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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / credit card details re...
Customer experience | Sales, Customer Insights,...
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credit card details requirement in MS Dynamics 365 CRM free trial

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Posted on by CU10081301-2 4
Why credit card verification is required in free trial of MS dynamics 365 sales CRM.
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  • Suggested answer
    Quartzite Profile Picture
    Quartzite 135 on at
    credit card details requirement in MS Dynamics 365 CRM free trial

    Credit card verification is required in the free trial of Microsoft Dynamics 365 Sales CRM for several important reasons:

    1. Preventing Abuse and Fraud: By requiring a credit card, Microsoft ensures that trial sign-ups are genuine and helps prevent misuse, such as people creating multiple fake accounts just to keep using free trials repeatedly.
    2. Identity Verification: The credit card acts as a form of identity verification, helping Microsoft confirm that the user is a real person or a legitimate business.
    3. Smooth Transition to Paid Subscription: If you decide to continue using Dynamics 365 Sales after the trial ends, having the payment method already on file makes it easier to convert your trial into a paid subscription without interruption.
    4. Compliance and Security: For enterprise-grade products like Dynamics 365, Microsoft must comply with various regulations and standards. Credit card verification helps Microsoft maintain compliance, particularly related to billing and user accountability.
    5. Resource Allocation: The platform reserves cloud resources and licenses during your trial. Having payment details helps manage these resources efficiently and ensures serious users get priority.
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,269 on at
    credit card details requirement in MS Dynamics 365 CRM free trial

    Hi,

    Microsoft may require credit card verification during the free trial sign-up for Dynamics 365 Sales CRM to:

    1. Verify Identity: Helps prevent abuse of the trial system by ensuring that sign-ups are legitimate.
    2. Enable Seamless Transition: Allows users to easily convert the trial into a paid subscription without service interruption.
    3. Regional Compliance: In some regions, payment method verification is required for regulatory or billing reasons.

    Rest assured, you won’t be charged during the trial period unless you explicitly choose to upgrade.

    Let me know if you need help navigating the trial setup or exploring features!

    Best regards,
    Daniele

  • Daniyal Khaleel Profile Picture
    Daniyal Khaleel 296 on at
    credit card details requirement in MS Dynamics 365 CRM free trial
    • Free trials can be abused (e.g., bots, repeated sign-ups, spam activity).
    • Credit card checks help Microsoft verify that a real person is signing up and limit multiple trial creations by the same user
    • If you decide to convert to a paid plan after the trial, having a card on file simplifies the process.
    • But you’re not charged automatically at the end of the trial — unless you explicitly upgrade
     

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