Prerequisites for Installation

Prerequisites

Work 365 includes Dynamics CRM/PowerApps which uses Microsoft Dynamics 365 Sales entities like Invoice, Order and Product.

Work 365's CRM entities, plugin and logic is supported by a SaaS application. Below are the requirements to install and use Work 365.

RequirementComments
A Global Admin must complete the Work 365 authorizationUse this link to complete the consent
- If using the US Data Center https://bit.ly/Work365Consent
- If using the EU Data Center https://bit.ly/Work365EUConsent
Further details on why this authorization is required is available here- https://portal.iotap.com/knowledgebase/article/KA-01415/en-us
Enable the English Language in CRMWork 365 supports multiple languages; in the backend infrastructure, English is required. Enabling English as a language in CRM ensures all backend processes can run without issues.
Licenses-Dynamics 365 for Sales EnterpriseWork 365 Requires Dynamics 365 for Sales Enterprise to be installed on the tenant as pre-requisite.

If you need a provision a new Dynamics 365 Sales Instance Setting up a new Dynamics 365 instance

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VERIFY the CRM tenant URL. The default URL has a randomly generated URL like org3234235.crm.dynamics.com. Modify this before continuing with the installation

To verify if you have Dynamics 365 Sales licenses installed Click Here

Once your Dynamics 365 Instance is setup continue with the Quick Start Setup