Dynamics 365 Field Service trial FAQ

Sign-up

What are the system requirements for the trial?

This app is a cloud-based service that doesn't require special software other than an up-to-date web browser, though some restrictions apply. For the best trial experience, avoid accessing the trial site in incognito mode. Learn more about web application requirements.

How do I sign up for the trial without a Microsoft 365 tenant?

You can enter a nonwork email address and the system creates an account and tenant.

Can I sign up for a trial using a personal email ID that's not associated with a Microsoft account?

You can use a personal email ID, but you can't access Power Platform admin center to add more users to the trial, change security roles, or extend the trial period.

Can I sign up for multiple Dynamics 365 apps such as Sales, Marketing, and Customer Service?

Yes, you can. To view all available trials, visit the trial hub page. You can use the same email account to sign up for different trials. However, it isn't possible to have multiple apps on the same trial site. Each trial is on a different tenant and URL. The trial data isn't shared across apps.

Trial app

I didn't receive the trial details email after signing up, what should I do?

When you sign up for the trial, you receive an email with the trial details. If you don't see the email in your inbox, check your spam folder. Alternatively, use the following steps to access your app:

1. Go to trial site and select Try for free.
2. Enter the email ID you used to sign up for the trial. The system redirects you to your trial app.

How do I add more users to a trial?

To add users, go to the Microsoft 365 admin center using the trial admin account. Follow the admin center guidance to add users up to the trial license limit. If the user you're adding already has a Microsoft 365 account, assign them an appropriate security role in the trial org. For more information, see Assign a security role to a user.

How many users can I add to my trial environment?

You can add an unlimited number of users to the trial environment.

How do I reset the trial environment?

You can't reset the trial environment. However, you can wait for the trial period to end, and then sign up again for a new trial.

How do I extend the trial?

You can extend the trial for another trial period in the admin center. For instructions, see Extend your trial. You can extend your trial once.

How do I cancel the trial?

If you sign up for the trial with a managed Microsoft Entra ID account, ask your Power Platform admin to delete the trial environment. If you sign up with a personal account, you can't cancel the trial manually. The trial expires after 30 days, and Power Platform deletes the trial environment automatically.

Can I convert the trial to a paid license?

Yes, you can purchase licenses with a credit card or work with sales to set up a volume licensing or enterprise agreement. For pricing and purchasing details, go to our pricing page.

To purchase the license using an existing account, work with the administrator of the account to apply for licenses.

When you have the license to your tenant, you can publish your environment to production. You can remove the sample data. However, you must manually reset the configuration and remove any test data that you added. We recommend that you create a fresh environment to use for your production environment and add the configurations you’d like to move forward with.

What are the trial limits and quotas?

The following limitations apply for the trial:

• The trial is available to you for 30 days. After that, you can request for an extension for another 30 days, buy a paid license, or sign up for a new trial.
• The trial expires if there’s no activity on the app for 14 consecutive days. Expired trials can't be reactivated. However, you can start a new trial.
• You can have only one active trial per app at a time. You can sign up again after your current trial for the app ends.

Field Service-specific questions

How do I start using the trial?

After you sign up for the trial, you arrive on the app's main screen. The main screen has links to user guides and tutorials. The bottom of the trial signup article has other links.

What features are available in the trial?

The trial includes guided tours and videos that highlight key product features you can to try.

• Follow the guided tours on the Get started page to learn how Field Service helps your business schedule work intelligently and deliver proactive service using smart device alerts.

• Download the mobile app and follow the guided tour to learn how your frontline workers use the app to manage their day and increase their first-time fix rate.

• Set up your frontline workers and customer accounts, create and schedule work orders, and analyze your field service operations. See how Field Service works with your business data.

How do I remove sample data from the trial?

Remove sample data.

How do I restore sample data?

You can't reimport sample data at this time. To get a fresh dataset, you must wait for your trial to expire and start a new trial.

Which geographical regions are supported in the trial version of Field Service?

For the list of geographical regions supported in Field Service, see Datacenter regions.

Which languages are supported in the trial version of Field Service?

For the list of languages supported in Field Service, see Language availability.