Deploy and configure prerequisite components

Completed

In the previous module, we showed all the licenses needed for the pre-requisite platforms and how to acquire trial licenses for them. In this module, we'll go through the details of how to install the pre-requisite components needed and how to configure them before we can proceed to install the Microsoft Cloud for Financial Services.

Task 1: Install Dynamics 365 Customer Service environment

In this task, we'll create a Dynamics 365 Customer Service Trial Environment. This is the Dynamics 365 Environment in which the FSI Data model and Applications are installed on. Capabilities such as Banking Customer Engagement use the Dynamics 365 Customer Service.

  1. Navigate to Dynamics 365 free trial.

  2. Select Try for free on Dynamics 365 Customer Service card.

    Screenshot of the Dynamics 365 Customer Service card with try for free button.

  3. Enter the user email of the tenant administrator of the newly created Tenant that was created in the previous steps and select Start your free trial.

    Screenshot of the start your free trial button.

  4. Fill the relevant information in the following screen and select Submit.

    Screenshot of the country/region and phone number fields with submit button.

  5. The newly created Customer Service workspace application is launched.

    Screenshot of the Customer Service workspace application.

  6. Copy and note the root URL of the launched application. It will be of the format Error! Hyperlink reference not valid.... This URL will be referenced at a later step.

  7. Using your tenant administrator credentials, navigate to https://admin.powerplatform.com and select Environments. The newly created Customer Service Environment will be named as Customer Service Trial.

  8. Select Customer Service Trial to open the Environment details.

    Screenshot of the customer service trial.

  9. Select Edit and update the name of the organization to your preferred name and the URL to your preferred URL and select Save.

    Screenshot of the edit details view with name, U R L, Type, Refresh cadence, Purpose, and Security group fields.

Task 2: Install Customer Insights environment

In this task, we'll walk through the Customer insights installation process.

  1. Navigate to Dynamics 365 Customer Insights.

    Screenshot of the welcome to Customer Insights message with country/region menu and continue button.

  2. Select an appropriate country/region and select Continue. The Home page is launched as seen below.

    Screenshot of the Customer Insights home page.

  3. Select Sign up for trial at the top right corner of the page.

  4. This launches the Customer Insights trial experience. Enter the same tenant email address that you have been using so far, and select Next.

    Screenshot of the Customer Insights trial sign up.

  5. Select Sign in.

    Screenshot of the sign in button under the let's get you started step.

  6. Update the account info and select Get started.

    Screenshot of the account information with get started button.

  7. Complete the setup by selecting Get started.

    Screenshot of the confirmation details page with get started button.

  8. This relaunches the Customer Insights trial screen. Select focus as Audience Insights.

    Screenshot of the Customer Insights trial with Audience Insights selected.

  9. Choose business as Individual consumers (B-to-C).

    Screenshot of the business set as individual consumers.

  10. Select +New to create a new Customer Insights environment.

    Screenshot of the +new button to create an environment.

  11. Environment Creation Page is displayed. Provide the Name, Keep the Business as Individual consumers (B-to-C), Select the Type and Region as appropriate and select Next.

    Screenshot of the environment creation page with basic information fields.

  12. Input the Data Storage options and select Next.

    Screenshot of the data storage output field.

  13. Provide the Microsoft Dataverse Environment URL that you copied over in Task 1, step 6. This is important to tie the Customer Insights environment to the correct Dataverse endpoint.

    Screenshot of the Microsoft Dataverse environment URL field.

  14. The review page is shown. Review the selections and select Create.

    Screenshot of the review page with create button.

Upon successful creation of the Customer Insights Tenant, you can proceed forward.

Task 3: Add Microsoft Cloud for Financial Services trial licenses

In this step, we'll walk through how to obtain the Microsoft Cloud for Financial Services Trial licenses.

  1. To obtain a trial license for Microsoft Cloud for Financial Services, navigate to this Microsoft Form and fill out the required information.

  2. You'll then receive an email with a URL that contains an offer code that can be used to claim a 30-day trial license for Microsoft Cloud for Financial Services. Once you receive that email, copy the URL, open a new tab while logged into your tenant and paste the URL.

    Note

    Ensure that there are no trailing hidden spaces when copying the URL.

  3. The following confirmation screen is shown.

    Screenshot of the confirmation message with continue button.

  4. It will show the email address associated with your tenant, select Continue.

  5. Select Try now in the Checkout screen.

    Screenshot of the try now button for the Microsoft Cloud for Financial Services Add on.

  6. Select Continue in the order receipt page.

    Screenshot of the continue button in order receipt.

Task 4: Configure prerequisite configurations

Now that we have necessary licenses and the necessary platform elements created, in this task we'll walk through the pre-requisite configurations that need to be set up before Microsoft Cloud for Financial Services Capabilities can be installed.

Configure Teams configurations

In this step, we'll walk through the Teams configuration settings for Microsoft Teams to integrate with Dynamics 365 platform.

  1. Using your tenant administrator credentials, navigate to Power Platform admin center and select your environment.

    Screenshot of the environments list with two environments.

  2. Select the Environment that was created and open its details page. Select Settings.

    Screenshot of the settings button on the top navigation of the Environments window.

  3. The below settings page opens. Select Integration and Select Teams integration settings.

    Screenshot of the settings page with integration > Teams integration settings selected.

  4. Change setting to Yes on Turn on the linking of Dynamics 365 records to Microsoft Teams channels. Change setting to Yes on Turn on Enhanced Microsoft Teams Integration. Select Save.

    Screenshot of the setting toggles set to yes with save button.

Create Power Apps portal

In this task, we'll create a Power Apps Portal that will be used as a sample portal by the Customer onboarding capability.

  1. While signed into your Microsoft 365 tenant, open a new tab and go to Power Apps.

  2. Change your Environment from default to the Trial environment you created in the previous section.

    Screenshot of the trial environment in the upper right of the window.

  3. In the left nav, select Apps and then select +New App > Portal.

    Screenshot of the apps menu with new app button.

  4. Set the new portal properties as shown below and select Create.

    Name: Woodgrove Banking Portal

    Address : fsitrialdemo

    Select Use data from existing website record.

    Screenshot of the portal details with Name, Address, and Language fields.

    Your portal will provision in the background. Proceed only after the Portal provisioning completes.