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Service | Customer Service, Contact Center, Fie...
Suggested Answer

I can't access Dynamics 365 Customer Service Professional (In the first time, Not sure how I need to setup?)

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I can't access Dynamics 365 Customer Service Professional (In the first time, Not sure how I need to setup?)

So I buy licenses two types, is Dynamics 365 Customer Service Professional and Dynamics 365 Sales Professional.

I have the same question (0)
  • Suggested answer
    Shaina Profile Picture
    Microsoft Employee on at

    Hi, 

    Since you have purchased the licenses, here is an overview of the next steps: 

    -Create users in Office 365 and assign the purchased licenses to the users for them to be able to access Dynamics. Refer: https://docs.microsoft.com/en-us/power-platform/admin/create-users-assign-online-security-roles

    -Login to the Power Platform admin center as a Global administrator and create an environment with a database and the required Dynamics apps enabled. Refer: https://docs.microsoft.com/en-us/power-platform/admin/create-environment and https://docs.microsoft.com/en-us/power-platform/admin/create-environment#create-an-environment-with-a-database

    -Once the environment is provisioned, click open the environment from the Power Platform admin center and it is ready to use. It will look something like this: 

    pastedimage1598552653353v1.png

    -For additional users who have the Dynamics licenses assigned, you will need to have security roles assigned by the Global administrator within the environment. Refer: https://docs.microsoft.com/en-us/power-platform/admin/create-users-assign-online-security-roles

    Hope this helps. 

    Regards,

    Shaina

  • Community Member Profile Picture
    on at

    Thanks you for recommending me. ^^

  • Suggested answer
    venkatsr Profile Picture
    User Group Leader on at

    Hi,

    Could be license issue.

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