your personal email address and click on next, you will see a setup account as shown in the below screenshot,
 
How To Set Up A Dynamics 365 / Power Platform Trials
Step 6
 
Click on Setup Account and fill in all the details as shown in the below screenshot and click on next as shown in the below screenshot,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 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 choose the text me option and click on Send Verification code button as shown below,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 8
 
Enter verification code and click on verify as shown below screenshot,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 9
 
After successful verification navigation will go to the next point Create your business identity and provide name and see for availability, if the domain is available then the next button will be highlighted as shown below,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 10
 
Once click on next, now create a User ID and password to sign in to your account as shown below and select the check box and click on the Signup button,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 11
 
If everything works fine you should see a username created for the selected user id in step 10 as shown below. Now click on the Get Started button,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 12
 
Give the username and password as shown below and click on submit. It will take some time to set up a trial environment background.
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 13
 
We will be navigated to here and you could see few default environments will be created as shown below,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 14
 
If we need to create a new environment, click on the + button here. If it doesn’t log in, then login with the user name and password that is used while creation of trial instance as shown below,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 15
 
Once click on the + button, a quick view at the right side will be opened with New Environment provide name, Type as Trial[Subscription-based], and region, and click on the Next button,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 16
 
Added database window will be shown in the below screenshot, click on save to save it,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 17
 
It will take some time to create a new environment in the background and you can refresh, and you can see the environment state as ready, which infers the environment is ready,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 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 the below figure,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 
Step 19
 
After selection of the open environment button user will be re-directed to CRM instance that is created in point number 18,
 
How To Set Up A Dynamics 365 / Power Platform Trials
 

Conclusion

In this article, we learned how to create a trial instance used by  new users or developers, partners.