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 ?
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
Hi gregbooth2,
You can select customer service app, which can make you crate contact, case, or other entities.
Hi gregbooth2,
Yes
You need to select Create Database For this environment then
Enable Dynamics 365 Apps
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,253 Super User 2024 Season 2
Martin Dráb 230,188 Most Valuable Professional
nmaenpaa 101,156