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I am about to do a project using Microsoft FieldOne with CRM Online
The customer would like a demo environment to enable existing users to get familiar with CRM and FieldOne. It will be used as a reference whilst creating user stories.
What are my options
If I were to create a CRM online trial, can I load FieldOne solution onto it?
Will FieldOne work on a demo environment?
What happens with Licences?
Would I need to create demo data or does FieldOne have some data I could use
I will need a demo environment for maybe 60/90 days whilst we get the production environment/sandboxes ready, collect requirements.
Is this possible?
I recently did a similar piece of work to demo FieldOne to one of our customers. We had it deployed in an online environment. Not a trail CRM but I can't see a reason why a trial should be any different.
Unfortunately I'm not sure about licenses as I luckily inherited an environment in which someone else had already completed the basic install. Assuming you'll want to demo the mobile client you'll need a RESCO license. At the time we had a trial RESCO license installed so I assume a trial license is available.
I seem to remember that we did have the some sample data that could be uploaded. But I hit a problems loading it. (The demo data didn't seem great!)
I ended up creating the data I needed manually. Which took quite a bit of effort as I was learning FieldOne at the same time. But the videos on the FieldOne University site really helped. Their training material was pretty good.
Plus I found creating "bespoke" demo data that made sense to our potential customer made sense. FieldOne is very flexible. I found for a demo needed to be cut down to focus on just the areas our customer needed. As otherwise the demo was going to confuse them.
thanks for your reply Neil
I contacted FieldOne and they have some great training for Microsoft Partners.
I used the FieldOne University there are loads of videos. They do have some trial data to import as well.
I got a trail License and managed to install FieldOne on a CRM trial.
FieldOne functionality is quite extensive, I can see why Microsoft purchased them.
It is good to hear that they have some trial data, where can we find it? Is there any link to download it? Im also preparing some Demo environment but until now I don't have any Sample Data to FieldOne.
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