Financial Services training environment preparation

Intermediate
Business User
Functional Consultant
Microsoft Cloud for Financial Services
Industry Solutions

This module explains the process of obtaining a training environment that you can use for all subsequent modules in this learning path. Microsoft Cloud for Financial Services is a conflux of Microsoft Dynamics 365 and Microsoft 365. To take advantage of the Cloud for Financial Services solution and the rest of this learning path, we recommend that you have access to both clouds. If you already have a Microsoft 365 tenant and licenses for all Microsoft Cloud for Financial Services apps, then you can skip this module and go on to the next module in this learning path.

Learning objectives

In this module, you will:

  • Learn which applications are required to deploy Microsoft Cloud for Financial Services.
  • Learn how to obtain trial licenses for all Microsoft Cloud for Financial Services required applications.
  • Learn how to set up a Microsoft Cloud for Financial Services training environment.

Prerequisites

You must have a Global Administrator role in your Microsoft 365 tenant to complete the exercises in this module.