web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
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?)

(0) ShareShare
ReportReport
Posted on by

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
    venkatsr Profile Picture
    User Group Leader on at

    Hi,

    Could be license issue.

  • Community Member Profile Picture
    on at

    Thanks you for recommending me. ^^

  • Suggested answer
    Shaina Profile Picture
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 24 Super User 2025 Season 2

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 24 Super User 2025 Season 2

#3
TAHER Mehdi Profile Picture

TAHER Mehdi 14

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans