One of the first things you want to get done is to spin up a Project Operations Trial environment. Here’s how you do it!
Note that no Credit Card is required for a Project Operations trial environment.
Project Operations Trial Environment
Here’s how you start a Project Operations trial environment –
- Navigate to https://trials.dynamics.com/ which will be redirected to https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/ and the page you’ll see will be something like this –
- Scroll down on the page till you see the option for Project Operations. Click on Try for free.
- Once you click on Try for free, you can enter a new email on which you want to start a trial. I’ve come up with a sample email which I haven’t used before. I prefer not to enter an email/username which I already use.
- Click Next and then you can select Setup my account.
- Then, you can validate/enter the details which would be something like this and click Next.
- Then, choose if you want to receive an OTP via Text or a Call. Text is my preferred way so I selected that and clicked on Send verification code.
- I received an OTP which I entered as asked on the next pane and clicked Verify.
- Further, I’ll be shown the login details of the trial environment I want to create. Once this is done and I save the information, I click on Next.
- Then, you’ll be shown the details of the environment you’ll be provisioning. Save this info before proceeding.
Next, click on Start using Dynamics 365 Project Operations (CE) – Preview Trial. It’ll redirect you to the questionnaire page on a new tab where you’ll need to answer the questions before choosing the Deployment Type.
Deployment Type Questionnaire
As we left off from the Step #9 in the above section, you’ll be taken to a questionnaire Wizard in order to provision a Project Operations trial –
- Yes to managing Opportunities as they move through the process.
- Yes to requiring advance or extensible resource management.
- Yes to requirement of workflow for approval of Time and Expense.
- No to advanced Expense management.
- No to Non-Stocked Materials
- No to Stocked materials as well.
- Select the version here. Even if you would have answered the questions randomly, you would have still gotten to choose a different version than recommended. Hence, the answers above point to a recommendation of Project Operations Lite type of Deployment.
Click Begin Setup once Lite Deployment is selected. - Setup will start provisioning once you click on Start.
- And it’ll take a while and it’ll say that it will redirect you to the Power Platform Admin Center.
- And once you are redirected to Power Platform Admin Center and you’ll see that the environment is provisioning. This will take a few minutes before completion.
Set Name and URL for your environment
Provisioning a Project Operations trial will get set a predefined URL and name which you should update to be readable –
- Open the environment once the link is clickable and the State is set to Ready.
- Then, click on the Edit button
- Once you click Edit, you’ll get to update the Name and the URL. Set to something that is relevant to the purpose of the environment.
- Once you click on Save, you’ll see this loading page which will take a while to complete and finally, your Project Operations Lite environment setup will be ready!
Here’s Microsoft’s Documentation detailing which all Deployment Types have different Project Operations features available – https://learn.microsoft.com/en-us/dynamics365/project-operations/environment/determine-deployment-type?WT.mc_id=DX-MVP-5003911
Hope this post was useful!
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