Dynamics 365

Get started with a Dynamics 365 Free Trial: The new experience

Posted by Heidi Neuhauser

I needed to make a new Dynamics 365 free trial environment for Sales, and noticed that the site has changed, and so have the general step-by-step instructions I’d previously posted here on CRM Heidi. Here is the new way to get started with a free trial.

There are many Dynamics 365 trials available from this site, for CRM, ERP and more. The complete list is below. Important note: Not all of these are available in trial form – some only give you the option to “request a demo.” I’ve noted which is available for each product below.

  • Traditional CRM & AI
    • Dynamics 365 Sales – trial available
    • Dynamics 365 Customer Service- trial available
    • Dynamics 365 Field Service – request a demo
    • Dynamics 365 Remote Assist – request a demo
    • Dynamics 365 Marketing- trial available
    • Dynamics 365 Customer Insights- trial available
    • Dynamics 365 Customer Voice- trial available
  • Commerce
    • Dynamics 365 Commerce- trial available
    • Dynamics 365 Fraud Protection – request a demo
  • Finance & Operations
    • Dynamics 365 Finance – request a demo
    • Dynamics 365 Business Central- trial available
    • Dynamics 365 Project Operations- trial available
  • Supply Chain
    • Dynamics 365 Supply Chain Management – request a demo
    • Dynamics 365 Intelligent Order Management- trial available
    • Dynamics 365 Guides – request a demo
  • Dynamics 365 Human Resources – request a demo

  1. Go to https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/#

  2. Select which Dynamics 365 trial you’re looking for. Click the Try for free button.

    For this walk-through, I am going to select Dynamics 365 for Sales

  3. Enter your email address.

    Add your email address, then click Start your free trial.

  4. In the next window that pops up, enter your Country/region and phone number. Then, click Submit.

    Trial setup

  5. That’s it! Your Dynamics 365 free trial site is loaded and you can get started

    The Sales trial site

My thoughts on the new way to set up a Dynamics 365 Free Trial

  • 😊 This process is MUCH simpler than the previous one – bravo Microsoft for simplifying the user experience!
  • 😔 I didn’t see a place in this process to customize my trial name. It might be somewhere else, but I liked naming it fun things like Cotton Candy Playground and having fun with it. When I log into Power Apps, it’s simply named “Sales trial.”
  • 😔 It doesn’t seem possible to have one trial environment with multiple products (for example, Sales and Customer Service). You’ll need to spin up two trials – one for each. They will be listed as separate environments in Power Apps.

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