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.

Installation steps when you belong to an existing Microsoft 365 tenant

  1. Go to the Dynamics 365 Sales Professional marketing page.

  2. To sign up for a 30-day free trial, select Try free.

    Choose Try free option

  3. In the Step up to Sales Professional page, enter your work email address and then select Sign up.

    Sign up using your work email address

  4. 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.

    Sign in using your email address

    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.

  5. To sign in, enter your password, and select Sign in.

    Enter your password

  6. Review the terms and conditions and the privacy policy, and then select Start.

  7. While the app is being set up for you, you’ll see the features and capabilities that the app offers:

    Sales Professional capabilities

  8. 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.

    Screen showing that the trial is ready

    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.

    Sales dashboard showing important sales data

Installation steps when you don't belong to an existing Microsoft 365 tenant

  1. Go to the Dynamics 365 Sales Professional marketing page.

  2. To sign up for a 30-day free trial, select Try free.

    Choose Try free option

  3. In the Step up to Sales Professional page, enter your work email address and then select Sign up.

    Sign up using your work email address

    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.

    Sign up for the Dynamics 365 Sales Professional admin trial

  4. To get started, select Dynamics 365 Sales Professional 30-day admin trial.

  5. 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.

    Sign-up page to enter your details

  6. 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.

    Create your user ID

  7. Select Text me or Call me and enter your phone number for verification.

    Phone verification setup

  8. Enter the verification code that you receive on your phone and select Next.

    Enter phone verification code

  9. 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.

    Save your sign-in information

  10. After your account is set up, select You’re ready to go.

    Select You're ready to go

  11. You’ll be redirected to the Microsoft 365 admin center. Select Get started.

    Microsoft 365 admin center

  12. Go to All admin centers > Dynamics 365.

    Select Dynamics 365 from All admin centers page

  13. Select the None of these. Don’t customize my organization check box and then select Complete Setup.

    Select apps

  14. 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.

    Install Dynamics 365 Sales Professional solution

  15. When the installation is complete, sign in to Sales Professional to start your trial.

    Sales Professional Welcome screen

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