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This summary will outline the ways to install the Dynamics 365 Accelerator including dependencies and steps to follow depending on your choice. There are several steps you can follow. Here is a list of possible options you can choose.
NOTE: We have resolved the issue for trials and demo environments and raised the custom entity limit to 1500 on all instances.
o You have a paid Office 365 Tenant
o You have a paid Dynamics 365 Tenant
o You will follow the instructions for installing from AppSource.Microsoft.Com as shown below
o Please follow the instructions provided below
You will need the following solutions for the accelerator
For those who wish to bypass the required PSA / FS, you can go to GIT Hub and download the version of the accelerator that has had these components removed as dependencies. You can also download managed or unmanaged versions of the accelerator from GIT Hub.
NOTE: You will also need an Office 365 Tenant. If you do not have an Office 365 Tenant, skip down and follow the provided instructions. If necessary, you will also need to create an email to leverage for this new Trial Office 365 E3 Tenant.
If you are starting from the AppSource portal you will have the following experience. Please remember that you need to have Sales, Service, Marketing, Field Service and PSA installed before installing the Health Accelerator. You will be able to add those solutions to the Instance that will get created as part of this process.
If you already have an Office 365 tenant, you can continue directly from here. If you do not please go to the bottom and follow the instructions to create an Office E3 Free Trial first. Now we will follow the path to create a trial instance that supports the Dynamics Health Accelerator.
If you are in the Office 365 Tenant, you can start / create a trial of Dynamics 365 as well.
Right now, even though you attempted to install the Health Accelerator it did not install yet. We will leverage the Dynamics 365 Admin to install all the dependencies we need.
Wait until field service is done. Then do the same thing for Project Service Automation that you did for Field Service. For me I found it on page 3 of my installable applications.
Once you have installed both applications and verified it in the UI, now it is time to install the Health Accelerator. Move to the next section
The reason it didn’t install before is because you didn’t have an instance and so you needed to create one. Plus, you didn’t have the dependencies, so it would have failed. But now we have everything we need to install it.
o If you have a paid tenant and are creating a Sandbox and Production this issue should not impact you. We will update you as soon as possible with the above statement
o At this time please go back to the section labeled Install the Health Accelerator from Appsource.Microsoft.Com and follow those instructions
You can create different types of Office Trials, but an E3 will work. Before you can do this however you will need to first have an Outlook.com or other email account that you can treat as your Company Email for signup. If you do not have one, I recommend using Outlook.com to create one
Now that we have a mail account let’s use that to create our trial tenant.
o First / Last Name: can be within reason whatever you want. If you may use this instance later for real, you may set it up as your company tenant
o Business email address: use the one you created or had available to you
o Business Phone Number: if you leverage a cell phone here you can have it text you your validation code
o Company Name: Can be whatever within reason.
Note: As mentioned above. If you might use this for your actual company tenant, feel free to use that here, so be careful though that you use your real company info only when it’s for real
o Organization Side: If this is just a trial for testing, don’t worry about the size you select
o Click Next
o Fill in the Phone Number to Text “me” or select “Call Me” and provide a number to call
o I had it text me and typed in my code
o This final step will take you to a final screen that stats you can Complete the Setup. At this point you are complete enough and can actually open another tab and continue on to install the AppSource package
You can find the Healthcare accelerator without the FS/PS dependency. github.com/.../Industry-Accelerator-Health
Hi Michael, I have installed the free version into my trial however I am having issues with data appearing in the timeline and care team screens. Is there any chance you can assist me with this?
Thank you for your answer Michael. Yes, I mean UCI app. Are you planning to release it also for installation without FS/PSA?
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