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Microsoft Dynamics CRM (Archived)

Change the Dynamics Version (customer service to sales)

Posted on by Microsoft Employee

Hi,

I've signed up to a one month trial of Dynamics 365 but it looks like I've signed up to the wrong one. I wanted to trial Dynamics 365 for Sales but in my niavety I seem to have set up Dynamics 365 CRM. How do (or can I) change change this? 

Currently when I open https://home.dynamics.com/, under "My Apps" I see "Customer Service" and "Customer Service Hub". I want to change this so I see Sales, is this possible? I realise I can click on "add more apps that work with Dynamics 365 but I think what I need to do is change the subscription type from CRM to Sales.

Thanks for any advise

Paul

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change the Dynamics Version (customer service to sales)

    Hi Paul,

    Which Dynamics 365 plan suite do you subscribe? You could check it navigating by Office 365 Admin Center-Billing-Subscriptions. We need to check whether you have subscribed Dynamics 365 for Sales. You could refer the following screenshot.

    I have applied Dynamics 365 Customer Engagement Plan Enterprise Edition Trial, and this subscription includes Dynamics 365 for Sales.

    7573.3.PNG

    So I could see Sales in my CRM instance.

    7573.3.PNG

    5381.2.PNG

    I hope this will work for you. If it works, please Mark this answer as Verified. Thanks.

    Best Regards,

    Judy

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