Try Dynamics 365 for Customer Engagement apps (online)

Applies to Dynamics 365 for Customer Engagement apps version 9.x

We're excited about the release of Dynamics 365 for Customer Engagement apps version 9.0 and hope you're eager to try it out. New and existing customers have different options to take a look at Dynamics 365 for Customer Engagement.

Partners and Customizers

If you are a partner signing up on behalf of a customer, or are using this trial for development purposes, go to https://trials.dynamics.com/Dynamics365/Signup/#. You'll have the choice to add your trial to an existing tenant. You will also need to decide which apps to install when you start your trial. For more information on which scenario is right for you, see Installation options below.

New Dynamics 365 for Customer Engagement apps (online) customers

If you're a new customer, we've made onboarding quick and easy. See the following for information on these applications available with Dynamics 365 for Customer Engagement.

On any of the above pages, scroll down and click Get Started to start a 30-day trial. For more information on which scenario is right for you, see the Installation options section below.

Current Dynamics 365 for Customer Engagement apps (online) customers

If you already have a Customer Engagement subscription, there are a couple ways to see the latest version in action.

Start a trial

You can start a 30-day trial of Dynamics 365 for Customer Engagement and try out one or all of the customer engagement applications. This trial uses the Customer Engagement Customer Engagement Plan license.

Note

You're allowed one trial per tenant. If you've already done a trial of Customer Engagement, you cannot do another trial. However, you can reset a Sandbox instance to the latest version or to one of the previous versions. See Use a Sandbox instance below.

To start a trial

  1. Go to https://trials.dynamics.com/Dynamics365/Signup/

    Start trial

  2. Choose an app. You can add more apps later.

  3. If you are customer, fill in the information and choose Get Started (#1).

    -OR-

    If you are a partner signing up on behalf of a customer, or are using this trial for development purposes, choose Sign up here (#2).

For more information about the scenario choices, see the Installation options section below.

Use a Sandbox instance

If you already have a Customer Engagement subscription, you can use a Sandbox instance to try the latest version of Dynamics 365 for Customer Engagement.

Follow these steps to set up a Sandbox instance of Dynamics 365 for Customer Engagement:

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

  2. Click Admin centers > Dynamics 365.

  3. Choose the Instances tab.

  4. Select the Sandbox instance that you want to provision with the latest version of Dynamics 365 for Customer Engagement, and then click Reset.

  5. Select the Target version, and then select Dynamics 365 for Customer Engagement.

    Select a scenario. For more information about the scenario choices, see the Installation options section below.

    Select a scenario to configure your instance

    Tip

    Choose the "None" option to have a blank slate for building your own custom application.

  6. Click Reset.

Installation options

You can choose to start a trial for all Customer Engagement offerings, a mix of offerings, or none. Each choice installs a different set of apps, which are displayed in the app switcher.

Dynamics 365 for Customer Engagement apps app switcher

The following table shows what’s installed for each choice, what you see in the app switcher, and where you can use it.

Installation options App modules installed/shown in app switcher Description Available for
Sales
See: Sales Overview
Sales Full-featured desktop-optimized app for sales scenarios Web
Sales Hub Mobile-optimized app for sales scenarios (Unified Interface) Web and Mobile
Dynamics 365 - custom Full suite of Dynamics 365 for Customer Engagement capabilities, including administration Web
Customer Service
See: Customer Service Overview
Customer Service Full-featured desktop-optimized app for service scenarios (does not include knowledge management capabilities) Web
Customer Service Hub Desktop (recommended for knowledge management only) and mobile-optimized app (recommended for case management) (Unified Interface) Web and Mobile
Dynamics 365 - custom Full suite of Dynamics 365 for Customer Engagement capabilities, including administration Web
Field Service
See: Field Service Overview
Field Service Full-featured desktop-optimized app for field service scenarios Web
Field Resource Hub Mobile-optimized app for field service scenarios (Unified Interface) Web and Mobile
Dynamics 365 - custom Full suite of Dynamics 365 for Customer Engagement capabilities, including administration Web
Project Service Automation
See: Project Service Overview
Project Service Automation Full-featured desktop-optimized app for project service scenarios Web
Project Resource Hub Mobile-optimized app for project service scenarios (Unified Interface) Web and Mobile
Dynamics 365 - custom Full suite of Dynamics 365 for Customer Engagement capabilities, including administration Web
All All apps shown above
Dynamics 365 - custom Full suite of Dynamics 365 for Customer Engagement capabilities, including administration Web
None CRM Hub Mobile-optimized app that provides core CRM functionality, including accounts, contacts, and activities (Unified Interface) Mobile
Dynamics 365 - custom Full suite of Dynamics 365 for Customer Engagement capabilities, including administration Web

See also

Onboard your organization and users to Dynamics 365 for Customer Engagement apps (online)
Business apps in Dynamics 365 for Customer Engagement
Manage Microsoft Dynamics 365 for Customer Engagement apps (online) instances
Manage subscriptions, licenses, and user accounts