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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Best App to use for a ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Best App to use for a new instance of dynamics 365

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Posted on by gregbooth2 115

Hi

We already use Dynamics 365 and powrerapps - but all of our instances have got specialised custom apps created by third parties.

We have a new part of our org that needs a basic CRM and we are thinking about using Dynamics

To try this out (demo) mode we will create a new sandbox instance and assign the person in the bussiness a license (Customer service license).

Then see if the out of the box functionlaity will do - create a contact, create a case etc.

Do we need to choose to install Dynamics 365 apps when creating the instacne - and if there is a choice of apps - what App should they select ?

I have the same question (0)
  • Suggested answer
    Ram Prakash Duraisamy Profile Picture
    Ram Prakash Duraisamy 2,287 on at

    Hi gregbooth2,

    Yes

    pastedimage1630595020908v1.png

    You need to select Create Database For this environment then

    pastedimage1630595077271v2.png

    Enable Dynamics 365 Apps

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi gregbooth2,

    You can select customer service app, which can make you crate contact, case, or other entities.

    Introduction to Customer Service | Microsoft Docs

    pastedimage1630635597203v1.png

  • Community Member Profile Picture
    Community Member on at

    Hi,

    To try it out you can install customer service app which satisfies your requirement to include provided entities by you. We use that for customer demo as well.

    Thanks,

    Goloknath

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