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Starting a Project Operations Lite Trial Environment

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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 –

  1. 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 –
  2. Scroll down on the page till you see the option for Project Operations. Click on Try for free.
  3. 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.
  4. Click Next and then you can select Setup my account.
  5. Then, you can validate/enter the details which would be something like this and click Next.
  6. 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.
  7. I received an OTP which I entered as asked on the next pane and clicked Verify.
  8. 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.
  9. 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 –

  1. Yes to managing Opportunities as they move through the process.
  2. Yes to requiring advance or extensible resource management.
  3. Yes to requirement of workflow for approval of Time and Expense.
  4. No to advanced Expense management.
  5. No to Non-Stocked Materials
  6. No to Stocked materials as well.
  7. 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.
  8. Setup will start provisioning once you click on Start.
  9. And it’ll take a while and it’ll say that it will redirect you to the Power Platform Admin Center.
  10. 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 –

  1. Open the environment once the link is clickable and the State is set to Ready.
  2. Then, click on the Edit button
  3. 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.
  4. 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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