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Service | Customer Service, Contact Center, Fie...
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Unable on Dynamics contact centre free trial version to change the environment.

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Posted on by 25
Hi all,
 
We are unable to change environment for the free trial version, for Dynamics contact centre. We need to test all features and channels with relevant data. Connecting to a staging environment would helps us immeasurable. 
 
Contacted Microsoft support and all was said the trial version was connected by default to the trial environment, which just contains dummy data.
 
Also confusingly connecting an omni channel to the staging environment, not too sure if that is correct. Will that display in the contact service workspace all our staging data?
 
Is there anyways to switch environments please, as this would helps us a lot to demonstrate it as near as possible with live data.
 
For example displaying real cases from case management, within the contact service workspace.
 
Actual contacts to see how it updates our Dynamics customer service hub.
 
Once demonstration of the Dynamics contact centre capabilities, we would then make a decision in purchasing a full licence for it.
 
I look forward to hearing from you
 
Many thanks.
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  • Suggested answer
    Nour Abuzaid Profile Picture
    121 on at
    Unable on Dynamics contact centre free trial version to change the environment.
    In the free trial, the environment is locked to the default trial setup with sample data. You cannot switch to a custom or staging environment during the trial.

    To test with real or staging data:

    1-Upgrade to a paid subscription or request a partner-led trial.
    This allows connecting omni-channel setups to a staging environment and seeing actual cases, contacts, and updates in the Contact Service Workspace.

    Meanwhile, for demonstrations, you can replicate key scenarios using the trial’s dummy data and document expected behavior with live data.
    This limitation is by design to prevent modifying the trial environment.

    Reference: https://learn.microsoft.com/lb-lu/dynamics365/contact-center/implement/contact-center-trial-faq
  • Suggested answer
    DAnny3211 Profile Picture
    10,787 Moderator on at
    Unable on Dynamics contact centre free trial version to change the environment.

    Hi,

    Thank you for your detailed explanation. In the free trial version of Dynamics Contact Centre, the environment is typically locked to a default trial setup, which includes sample data and limited configuration options. Unfortunately, switching to a custom or staging environment is not supported during the trial phase.

    To test with real or staging data, the recommended approach is to move to a paid subscription or request a partner-led trial, which may offer more flexibility in terms of environment setup and data integration. This would allow you to connect your omni-channel setup to a staging environment and view actual cases and contacts within the Contact Service Workspace.

    For demonstration purposes, you might consider replicating key scenarios using the available dummy data, while documenting how it would behave with live data. This can help bridge the gap until a full license is acquired.

    Please verify if this response was helpful.

    Thanks and best regards,
    Daniele
    Note: This response was prepared with support from Copilot to ensure clarity and completeness.

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