Manage instances

You manage your Dynamics 365 for Customer Engagement instances from the Dynamics 365 admin center.


In some documentation we previously referred to Dynamics 365 (online) when we were talking more specifically about Dynamics 365 for Customer Engagement applications (apps). We have changed this in our current documentation so that it’s clear when we are referring to the collection of apps that include Sales, Customer Service, Marketing, Field Service, Project Service Automation, and their related services rather than the whole Dynamics 365 product family of applications and services, which includes Finance and Operations, Talent, Retail, and Business Central. You may still see “Dynamics 365 (online)” in some user interfaces (UI). Those strings refer to Dynamics 365 for Customer Engagement apps.


Consider using the less privileged service admin role instead of the global admin role. See Use the service admin role to manage your tenant.

  1. Browse to the Microsoft 365 admin center and sign in using Global administrator credentials.

  2. Choose Admin > Dynamics 365

This section provides information on how you add or edit instances of a Dynamics 365 for Customer Engagement apps subscription and set up additional non-Production (Sandbox) instances.

See also

Terminology used in the product and documentation