How to Set Up a Trial Org in Microsoft Dynamics 365

Setting up a Microsoft Dynamics 365 Trial Org allows admins to test the features and enhancements accompanied with Dynamics releases before they go live in your organization’s real environment.

Additionally, by setting up a trial org, you can become familiar with the system before you invest in its full functionality. This allows you to see what Dynamics has to offer and what it could specifically offer your team.

Anyone can set up a trial org. You do not need a Microsoft Dynamics 365 license in order to set it up.

Follow these steps to set up a Microsoft Dynamics 365 Trial Org and get started.


1. Visit https://trials.dynamics.com/dynamics365/.

How to Set Up a Microsoft Dynamics 365 Trial Org


2. Scroll down all the way and click on “Sign up here.”

Steps in Creating a Dynamics 365 Trial org


3. Indicate whether or not you are signing up as a Microsoft Partner or Employee. For the purpose of this post, and most likely, you are not. Click “No, continue signing up.”

Steps in Creating a Dynamics 365 Trial org


4. Enter your business email address, and then click “Next.”

Steps in Creating a Dynamics 365 Trial org


5. If this message appears for you, click “Create a New Account Instead.”

Steps in Creating a Dynamics 365 Trial org


6. Input your information for all of the required fields, and then click “Next.”

How to Set Up a Microsoft Dynamics 365 Trial Org


7. Click “Send Verification Code.”

How to Set Up a Microsoft Dynamics 365 Trial Org


8. Enter your verification code, and then click “Verify.”

Steps in Creating a Dynamics 365 Trial org


9. Enter a domain name that reflects your business name, check its availability, and once you identify and decide on an available domain name, click “Next.”

Steps in Creating a Dynamics 365 Trial org


10. Enter your name and create a password. Once you’re satisfied, click “Sign up.”

Steps in Creating a Dynamics 365 Trial org


11. Click “Get Started.”

Steps in Creating a Dynamics 365 Trial org


12. Enter a Name for your environment, select “Trial (Subscription-based)” for the type, input other relevant information, and then click “Next.”

Steps in Creating a Dynamics 365 Trial org


13. Enter a URL, select “Yes” for “Enable Dynamics 365 Apps,” and in the dropdown menu for “Automatically Deploy these Apps,” you can select what you’d like to get deployed to your environment. Once you’ve made your selection, click “Save.”

Steps in Creating a Dynamics 365 Trial org


14. Now you should see your new instance listed. However, you will have to click “Refresh” at the top of your screen, as the state column needs to be “read”-ready before you can use it.

Steps in Creating a Dynamics 365 Trial org


15. Once the state is “Ready,” you can click to the left of your environment name, and then click near the top where it says, “Open Environment” to start exploring and testing.

Now your setup is complete!

Steps in Creating a Dynamics 365 Trial org


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