Note
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Access to this page requires authorization. You can try changing directories.
In certain situations, the Power Platform environment used for the Sales agent is of a Trial type.
If you are using Dynamics 365 and the environment in Dynamics 365 is of type Trial, the Sales agent is connected to the trial environment.
You can find the name and details of your environment in the Environments section of the Power Platform admin center. The type of the environment is shown in the Type column.
To use Lead Research and Outreach, you must convert the trial environment to production in which the Sales agent is deployed. You can also convert the environment to production for other reasons such as using the features available in production environment.
Note
If you're using Salesforce as your CRM and want to convert your msdyn_viva trial environment to a production environment to use Lead Research and Outreach, follow the instructions in Set up Lead Research and Outreach.
Convert the environment from Trial to Production
You must be a Power Platform admin to convert the environment.
If the Dynamics 365 environment is of type Trial, the Sales agent is connected to the trial environment.
- Sign in to the Power Platform admin center.
- Go to Environments and the select the trial environment.
- On the command bar at the top, select Convert to production.
- Select Continue.
It might take several hours to convert to a production environment. Learn more about converting a trial environment to production.
Set up billing options for Lead Research and Outreach
If you've converted the environment to use Lead Research and Outreach, you must set up billing options. Learn more about managing consumption-based billing for agent capabilities.