Hello,
I was using Microsoft Dynamics 365 CRM Sales Trial with the following user account:
User: Erp@fmsuae.onmicrosoft.com
The 30-day Microsoft Dynamics 365 CRM trial period has now expired, and I would like to purchase a Microsoft Dynamics 365 CRM Sales Professional license to continue using the same account and start the actual CRM implementation.
The Procurement Department will purchase the following license:
- License: Microsoft Dynamics 365 CRM Sales Professional
- Quantity: 1 User
- Validity: 3 Months
I would like to know the correct steps to assign the purchased CRM license to the existing user account (Erp@fmsuae.onmicrosoft.com) that was used during the trial period.
My goal is to continue using the same CRM environment without creating a new user and start working on the CRM implementation, including master data upload, system configuration, customization, and testing.
Could you please provide the step-by-step procedure to:
- Assign the purchased Microsoft Dynamics 365 CRM Sales Professional license to the existing user.
- Transition from the trial CRM access to the purchased license.
- Verify that the user has the required CRM permissions and access after assigning the license.
- Confirm that the existing CRM environment, data, configurations, and customizations will remain available.
I would appreciate clear guidance to complete this process quickly, as I need to start the CRM implementation activities and avoid any delay due to license activation or user configuration.
Thank you.
