Signing up for a Dynamics 365 Trial

Dynamics 365 Trials are useful if you want to learn about the capabilities of Dynamics 365 before buying the application or if you want to test development features. To sign up for a Dynamics 365 Trial, go to https://trials.dynamics.com/: You will see the various Dynamics 365 apps available, including: Sales Customer Service Field Service Project Service Automation Finance and Operations Business Central Talent Retail Let’s install a Finance and Operations Trial. … Continue reading Signing up for a Dynamics 365 Trial

Checking Dynamics 365 Service Status

To check the status of the Dynamics 365 service, as well as other Microsoft services, first log in to: https://portal.office.com/ Expand Health, and select Service Health: On the right, you will see different services and any incidents or advisories. For example, below there is an advisory showing a Dynamics 365 service degradation with Yammer integration: You will also see if service is “healthy”: And any incidents:  

Dynamics 365 Manage Licensing and Pricing

There are different subscriptions associated with Dynamics 365. Note this pricing changes often. This is more of a guide on how to manage your subscriptions in the Office 365 portal. Pricing can be found on Microsoft’s website at: https://www.microsoft.com/en-us/dynamics365/pricing On the website, you will see 2 different tabs for Enterprise Edition and Business Edition. The Enterprise Edition looks like below: The Business edition consists of: In the Enterprise edition, under each … Continue reading Dynamics 365 Manage Licensing and Pricing

Dynamics 365 User License Types

Dynamics 365 has different licensing options. Here we will look at the different types of users. Full Users are described as users that require the full rich business applications functionality, such as Salespeople, Finance employees etc. There are also users that do not require this full functionality. These users perform duties such as: consume data or reports complete light tasks like time or expense entry and HR record updates be … Continue reading Dynamics 365 User License Types

Introduction to LifeCycle Services

LifeCycle Services (LCS) is an online portal from Microsoft that allows you to manage implementations. To log into LCS, go to: https://lcs.dynamics.com Select Sign in: Provide your credentials. You may need to accept the privacy policy: Here you will see the welcome screen: Click + to create a new project: Selecting Prospective presales displays the following window: Note the Product name options: Selecting a product will display the version options: And … Continue reading Introduction to LifeCycle Services

Install Dynamics 365 for Operations Content Packs

To install the content packs for Dynamics 365 for Operations, perform the following steps. First, log into Dynamics 365 for Financials and set up a user for ODATA. In D365, select search: Enter Users: Select a user, e.g. ADMIN: Select the Web Service Access Key arrow: You will see this message: Set to never expire or an expiration date: This will produce an access key. Log into PowerBI.com and select Get … Continue reading Install Dynamics 365 for Operations Content Packs

Microsoft AppSource

Dynamics 365 has an online marketplace, AppSource, where you can search for apps to install. These apps are written by vendors and also by Microsoft. It has products written for Cloud Solutions, Power BI and Office 365 as well as Dynamics 365. To use AppSource, go to https://appsource.microsoft.com/ and sign in with your 365 credentials. Notice the products you can filter on at this point. Scrolling down you will see the top app results and also … Continue reading Microsoft AppSource