>> Hello from Microsoft.
This is direct from
engineering and we're very
excited to help you set
up your own trial of
Dynamics 365 Omnichannel
for Customer Service,
one of our latest customer
service offerings.
So as you can see we've
already navigated
to the trials.dynamics.com website,
and we are able to choose
which type of trial we want.
It's very important that you
choose customer service,
as Omnichannel is
a part of that area.
Now, if we scroll to the bottom,
you're going to see an entrance
for your work e-mail
and your phone number,
go ahead and put those in,
and once we have that filled in,
we'll go ahead and get started,
and move on to the next step.
Now, if you already have
an account, you're going
to get this window that pops up,
and lets you know to go
ahead and finish signing up,
sign in with your existing password.
So we'll go ahead and authenticate,
and once we've done that, we will
be redirected to this component,
and it lets us know that we
already have a license for
Dynamics 365, which is excellent.
If you do not, you'll
automatically be given one,
and it's going to take you
straight to this option page.
Now, this option page
is only going to
occur if you've already
signed up for a trial.
If you have not signed
up for a trial,
you'll skip straight
ahead, then we'll get
to the step that you'll
see in a moment.
Otherwise, you have two options:
You can join an
existing organization,
or you can drop down to the
bottom and create your own trial.
So in this case we'll
create a new trial,
and if this is your first time,
this is the page
you'll be directed to.
Again, we're going to make sure that
we've chosen Customer Service,
because that's where our
Omnichannel is a part of,
and will drop down to the
bottom and complete our setup.
Once the setup of your
instance is complete,
you'll notice that
you'll automatically be
redirected to your
brand new instance.
So here we are with our
currently installed apps,
and the next component
that we have to
do is navigate to the admin portal,
so that we can install Omnichannel.
So on the left side here,
click "Show All," and scroll
down to find the admin centers,
and we are looking
specifically for Dynamics 365.
On the Dynamics 365 admin center,
if you haven't seen this
before, you're going
to look at two major components.
The first is instances.
Here you're going to be able to see
the trial instance you've just
created and signed up for,
second component would
be applications.
This is going to be essential
for you to be able to set up
Omnichannel for Customer
Service on your instance.
Under applications, look
for the base application,
which is Omnichannel for Customer
Service,
and you're going to notice
there's a managed button that
appears. Go ahead and click that.
This is going to bring
you automatically to
the Omnichannel provisioning portal.
From this page, you can
manage all of your instances,
you can upgrade your instances,
and you can set up new orgs.
So we're going to click "Add," and
we're going to notice that
we come to the first page.
Here we're going to select an
organization that we wish to add to,
and in this case since
you've just signed up,
you're only going to have one option,
so we'll go ahead and
pick that option,
click on the "Privacy Terms,"
and now we proceed to
the next few steps.
Now, the next few steps are choosing
which channels of Omnichannel you
would like to install your instance.
If you're looking to try them all,
I would recommend trying each
channel to install them all at once.
This is going to make your
flow a little bit easier,
and makes sure that you don't
actually have to return to
this page in order to add
another channel in future.
Once you enable each of these
channels and agree to the terms,
you'll be brought to
the summary page,
go ahead and click this check,
and you're going to
notice that it will start
automatically provisioning
your instance,
that you have the solutions
that are required and
all the services that we have
available for you in the Cloud.
We hope you enjoy your
Omnichannel experience.
Thank you so much. Have a nice day.
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