Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Setting Up Dynamics 36...
Customer experience | Sales, Customer Insights,...
Answered

Setting Up Dynamics 365 Sales for first time

(0) ShareShare
ReportReport
Posted on by TheodoreS 5

We just purchased 3 licenses for Dynamics 365 Sales Enterprise and assigned them to users, but can not figure out how to access the system for the 3 users to start using. Two users have Mac OSX computers and the third one is using a Windows 10 system. All three users already have accounts with Office 365 E5 and the Dynamics 365 Sales has been added under the same user accounts. How do I setup the users to start using Dynamics 365 Sales. This is our first time working with any of the Dynamics 365 products.

Looks online I have seen that the users should be using Sales Hub to access features, but have not been able to get the App to show as an option. I am not seeing any Dynamics 365 apps showing in my Microsoft 365 portal.

I might be missing something basic or simple, but I have not been able to find a way of accessing Dynamics 365 Sales on either the Mac or Windows computer.

I have also tried reaching out to Microsoft support, via a trouble ticket under the Power Platform admin center, but have not had any response from them yet.

Any help would be appreciated.

  • Knason-TekSource Profile Picture
    Knason-TekSource 5 on at
    RE: Setting Up Dynamics 365 Sales for first time

    Theo, We have the same problem. If you find an answer, let me know. I'll do the same. And BTW, I have access to the Sales Hub it's everyone else who doesn't. the environment is provisioned, The users have been assigned a license, the users have been assigned a role, The app checker states that the users have the proper privileges and still the app won't show up with the rest of their apps.

  • TheodoreS Profile Picture
    TheodoreS 5 on at
    RE: Setting Up Dynamics 365 Sales for first time

    Thank you for the assistance, my users are now able to access. It would be helpful if Microsoft made this information easier to find for new users when setting up.

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: Setting Up Dynamics 365 Sales for first time

    Hi TheodoreS,

    You can follow this link. It's explained with many screens

    community.dynamics.com/.../adding-an-additional-environment-for-dynamics-sales

    After the creation of your environment, you need to add users in your environment, Just follow these steps :

    1. Navigate to your environment as shown in the figure below : 

    pastedimage1683889306500v1.png

    Click Now on Add a new user and follow this link to assign a security role to users 

    Configure user security in an environment - Power Platform | Microsoft Learn

    Hope that's helpful for you 

    Please mark answer as verified if that's helpful for you ! 

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Setting Up Dynamics 365 Sales for first time

    Hello Theodore.

    You added the licenses but: Have you provisioned an environment?  You have steps on https://learn.microsoft.com/en-us/power-platform/admin/create-environment#steps.  Basically:

    1.  go to Admin.powerplatform.com
    2. on the left menu choose "environments"
    3. ON the upper menu, click "Create".  This will popup a small window on the right side.
    4. Complete the fields with the "Name", Environment type (Production), Description.  YOu need slide to Yes when it asks for Add a Dataverse Database.
    5. ON the next window, select the language and currency of your choice.  You can also try to type an URL.  
    6. THe most important part:  you should have a slide to "deploy D365 Apps" and then a list with the possible apps to deploy.  In here, you should select "Sales".
    7. ON the last step, you need to add a security group (recommended). If you don't have one, then you select "none".

    Provisioning usually takes about 5-10 minutes.  After that, all users with a license are automatically synchronized.  

    The other important point would be to assign a security role to those licensed users: Are they all going to be Sales Persons? Sales Managers? Customer Service Representatives?  Based on that definition, as an administrator, you can follow the instructions on https://learn.microsoft.com/en-us/power-platform/admin/assign-security-roles  to assign the right security roles to each one of those individuals.

    Regards,

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

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans