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Back to Basics #1: How to set up a Dynamics 365 / Power platform Trials

1)Go to, and select whatever the modules that are required to explore, here I have selected Customer Service as shown below.



2)As shown below Click on Sign up here or give your work email or password. Here I chose Sign up here hyperlink as shown below.




3) Once we click on sign up a new popup window will come there select No, Continue Signing up as shown in below diagram.




4)Once you click on no, continue signing then it will navigate to another new window as show in below diagram and provide personal email address in step 1 under let’s set up your account and click on next.



5)After entering your personal email address and click on next you see a set up account as shown in the below screenshot.



6) Click on Setup Account and fill all the details as shown in the below screenshot and click on next as shown in the below screenshot.



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 chose text me option and click on Send Verification code button as shown below.


8)Enter verification code and click on verify as shown in below screenshot.




9)After successful verification navigation will go to next point 3 Create your business identity and provide name and see for availability, if domain is available then next button will be highlighted as shown below.


10)Once click on next, now create user Id and password to sign in to your account as shown below and select check box and click on Signup button


11)If everything works fine you should see username gets created for the selected user id in the step 10 as shown below and click on Get Started button.



12) Give the username and password as shown below and click on submit. It will take some time to setup trial environment background.



13)We will be navigated to and you could see few default environments will be created as shown below.



14)If we need to create a new environment , click on + button in , if it don’t login, then login with the user name and password that is used while creation of Trial instance as shown below




15)Once click on + button, quick view at the right side will be opened with New Environment provide name, Type as Trial[Subscription-based]and Region and click on next




16)Add Data base window will be shown in the below screenshot and click on save it.




17)It will take some time to create a new environment at the background and you can refresh, and you can see Environment state as ready, which infers environment is ready.



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 below figure.



19)After selection of open environment button user will be re-directed to crm instance that is created in point number 18




Conclusion: In few minutes, a trial instance can be created and ready to be used by new users or developers, partners.

About the Author
  • Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Strong consulting professional with a Bachelor of Engineering (B.E.) focused in Information Technology from Mumbai University.
  • I am a Microsoft Business Applications MVP and a Senior Manager at EY. I am a technology enthusiast and problem solver. I work/speak/blog/Vlog on Microsoft technology, including Office 365, Power Apps, Power Automate, SharePoint, and Teams Etc. I am helping global clients on Power Platform adoption and empowering them with Power Platform possibilities, capabilities, and easiness. I am a leader of the Houston Power Platform User Group and Power Automate community superuser. I love traveling , exploring new places, and meeting people from different cultures.
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  • I am the Owner/Principal Architect at Don't Pa..Panic Consulting. I've been working in the information technology industry for over 30 years, and have played key roles in several enterprise SharePoint architectural design review, Intranet deployment, application development, and migration projects. I've been a Microsoft Most Valuable Professional (MVP) 15 consecutive years and am also a Microsoft Certified SharePoint Masters (MCSM) since 2013.
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