Dynamics 365 Trial with Customer Service Portal to demo Logging and Updating a Support Case.

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Posted on by GRedhead

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I am trying to setup a Dynamics 365 Trial with the Customer Service Portal to demo Logging and Updating a Support Case.

Does anyone know how to do this please? As i cannot see how to do it, i have in the past but i think the process has changed.

Thanks in advance.

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Have you tried this?

https://trials.dynamics.com/

Popup will show, click the one on the bottom right to continue. Takes you to the below screen.

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GRedhead 270 on at

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Hi Mike, thanks for responding, however I have already done the above, my issue is how is setup a trial Customer Engagement portal on top of this (sorry, probably didn't explain it properly), that i can test logging and creating the cases in the portal and see them in the dynamics.

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Lets see if this works:

Go to - https://admin.powerplatform.microsoft.com/resources/portals

- you might have a portal listed like this.

OR https://make.powerapps.com

- you may be able to create one there as a trial.

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GRedhead 270 on at

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Hi, thanks again, i can see in the make powerapps the Portal from Blank option

but i was looking for the 'Customer Self-Service' portal template site which has what i need already setup.

Do you know how i can select one of the oob portals form dynamics to deploy it? (see below, this is what i am trying to find but do not see it)

I get this instead :-(

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It should be one of the options in the 'start from template' section at the bottom of your screenshot.

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Might get a duplicate, my original reply didnt post.

Look at the bottom of your last screen shot, should be in this part:

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GRedhead 270 on at

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Ahh, i found the issue in Power Apps i was in the wrong environment in the top right once changed they appeared, that was a silly mistake. ,

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