From the course: Migrating from Salesforce to Dynamics 365
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Basics of Dynamics
From the course: Migrating from Salesforce to Dynamics 365
Basics of Dynamics
- [Narrator] If Dynamics 365 hasn't been implemented within your organization yet you can set up a 30 day trial by going to the website you see listed here. This trial comes with sample data. Sample data is great for testing out a new capability, for training purposes, for demonstrations before you want to work with that real production data. If you already have Dynamics 365 but you don't have sample data to work with well, you can enable this. Let's take a peek at the sample data in this next tab. Now, we're taking a look at the Sales module, we are working within the Activities area, specifically looking at a list of My Activities. We can see in this list by scrolling through that this is a list of tasks and phone calls that have been locked and next to each of these the word sample indicates that this is, in fact, the sample data. To set this up you will need to go to the Settings area, let's take a look at this next tab. So, within Dynamics 365 you will need to go to Settings and…
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