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Dynamics 365 Guides setup, step 2: Install the solution

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  • 5 minutes to read

Note

Before you complete this step of the setup process, be sure to see step 1, Buy a subscription or sign up for a free trial.

After getting a Microsoft Dynamics 365 Guides subscription and assigning licenses, you must create an environment where you can install the Dynamics 365 Guides solution.

Production environment or default environment?

The type of environment that you create depends on whether you purchased a Dynamics 365 Guides license.

Note

If you already have an environment that you want to use (for example, an instance in your company's Dynamics 365 tenant), you can skip ahead to the Install and configure the solution procedure later on this page.

  • If you bought a license for Dynamics 365 Guides, set up a production environment. A production environment provides you with backup and restore capabilities.

  • If you haven't purchased a license yet (you have a trial subscription), set up a default environment.

    Important

    The Dynamics 365 Guides solution can also be installed on a trial environment. We don't recommend that you use a trial environment, because that environment, together with all your content, is automatically disabled after the 30-day trial period expires. You have a seven-day grace period to upgrade to a production environment or migrate your content to another environment.

Set up a production environment (for purchased licenses only)

Important

To install or update the solution, you must have the System Administrator role, and you must have a Power Apps license (or a license like a Dynamics 365 Guides license that includes a Power Apps license).

Dynamics 365 Guides license selected.

When you have a Power Apps license, the Access Mode security property is set to Read-Write. This setting is required to update the solution.

  1. In the Power Platform admin center, select Environments if it isn't already selected, and then select New.

    New button.

    The New environment dialog box appears on the right side of the page.

  2. In the New environment dialog box, follow these steps:

    1. Enter a name for the environment.

    2. In the Type field, select Production.

      New environment dialog box.

    3. In the Region field, keep the default setting.

      Important

      If you set up a Dataverse environment instance in a different region than your default Azure Active Directory tenant region, the Dynamics 365 Guides model-driven app will not be available to install. If you'd like to set up a Dataverse environment instance in a region other than your default region, you must first contact Microsoft support and ask to make your tenant into a multi-geo tenant for the Power Platform.

    4. Set the Create a database for this environment? option to Yes.

    5. Select Next.

  3. In the Add database dialog box that appears on the right side of the page, select your language and currency, and set the Enable Dynamics 365 apps option to Yes. Keep the default values for the other fields. Then select Save.

    Add database dialog box.

    Note

    If you plan to run Dynamics 365 Remote Assist in this environment, you'll need to obtain a paid Dynamics 365 Remote Assist license, and then set the Enable Dynamics 365 apps option when creating this environment. Or you can migrate to a joint environment when you decide to purchase Dynamics 365 Remote Assist.

    A message is shown that explains that the production environment is being prepared.

    Environment preparation message.

    Note

    For information about security groups, see Restrict access to an instance.

    When the new environment is active, Ready appears in the State field for the environment.

    Note

    If you set up a production environment instead of a default environment, in the remaining procedures in this topic, use the production environment instead of the default environment shown in the illustrations.

  4. Go to the Install and configure the solution procedure below.

Set up a default environment (for trial subscriptions only)

Important

To install or update the solution, you must have the System Administrator role, and you must have a Power Apps license (or a license like a Dynamics 365 Guides license that includes a Power Apps license).

Dynamics 365 Guides license selected.

When you have a Power Apps license, the Access Mode security property is set to Read-Write. This setting is required to update the solution.

  1. Open the Power Platform admin center, and sign in by using the admin user credentials.

  2. In the left pane, select Environments.

    Environments page.

  3. Select the default environment (for example, Contoso).

    Important

    The Dynamics 365 Guides solution can also be installed on a trial environment. We don't recommend that you use a trial environment, because that environment, together with all your content, is automatically disabled after the 30-day trial period expires. You have a seven-day grace period to upgrade to a production environment or migrate your content to another environment.

  4. Select Add database.

    Add database command.

  5. In the Add database pane that appears on the right side of the screen, select your language and currency, keep the default settings for the other fields, and then select Add.

    Note

    If you see a warning that says, "You do not have the required Dynamics 365 licenses to create databases with Dynamics apps," ignore it.

    Add command and warning message.

  6. Go to the next procedure: Install and configure the solution.

Install and configure the solution

  1. In the Power Platform admin center, in the left pane, select Resources > Dynamics 365 apps, select Dynamics 365 Guides in the list, and then select Install.

    Note

    It might take a few minutes for Dynamics 365 Guides to appear in the list.

    Select Dynamics 365 Guides.

  2. In the Install Dynamics 365 Guides dialog box, select an environment, select the I agree to the terms of service check box, and then select Install.

    Install Dynamics 365 Guides dialog box.

    In the Power Platform admin center, the following message is shown: "Dynamics 365 Guides installation started at <time>, <date> by <name> Account."

    Installation message.

    While the solution is being installed, Installing appears in the Status field for the app. After the app has been installed, the Status field is updated to Installed.

    Note

    The installation process can take up to one hour. The amount of time varies, depending on the time of day and the region. If the status hasn't changed after an hour, refresh the page. If the installation is unsuccessful, the following message is shown: "Installation failed." To try to install again, in the Error details dialog box, under How to troubleshoot, select the retry installation link.

    Error details dialog box.

What's next?

After you've completed this step of the setup process, move on to step 3, Download and install the apps.

If you have trouble with any of the procedures in this step, you can get help in the following ways:

If the solution installation fails, you can also go to the solution history page to see details.

Note

Dynamics 365 Guides is dependent on three Microsoft platforms. Learn how changes to these platforms can cause or fix issues in Dynamics 365 Guides.