Add user in dynamics 365 trial

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Posted on by CRMexplorer

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Hi,

I successfully created a dynamics 365 trial but I also want the others to be able to access it. How can I do that? Because whenever I try adding one it directs me to user license which we don't have

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Stanley Lai 295 on at

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RE: Add user in dynamics 365 trial

Check this article:

https://blogs.technet.microsoft.com/lystavlen/2018/09/05/how-to-add-users-to-a-dynamics-365-for-marketing-trial/
Community Member Microsoft Employee on at

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RE: Add user in dynamics 365 trial

Judy,

Our Commercial Team is considering using the Dynamics 365 Customer Engagement Plan. We already use Office 365 E3. I've been trying to set up a 30 day trial for them with varying success. I have downloaded the Apps for sales (and marketing) and then sent others in the team the link that you mention above so they can "join" my trial group. One person this successfully, but for others I get the error

"Request not Processed" -- followed Technical details saying "Tenant Administrator False".

I cannot understand why this happens in some cases and not in others???

Any help appreciated,

Bill
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Community Member Microsoft Employee on at

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RE: Add user in dynamics 365 trial

Hi,

Attached.

If your Dynamics 365 instance type is Trial, you could ask the others to apply for joining your organization by clicking the link below.

https://port.crm.dynamics.com/G/TrialInstances/TrialInstancePicker.aspx?redirect=False&country=US&lang=en-US&isSmb=False

Then, your mailbox will receive an email if you are administrator. Click Approve. The window below will show that.

Hope it helps.

BR,

Judy

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Appreciate to Mark as Answer if it is helpful.
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Pawar Pravin 5,227 on at

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RE: Add user in dynamics 365 trial

Hi Jane,

You can add users in CRM using Admin Panel. Simply go to the admin panel and select users option.

Before that make that you have rights to create user.

Once you create user please do wait 5 mins and check in Setting -> security -> Users

Thanks
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Rawish Kumar 13,756 on at

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RE: Add user in dynamics 365 trial

When you have setup your trial - you would have selected the organization size seuch 2-4 or 5-10?

those number of users you can add. to do this go to admin center/admin portal> from left navigation select users > click on add users > in the new screenshot add username password and select the role to admin or normal user as required and click on add.

when you come back to CRM from security > settings > users> you will see the user has been created.

for more : docs.microsoft.com/.../create-users-assign-online-security-roles

mark my suggestion as verified if helpful.
Community Member Microsoft Employee on at

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RE: Add user in dynamics 365 trial

Hi,

First, could you kindly check which license you have in the Office 365 Admin Center? To check whether you have Dynamics 365 related license such as Dynamics 365 Customer Engagement Plan Enterprise Edition?

If you have, and you are Global administrator, you need to create a user account in the Office 365 Admin Center. Give the license to the user you want to add to Dynamics 365 navigating by Admin Center-Active users.

Second, go to Dynamics 365 instance, assign a security role to a user.

For more information, you could take a look at the following article.

docs.microsoft.com/.../create-users-assign-online-security-roles

Hope it helps.

BR,

Judy

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Appreciate to Mark as Answer if it is helpful.