Tuesday, March 24, 2020

Create Trial environment for Microsoft Customer Insights

Four Step Process to Setup Customer Insights Trial for Integrated workshop with CDS, Power App & Flow Integrations




Each designated trial is to enable user for Integrated trial capabilities, in case you are only interested in CI trial, direct navigation to step#4 would help.

1.Office 365 Licence: The first step in the process is to create an Office 365 tenant for your user accounts. Open an “in private” browser window and navigate to https://aka.ms/appinadayo365signup.

Enter a valid account information of your organization, to which email can be sent.




Fill in as below, changing to the country where the workshop is going to be delivered and your contact info, for ex: India

1.1 click Create new Account.



1.2 Enter the Valid phone number and Select Country.



2.Adding Power App Licencing: Now that you have a working Office 365 tenant, we will add 25 Power Platform licenses to the tenant. Open a new tab and navigate to https://aka.ms/appinadaypowerappsignup. On this page you simply need to confirm.

Verify in licences that Power app licences are added to the user.


3.Dynamics Trial Licence: Now setting up dynamics trial, you can skip the step if you already have a dynamics org with customer service/sales enabled.this org will be required for executing module#2 for CDS connector.
this account can be different than created in previous step, you might need to use your respective credentials for authenticating CDS connector in CI later.
      
Dynamics 365 Trials. Click on Sign up here.

3.1.Click on "No, Continue signing up"
3.2 Follow/Finish the regular steps to create normal dynamics trial.

4. Customer Insight Trial Licence: This step is to enable Customer Insight trial environment.Open another tab of browser, launch https://aka.ms/tryci, enter same "<youruser>.onmicrosoft.com" logged in user credentials of previous step where office 365 licence was added. click Sign up.


Enter logical name of environment other than demo, Select region Europe/North America. Create a Trial environment.

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