Dynamics 365 Marketing Trial Set Up GuideSeptember 2018
1. Sign up for a trial
2. Types of installation
a. Install the trial on an existing, managed Office 365 tenant
b. Sign up for a managed Office 365 trial tenant
c. Add users to a Marketing trial on a trial Office 365 tenant
3. The setup wizard
supported
Install the trial on an existing, managed Office 365 tenant
Sign up for a managed Office 365 trial
tenant
Microsoft document Install the trial on an existing, managed Office 365 tenant
This is the error message you will get if you have an unmanaged tenant:
Install the trial on an existing, managed Office 365 tenant
following section
Setup Wizard
4 © 2018 Microsoft Corporation. All rights reserved.
5 © 2018 Microsoft Corporation. All rights reserved.
Install the trial on an existing, managed Office 365 tenant
6 © 2018 Microsoft Corporation. All rights reserved.
Add users to a Marketing trial on a trial Office 365 tenant
7 © 2018 Microsoft Corporation. All rights reserved.
The setup wizard
Prerequisites and requirements
Why do I need a new portal, and how can I get one?
Microsoft Dynamics 365 International Availability
Run the setup wizard
Organization settings
Business Management settings
Marketing settings
Event Management
Content settings
Update your Marketing app
23 © 2018 Microsoft Corporation. All rights reserved.
24 © 2018 Microsoft Corporation. All rights reserved.
https://docs.microsoft.com/EN- US/DYNAMICS365/CUSTOMER-ENGAGEMENT/MARKETING/purchase-marketing
https://docs.microsoft.com/EN-US/DYNAMICS365/CUSTOMER- ENGAGEMENT/MARKETING/purchase-setup
https://docs.microsoft.com/EN-US/DYNAMICS365/CUSTOMER- ENGAGEMENT/MARKETING/organization-settings
https://docs.microsoft.com/EN- US/DYNAMICS365/CUSTOMER-ENGAGEMENT/MARKETING/business-management- settings
• https://docs.microsoft.com/EN-US/DYNAMICS365/CUSTOMER- ENGAGEMENT/MARKETING/marketing-settings
https://docs.microsoft.com/EN- US/DYNAMICS365/CUSTOMER-ENGAGEMENT/MARKETING/events-settings
Types of installation
Install the trial on an existing, managed Office 365 tenant
Sign up for a managed Office 365 trial tenant
Sign up for a trial
In this document, topics include:
Add users to a Marketing trial on a trial Office 365 tenant
The setup wizard
Prerequisites and requirements
Disable duplicate detection
2. Create a Marketing Form and Marketing Page
3. Create a Segment
5. View Insights
Update your Marketing app
References