Sign up for a free trial of Dynamics 365 Sales Professional
With Microsoft Dynamics 365 Sales Professional, you can streamline your sales processes, shorten sales cycles, and integrate seamlessly with Microsoft Office 365 and LinkedIn, helping you to close deals and achieve your quota faster.
Sales Professional trials are fully functional, but limited to 30 days. Each Sales Professional trial comes preinstalled on a dedicated trial instance. You can't install a Sales Professional trial on an existing instance.
Dynamics 365 Sales Professional is a cloud-based application that runs on a Microsoft 365 tenant*. Your tenant hosts your cloud applications (including Microsoft 365 and Dynamics 365), provides user and license management, and more. The procedure for setting up your trial depends on whether you already have a managed tenant (a tenant where Azure Active Directory is available), an unmanaged tenant, or no tenant at all.
If you already have a managed tenant, you can sign up for the Dynamics 365 Sales Professional trial by following the instructions in the section Installation steps when you belong to an existing Microsoft 365 tenant.
If you don’t have a Microsoft 365 tenant, you can sign up for the Dynamics 365 Sales Professional trial by following the instructions in the section Installation steps when you don't belong to an existing tenant.
If you already have an unmanaged tenant and prefer to continue using it, then you must first convert it to a managed tenant. For more information, see Take over an unmanaged directory as administrator in Azure Active Directory. Then continue with the steps in the section Installation steps when you belong to an existing Microsoft 365 tenant.
Installation steps when you belong to an existing Microsoft 365 tenant
Go to the Dynamics 365 Sales Professional marketing page.
To sign up for a 30-day free trial, select Try free.
In the Step up to Sales Professional page, enter your work email address and then select Sign up.
Based on the email address, if you are found to belong to an existing Microsoft 365 tenant, you’ll be asked to sign in using your email address. Select Sign in.
Important
If you don't belong to an existing Microsoft 365 tenant, follow the steps outlined in Installation steps when you don't belong to an existing tenant.
To sign in, enter your password, and select Sign in.
Review the terms and conditions and the privacy policy, and then select Start.
While the app is being set up for you, you’ll see the features and capabilities that the app offers:
When the app is ready, you’ll see the message “Your trial is ready! We hope you enjoy using Sales Professional”. Select Let’s go.
You’ll be redirected to the Sales Professional app page.
On launching the app, you'll see an interactive dashboard that provides a view of the Sales pipeline, Leads, Opportunities, Activities, and Sales Leaderboard based on preloaded sample data. To see the visual filters as illustrated below, select Show Visual Filter in the dashboard command ribbon.
Installation steps when you don't belong to an existing Microsoft 365 tenant
Go to the Dynamics 365 Sales Professional marketing page.
To sign up for a 30-day free trial, select Try free.
In the Step up to Sales Professional page, enter your work email address and then select Sign up.
Because your email address doesn't belong to an existing Microsoft 365 tenant, you can sign up for a Sales Professional trial by creating a new managed tenant for your organization and becoming an administrator of the tenant.
To get started, select Dynamics 365 Sales Professional 30-day admin trial.
On the trial sign-up page, select your country or region, enter your first name, last name, work email address, business phone number, organization name, and organization size, and then select Next.
To create an account, enter your username, organization name, and password, and review the terms and conditions and Microsoft Privacy Statement. Then, select Create my account.
Select Text me or Call me and enter your phone number for verification.
Enter the verification code that you receive on your phone and select Next.
While your tenant and user account are being created, you'll see the sign-in page URL and your user ID. Make a note of these details because you will need them later to sign in to your trial.
After your account is set up, select You’re ready to go.
You’ll be redirected to the Microsoft 365 admin center. Select Get started.
Go to All admin centers > Dynamics 365.
Select the None of these. Don’t customize my organization check box and then select Complete Setup.
After the setup is complete, go to the Dynamics 365 admin center, and on the Instances tab, select the Dynamics 365 Sales Professional solution, and select Install. Accept the Terms of Service to start the installation.
When the installation is complete, sign in to Sales Professional to start your trial.
Important
You won’t get any email notification on signing up for the trial or when the trial is about to end. When the trial ends, the trial instance and the data in the trial instance will be deleted.
See also
Help resources for Dynamics 365 Sales Professional
Dynamics 365 Sales Professional troubleshooting guide