Dynamics 365 trials now include portals!

If you create a new Dynamics 365 trial since around the holiday time frame you may have noticed that a portal can be configured as part of this trial. If not read on for instructions on how to configure your portal as part of the trial.

Once you have created your Dynamics 365 trial, (suggested to select the “All of these” option when provisioning your trial) you should be taken to your Dynamics 365 instance.

trial_options

You will need to get to the Dynamics 365 Administration Center to be able to configure your portal as part of the trial. You can do so by navigating to the Office 365 Admin Center or by directly going to the following URL – https://port.crm3.dynamics.com/g/manage/index.aspx. You may need to change crm3 to whichever region your instance resides in, ie CRM for NA/USA, CRM3 for Canada – the full list of regions can be found here – http://www.xrmcoaches.com/2016/01/current-list-of-dynamics-crm-online-regions/.

Once into the administration center, select Applications from the top and you should have a number of applications listed if you selected the “All of these” choice when provisioning your demo including a Not Configured portal! Highlight the portal application called “Portal Add-On” in the list and select Manage.

portal_applications

You should now be able to continue configuring your portal with your desired configuration for your demo or trial.

If you have not had a portal add-on added automatically to your trial you can still request a trial key from the the CRM Managed Trial site – https://crmmanagedtrials.dynamics.com/.

Thanks to Adoxio’s Kunal Tripathy for pointing out this great addition to trials.

Note: This post also appears on Adoxio Business Solutions Team Blog.

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