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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Setting up D365 for Ma...
Customer Insights - Journeys forum

Setting up D365 for Marketing Trial

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Posted on by kcpacker85 160

I'm stuck on next steps when attempting to configure a D365 for Marketing trial.  We currently have a marketing application in an unconfigured state on the admin portal, and an existing D365 trial instance (which MSDN states is needed).  When I get to the setup wizard I cannot proceed further.  I don't know what else to do to proceed? 

ISSUE 1: If I try to put in a brand new portal name for my webpage, I receive this message "No portals are available for your selected D365 organization"

Capture.JPG

ISSUE 2: If I first configure a portal with a unique name, then GO BACK to configure Marketing with that new portal URL, I receive this message "Your selected portal name is already in use, please choose a different one"

3107.Capture2.JPG

Am I missing a critical step during the setup?  Very frustrating how hard this is.  Any advice would be greatly appreciated!

Categories:
Setup and Upgrades
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  • Suggested answer
    megcda Profile Picture
    megcda 2,192 on at

    Hi MM,

    A Marketing trial will provide a portal for you to use and all you have to do is provide the name as you were doing in the First Run Experience (FRE) wizard you show above.  It looks as though you or someone else tried to configure the portal separately.  The FRE installation wizard will look for a free portal to use for the setup.  You will need to reset the portal that you tried to configure and then run the FRE again.  The FRE will configure the portal as part of the setup.

    Good luck!

    Megan

    If this answered your question, please mark as Verified!

  • pdr469 Profile Picture
    pdr469 183 on at

    I'm running into this as well. I'm attempting to enter a portal name that doesn't exist (or I don't think it does) but I get the "No portals are available" message. Since this is a trial environment I've spun up, shouldn't I be able to enter some random portal name as long as it's unique?

  • pdr469 Profile Picture
    pdr469 183 on at

    I need to add that I also made sure my previously configured portal was reset and so I'm not sure why it won't accept a brand-new portal name in that case.

  • megcda Profile Picture
    megcda 2,192 on at

    A portal downloads as part of the Marketing trial and yes, you should be able to name it whatever - except "portal".  Did you not just run the FRE when you downloaded a trial?  How did the portal get configured?  I should add that the portal is just a portal add-on, not a Community or Base portal.

  • pdr469 Profile Picture
    pdr469 183 on at

    Here's what I did:

    1. Signed up for a D365 for Customer Engagement Trial that included Sales

    2. Logged into that instance and went to the D365 Admin Center

    3. Went to Applications in the admin center and found Dynamics 365 for Marketing

    4. Choose "Manage" which brought up the wizard

    The reason I did it this way is because I didn't have the Dynamics 365 for Marketing app option available on https://trials.dynamics.com and I didn't know how else to get it. When I received the "No portals are available" message in the beginning, I thought maybe I needed to configure the portal so I tried that but of course it switched to "portal is already in use".

    It sounds like my issue is that I should have chosen some additional D365 for Marketing trial download option and I have bypassed that somehow? If you have the link for that, then that would be great.

  • Suggested answer
    pdr469 Profile Picture
    pdr469 183 on at

    Just for anyone else searching and running into the same problem I did, I ended up finding the solution. The problem was I never actually found a download link for the D365 for Marketing trial because Microsoft had removed it from the front page on https://trials.dynamics.com.  

    Also, there is an issue right now with the trial license where it is not compatible with a D365 for Customer Engagement trial which is what I was trying to use. So I ended up having to spin up an O365 trial license to use the app with and that worked just fine. Once I received the actual trial email with the link, then I was able to enter my portal name without issue.

  • megcda Profile Picture
    megcda 2,192 on at

    If you need a trial, please apply at dynamics.microsoft.com/.../get-started.

    Thanks,

    Megan

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