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Session Id :
Customer experience | Sales, Customer Insights,...
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D365 Sales / Test-Account

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I am trying to use D365 "Sales" as a testversion. This to discover the basic functionalites and to advise SME to use MS Dynamics 365 or not.

So far so good. The registration with 2 users was OK. The testlicense is listed and as well visible in both profiles.

But the APP of MS Dynamics 365 is missing.

Is there any hint how I can access the Dashboard of Dynamics?
And to clear my irritations regarding the titels: Is the part "Sales" still on or is it called CRM or else?

Thank you for your support.

pastedimage1669115320464v1.png

I have the same question (0)
  • Luis Arellano Profile Picture
    36 on at

    Hello,

    Could you provide more details please? Do you have your CRM/CE environment but when you click on the apps "Sales Hub" is not there?

    pastedimage1669180790748v2.png

    Or are you missing the complete evironment?

    If you navigate to https://admin.powerplatform.microsoft.com/environments

    Do you see it there? If not, you can create a new one. You can follow the steps in this link Create and manage environments in the Power Platform admin center - Power Platform | Microsoft Learn Remember to create a databse for the environment and to enable Dynamics 365 apps.

  • Leco Lv Profile Picture
    on at

    Hi partner,

    Sales Hub is a free app from Microsoft that's preinstalled. It comes with several core and premium features to help you quickly get started with Dynamics 365 Sales. Please refer to this link to find your app.

    Use the Sales Hub app to access Dynamics 365 Sales features | Microsoft Learn

    First you need to log in to the: make.preview.powerapps.com

    pastedimage1669185359937v1.png

    Also, I'm not sure what you mean by dashboard, are you looking at the dashboard?

    pastedimage1669185367246v2.png

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