Setting Up Dynamics 365 Sales for first time

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Posted on by TheodoreS

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.

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PerezAguiar Microsoft Employee on at

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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,

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Mohamed GRAIB 2,504 Moderator on at

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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 :

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 !

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TheodoreS 5 on at

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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.

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Knason-TekSource 5 on at

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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.

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