Microsoft Dynamics CRM 2013 has launched a 30-day free trial which provides the full access to all functionality. But do you know how to best utilize it to add more value to your business or enhance your own skill set? This blog aims to give you a direction on what you can do with the free trial and how to make the best use of it.
What is a Microsoft CRM Online trial account?
Why get a CRM trial account?
Considering a career working with CRM and want to develop your own skills? Microsoft Dynamics CRM 2013 is one of the leading platforms. The best way to learn is to dive right in and try it for yourself.
Setting Up a Microsoft Dynamics CRM 2013 Trial Account
You have two options, signing up for a 30-day free trial is easy and only takes about 3 minutes.
To set up your Microsoft Dynamics CRM 2013 30-day free trial with standard access.
To provide C5 Insight with "delegated access" to your CRM trial (allowing our team to remotely configure your CRM trial in partnership with you – you will only want to use this option if you have discussed it with C5 Insight, otherwise choose the first option).
Please note that if you are already logged in to Office 365, then the above links will return an error message. To solve this problem, you can:
After following one of the above links, follow the prompts to setup your trial account.
Setting Up Account Access
After creating the new account and clicking on “You are ready to go”, you will be setup as an administrator of your trial account and there are some basic settings that will need to be adjusted before your first time log in. Follow the prompts to change these settings.
Click "Launch CRM Online" and it may take 1-2 minutes to prepare.
You will also have the option to watch a getting started video. Thevideo is a very good starting point to help you become familiar with CRM if this is your first touch (or with CRM 2013 if you have only used CRM 2011 so far).
Welcome! Now you are in your account - don’t be hesitant to play around. Notice that there is already some sample data included for you to test CRM out with. But you can also import your own data easily. We’ll talk about it later.
Adding More Users to CRM 2013
You can add more users to your trial account to enable others in your organization to work with the trial as well. Follow these instructions to add more users.
Select "Settings" on the ribbon
You may see some “demo users” already setup, but by default now you are the only user with a real login to use CRM. Click "New" and you will be linked to Microsoft Office 365 server to add new users.
Add new users.
Notice that you can just leave Assign roles as No here for simplicity. We’ll talk about how to set CRM security role in a minute.
Then go through licenses, send results and results by simply clicking next, you will add new users to your organization successfully.
Setting Up Security Roles for Dynamics CRM Users
Go back to your CRM and click Settings/ Administration, then select "Users" and you will see a list of users of CRM. Remember you can have up to 25 users for the free trial.
Select the user you want to set security role and click Manage Roles. I am assuming that all users will be system administrators for now. Of course there are many other options and you can easily change it as you need.
Importing Data Into Dynamics CRM
As I mentioned before, CRM offers sample data for you to test out. But if you already have CRM and feel more comfortable to use your own data, you can exit your configuration as a solution and import it into your trial account.
Tap Settings/ Solutions and click Import
Select the solution which contains the data and configuration you want to use for the trial account.
Click Next, then click Import. And you will see it on the list if you import the solution successfully.
Add/Remove Sample Data
You can also add or remove sample data. Check this blog for more details.
What To Do When Your Dynamics CRM Online Trial Account Expires
You can let it expire if you are done
You can create a new trial account for another 30 days if you’d like
You can pay to extend it for a full year. Here is the link for pricing
Trackback from C5 Insight Blog
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