Hello.

This time, we will explain how to obtain a trial version of Project Operations, one of the applications in Dynamics 365. For accurate information, please refer to the official Microsoft website.

What is Project Operations?

Project Operations is an application for project management in Dynamics 365, and is a solution that covers all aspects of the project cycle (sales activities, project management, and financial/accounting management).

As of the time of writing (February 2022), Project Operations is currently in the process of upgrading from the current product, Project Service Automation, and the trial environment is a preview version. In this article, we will obtain a trial environment for the light deployment (sales process and project planning and management functions) out of the multiple scenarios available.

What is the trial version?

The trial version is an environment where you can try out the Dynamics 365 application for free for 30 days. It is mainly used as a testing environment before implementation or as a testing environment for customization.

This time, we will obtain the following license as a trial version.

• Dynamics 365 Project Operations (CRM) - Preview (1 license)

To create two or more users and test the application and approval process, add the following licenses.

• Dynamics 365 Customer Engagement Plan (25 licenses)

Prerequisites

To obtain the trial version, you will need the following items. Please prepare them in advance.

1. Email Address
2. A phone number that can receive SMS

Acquisition Procedure

The process is divided into two stages, all completed in one wizard.

1. 　Get a trial Office 365 account
2. 　Creating a trial database

How to get a Dynamics 365 trial

(Note) If you use Incognito mode (Chrome) or InPrivate browsing (Microsoft Edge), the browser may not be able to use cookies, and you may be unable to proceed further.

1.Start your free trial of Microsoft Dynamics 365 Open the page.
The following screen will appear. Click on "Try it for free >" for Dynamics 365 Project Operations, which is circled in red.

(Reference) After step 1, the following screen may appear. This occurs if you already have an Office account from work or school on your PC. In this case, click "Logout and create new account."

2. Next, the following screen will appear. Here, enter an email address that is not registered with Office 365 and then click the "Next" button. *At the time of writing this article, it is not possible to switch to the Japanese page, so we will explain using the English page.

(Reference) After step 2, you may see a screen like the one below. This appears when you enter a valid Office email address. In this case, please click "Create a new account instead".

3. Click the "Create new account" button.

4.Next, you will need to enter your information. Change Country or Region to Japan.
After entering and selecting each item, press the "Next" button.
*Please enter your phone number in 10 digits, excluding the leading "XNUMX".

5. Here, for verification, select "Text me" and enter the phone number you prepared in the prerequisites. Click "Send verification code".

6. A verification code will be sent to you via SMS. Enter the received code and press the "Verify" button.

7.Set up a domain name for your trial.
If the domain is unavailable, a warning will be displayed, allowing you to set a different domain name.
※ In this step,XXXXX＠◆◆◆.onmicrosoft.com　You will need to decide the ``◆◆◆'' part.

8.Choose a username and password to use for your trial.
The username here isXXXXX＠◆◆◆.onmicrosoft.com　This is the "XXXXX" part. Check the terms and conditions and click the "Next" button.

9.Your account will be created and a confirmation email will be sent to the email address you entered in step 4.
After confirming that you have received the email, click "Get Started."

(Reference) If you select "Get Starred" after step 9, the following deployment type survey screen will be displayed. However, the environment created by this step is a "US region" and "English version" environment. Japanese can be enabled, but some parts will not be translated. If you want to try Project Operations in a Japanese environment, we recommend creating a Japanese environment by following steps 10 onwards.

10. Open the Power Platform admin center screen. Click "+ New". The Create New Environment wizard will appear on the right side of the screen. Enter a name for the environment, set the type to "Trial (Subscription-based)", and the region to "Japan - Default". Once you have finished configuring the settings, click Next.

11.Configure the database. Unless you have specific requirements, you can leave the language (Japanese) and currency (JPY) as default. Enter the URL if you want to specify the URL of the environment. If you do not enter a URL, a random string will be automatically set.
Enable Dynamics 365 apps?"Yes"In the Automatically deploy these apps section, selectProject OperationsAfter checking the settings, select "save" button.

12. The environment you just created will be added to the list of environments. Wait a few minutes for the status to change from "PreparingInstance" to "Ready". If the status does not change, click "Refresh" at the top of the screen.

13. Check and select the environment you created, then click Open Environment.

14. Published apps will be displayed. Confirm that Project Operations is present and select it.

15. Verify that Project Operations opens.

Finally

This completes the trial version acquisition. We will provide training on the basic functions of Project Operations,
We are accepting consultations regarding migration from Project Service Automation to Project Operations.
If you have any problems, please feel free to contact us.