Dynamics 365 Field Service trial FAQ

Sign-up

What are the system requirements for the trial?

This app is a cloud-based service that doesn't require special software other than an up-to-date web browser, though some restrictions apply. For the best trial experience, avoid accessing the trial site in incognito mode. Learn more about web application requirements.

How do I sign up for the trial without a Microsoft 365 tenant?

You can enter a non-work email address and we'll create an account and tenant for you.

Can I sign up for trial using a personal email ID that's not associated with a Microsoft account?

You can use a personal email ID. But you won't be able to access Power Platform admin center to add more users to the trial, change security roles, or extend the trial period.

Can I sign up for multiple Dynamics 365 apps such as Sales, Marketing, and Customer Service?

Yes, you can. To view all available trials, visit the trial hub page. You can use the same email account to sign up for different trials. However, it isn't possible to have multiple apps on the same trial site. Each trial will be on a different tenant and URL. The trial data isn't shared across apps.

Trial app

I didn't receive the trial details email after signing up, what should I do?

When you sign up for the trial, you'll receive an email with the trial details. If you don't see the email in your inbox, check your spam folder. Alternatively, use the following steps to access your app:

1. Go to trial site and select Try for free.
2. Enter the email ID that you used, to sign up for the trial. You'll be redirected to your trial app by the system.

How do I add more users to a trial?

To add users, go to the Microsoft 365 admin center using the trial admin account. Follow the admin center guidance to add users up to the trial license limit. If the user you're adding already has a Microsoft 365 account, assign them an appropriate security role in the trial org. For more information, see Assign a security role to a user.

How many users can I add to my trial environment?

You can add an unlimited number of users to the trial environment.

How do I reset the trial environment?

You can't reset the trial environment. However, you can wait for the trial period to end and then sign up again for a new trial.

How do I extend the trial?

You can extend the trial for another trial period in the admin center. For instructions, see Extend your trial. You can extend your trial once.

How do I cancel the trial?

If you have signed up for the trial using a managed Microsoft Entra ID account, you can request your Power Platform admin to delete the trial environment. If you have signed up using your personal account, you can't cancel the trial manually. The trial will expire after the 30-day trial period and the trial environment is automatically deleted.

Can I convert the trial to a paid license?

Yes, you can purchase licenses through direct credit card purchase. You can also work with sales to establish a volume licensing or enterprise agreement. For more information on pricing and purchasing, visit our pricing page.

To purchase the license using an existing account, work with the administrator of the account to apply for licenses.

After you've applied for the license to your tenant, you can publish your environment to production. You can remove the sample data. However, you have to manually reset the configuration and remove any test data that you've added. We recommend that you create a fresh environment to use for your production environment and add the configurations you’d like to move forward with.

What are the trial limits and quotas?

The following limitations apply for the trial:

• The trial is available to you for 30 days. After that, you can request for an extension for another 30 days, buy a paid license, or sign up for a new trial.
• The trial will expire if there’s no activity on the app for 14 consecutive days. Expired trials can't be reactivated. However, you can start a new trial.
• You can have only one active trial per app at a time. You can sign up again after your current trial for the app ends.

Field Service-specific questions

How do I start using the trial?

After you sign up for the trial, you'll arrive on the app's main screen. The main screen provides links to user guides and tutorials. To learn more, visit the links in the additional resources on the trial setup page.

What features are available in the trial?

The trial comes with guided tours and videos that highlight key product features for you to try.

• Follow the guided tours on the Get started page to learn how Field Service can help your business schedule work intelligently and deliver proactive service using smart device alerts.

• Download the mobile app and follow the guided tour to learn how your frontline workers can use the app to manage their day and increase their first-time fix rate.

• Set up your frontline workers and customer accounts, create and schedule work orders, and analyze your field service operations, so you can see how Field Service works with your own business data.

How do I remove sample data from the trial?

Sign into your trial environment. On the Get Started page, there's a Remove sample data section at the bottom of the screen. Select the Remove button to remove all sample data from the trial.

Note

If you created new records that referred to the sample data, sample data deletion will fail. For instance, you created a work order with the sample Incident Type Installation. In this case, the Installation incident type will not be deleted.

To see additional bulk delete job details, go to Advanced Settings > Settings > Sample Records Delete.

How do I restore sample data?

You can't reimport sample data at this time. To get a fresh dataset, you must wait for your trial to expire and start a new trial.

Which geographical regions are supported in the trial version of Field Service?

For the list of geographical regions supported in Field Service, see Datacenter regions.

Which languages are supported in the trial version of Field Service?

For the list of languages supported in Field Service, see Language availability.