Dynamics 365 Finance: How to Get the 30-Day Free Trial4 min read

Dear reader, since you have stopped by we bet you are on the hunt for an ERP solution that would satisfy your business needs. And the question you keep asking yourself is – would Dynamics 365 Finance do the trick?

Dynamics 365 for Finance and Operations is fundamentally a cloud-based arrangement, it is likewise being offered as an on-premises arrangement – you can flawlessly send in your very own server farm and exploit information residency and business coherence, and move the answer for the cloud at whatever point you are prepared. 

With new reason assembled applications that can be effectively and freely sent, it oversees explicit business capacities including deals, client administration, and field administration.

Even though it sounds like “this is it!”, it does make sense to explore Dynamics 365 Finance before delving into subscription and allocation/relocation.

So, how could you get a try of Dynamics 365 for Finance? All you have to do is complete email signup to get a 30 days trial, which will include:

  1. “getting started task guides” with step-by-step instructions to give you a taste of specific scenarios in action;
  2. Explore-and-exercise scenarios, however with no ability to be customized;
  3. Demo Data to ease the usage of the product.

Once you are about to exhaust the trial version, a reminder email will be sent to you 3 days prior to the expiration. Needless to say, that in case you are a customer of Microsoft Dynamics AX 2012 or Microsoft Dynamics AX 2009 system, you may be eligible for a loner trial.

In a Nutshell

First, thing first, you need to go to the trial page and scroll down all the way to the finance and operations section. Once you are in there, hit request a demo. You then will be redirected to the next page, where you will be able to pick one of two options:

  1. Contact a Microsoft Partner, where you will be able to see a live demo, set up a free trial, and get support related to your industry;
  2. Sign up for a free trial and have a taste of the product for 30 days.

For example, let’s pick the second one and walk through each step of the registration. Once you click on Sign up for a free trial, you will be moved to the “Let’s Get Started” page, where you will be asked to share your email address, account details, and confirmation information. 

After completion, it may take 15-30 minutes to create your trial environment.

And now, you are good to go! As mentioned before, you now can enjoy a 30-day trial to play around with D365 Finance, be it invoicing module, personnel management, cash overview, or anything else.

What Are The Deployment Options?

Should you enjoy utilizing D365 Finance during the trial, the next thing to consider would be the deployment of your future ERP system. We urge you to take it seriously since should you pick the wrong way – it may cause troubles later, once you unpack your operations and put them on D365 Finance.

There are two options to choose from when it comes down to the deployment of your Finance and Operations applications: the cloud or on-premises. Should you choose the first option, the ERP system will be managed by Microsoft in the cloud, while on-premises deployment means deployment within a customer’s local data center.

Before you decide to go either on cloud or on-premises, consider the following:

  1. What would be your regulatory and compliance needs and if they are available in the cloud certifications?
  2. Will you be facing intermittent internet connectivity? How it may affect your access to Microsoft Dynamics Lifecycle Services (LCS) for application lifecycle management?
  3. Ensure you satisfy system requirements, should you pick on-premises deployment.
  4. In case you are not sure what’s the best route for your organization to deploy, check comparison of cloud and on-premises features page related to D365 Finance.

Please keep in mind, that any of the Dynamics 365 products is a complex ERP system, developed to satisfy different operational needs for organizations, large small. Hence, the system is not that easy, and engaging with one without an expert in your team, or a Dynamics partner may cause delayed “live”. Proper preparation prevents poor performance – get the team to hit the ground rolling, in a proper way, right from the beginning!