Onboard your organization and users
New to Dynamics 365 Customer Engagement (on-premises)? We've put together step-by-step guidance, whether you’re still evaluating Customer Engagement apps, ready to make a purchase, or preparing to onboard your organization and users.
Step 1: Try out Customer Engagement (on-premises) in a free 90-day trial
New customers and partners not already enrolled in a Microsoft Volume Licensing program can access Dynamics 365 Customer Engagement (on-premises) trial software.
Trials for all editions of Dynamics 365 Customer Engagement (on-premises) is available at the Microsoft Download Center.
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Step 2: Buy and manage Customer Engagement (on-premises)
With Customer Engagement (on-premises)), you can evolve your business on your terms. Start with just what you need to run your business. For example, you might want to start with the Customer Engagement apps for Sales app or the Customer Engagement apps for Customer Service app, and then add more apps as your needs change. More information: Dynamics 365 for Customer Engagement
There are four ways to buy a subscription of Customer Engagement apps:
- Convert from a trial
- Buy direct
- Buy through volume licensing
- Buy through a cloud solution provider
Convert from a trial
Trials can be converted to a full version by applying a commercial product key in Microsoft Dynamics 365 Deployment Manager. See Microsoft Dynamics 365 Licensing Guide.
Buy direct
To buy direct, go to the Dynamics 365 for Customer Engagement apps pricing page. This page includes several different plans to fit your organization’s needs.
Buy through volume licensing
If your organization has 250 or more Customer Engagement apps users, you may be interested in purchasing a Dynamics 365 for Customer Engagement apps enterprise licensing agreement.
Buy through a cloud solution provider
A cloud solution provider can work closely with you to understand the needs of your business or organization. Learn how to find a Dynamics 365 partner.
Choose your support
Microsoft provides flexible, industry-leading support, services, and resources that enable users to quickly address technical issues and maximize return on your Customer Engagement (on-premises) investment. Choose a plan that best meets your business requirements. More information: Dynamics 365 support
Step 3: Plan your deployment
Many decisions you make at the beginning and throughout the deployment process can have downstream effects and impact other phases of the plan. Developing a plan to deploy Customer Engagement (on-premises) is important in determining the actions to take from inception to go live. The amount of resources involved in planning depends on the size and scope of the project. Large organizations may need a deployment team, while a small organization may assign these functions to a key person.
Often times an organization will employ an independent software vendor (ISV), value-added reseller, or partner to help implement and maintain a Customer Engagement (on-premises) deployment. Partners bring experience, best practices, and industry expertise that will be valuable in the planning and deployment process. Find a partner if you don’t have one.
Step 4: Onboard your organization
After you purchase Customer Engagement (on-premises), it’s time to onboard your organization.
Set organization-wide system settings
When you first set up Customer Engagement (on-premises), you’ll want to set system-wide settings. See Set up a Customer Engagement (on-premises) organization.
Import and export data
Customer Engagement (on-premises) provides an import tool for importing simple data stored in files. If the import tool doesn't satisfy your data import requirements, you may want to contact a partner. Find a partner if you don’t have one.
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Customer Engagement (on-premises) also provides advanced tools for exporting to Azure SQL Database.
Set up Dynamics 365 for phones and tablets
The Dynamics 365 mobile apps make it easy to stay connected with your prospects and customers no matter where you are, or what mobile device you’re using. Having access to Customer Engagement apps data in the field also improves user adoption and productivity.
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