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.

• Installing from AppSource (Paid Tenant)

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

• Installing from AppSource (Free Tenants)

o   Please follow the instructions provided below

• Installing from the Subscriptions Tab in the Office 365 Admin

o   Please follow the instructions provided below

Dependencies for Accelerator

You will need the following solutions for the accelerator

• Sales / Service / Marketing
• Field Service
• Project Service Automation (PSA)
• Consider this a full base install
  

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.

Install the Health Accelerator from Appsource.Microsoft.Com

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.

• Open a tab in the same Browser and Browse to AppSource.Microsoft.Com
• Click on Dynamics 365 and then Search for Health Accelerator
• Click on Free Trial

Creating a Dynamics 365 Trial Tenant from the Appsource Install Path

• If you have created an Office 365 E3 Trial Tenant, then you will get a popup that asks you to verify the currently logged in user and their settings. It is verifying that you are using this users account and information to attempt to install this Trial into a Customer Engagement Instance. If you did not, it will instead ask you to supply the email address of the account to use.
• If you do not have an Office 365 E3 Tenant or other Office 365 Tenant, please follow the instructions at the bottom for creating one and then come back here and start at the beginning
• Click Continue

Agree and Populate Contact Information for new Dynamics 365 Tenant

• You will see this screen

Select Dynamics 365 Tenant Instance or Click to Create Free Trial

• Next it will attempt to find a Customer Engagement Instance to allow you to pick, but you don’t have one yet in this example, so you see this

• You will see a link that says sign up for a free trial. Click that and you will see this next screen
• You need to tell it that you want to leverage your currently logged in Office Tenant

Connect with your Office 365 Tenant

• It should note that you are already logged in with an Office Tenant Account.
• Select Yes, add it to my account to add a trial D365 Customer Engagement instance to your Office E3 Tenant
• Next you will see a confirmation that you want to add this
• Click Try now

Confirm Dynamics 35 Customer Engagement Plan Trial

• You will get a receipt
• Click Continue

• You will be taken back to the Office Tenant Admin
• Click on the Admin Centers at the bottom left. You will notice that you do not see Dynamics 365 there yet
• NOTE: It might take between 5 minutes and an hour for the Customer Engagement tenant to be provisioned

Assign Dynamics 365 Customer Engagement Licenses to your User(s)

• Go back into the Admin but this time click on User and then Active Users. It should only list the one you created originally. Click on that name and you will see that it doesn’t have a license for Dynamics 365 yet

• Click on Edit, for Product License
• Turn on a Customer Engagement License for this user
• Click Save

• Click Close

• Refresh your Admin page
• Check if the Dynamics 365 now shows up, it’s a good chance it will
• Now you will see this configuration page
• Click Agree on both boxes

Complete Instance Configuration Setup

• You will see this pop up

• Warning: You may see this error message

• This merely means that the account you are logged in with (the System Admin) doesn’t have any specific Dynamics Customer Engagement roles. Each user should have roles assigned to them. So, for now you can ignore it, until you add more users and assign them roles other than System Admin, which is whom you are logged in as right now.

Creating a Dynamics 365 Trial from Trials.Dynamics.Com

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.

• Browse to https://Trials.Dynamics.Com
  
  
• Instead of clicking on an App to install, click the link that says Sign up here. Just above the Work email text box. It is intended for signing up on behalf of someone and for development purposes.

• Once you click the link, you will follow the same process as you did in the Appsource install path. If you look back, you will see where you were able to select which tenant instance you wanted to install the accelerator into. At that point you may not have had an instance and instead clicked the link to sign up for a free trial.
  
  
• Please go back up and follow the remaining steps after the following subject area Select Dynamics 365 Tenant Instance or Click to Create Free Trial
  
  
• If you have an Office Tenant, or you created a free trial Office Tenant, the steps should then be the same. Once you follow the steps above, it will prompt you to install the Dependencies listed below

Create Trial Instance from Office 365 Admin (Purchase Services)

If you are in the Office 365 Tenant, you can start / create a trial of Dynamics 365 as well.

• Click on Billing
• Click on Purchase services.
• Scroll down until you see Dynamics 365 Suite
• Hover over the … under Dynamics 365 Customer Engagement Plan Enterprise Edition

• Select Start Free Trial
• Now you should go back up to the section marked Confirm Dynamics 35 Customer Engagement Plan Trial and continue from there

Install Health Accelerator Dependencies

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.

Install Field Service

• Click on the Dynamics 365 Admin Center and it will take you here
• Click on the little pencil icon to the right of the word Solutions. Make sure you have the correct instance selected

• It will give you a pageable list of all the applications that are either installed or assigned to the instance as installable
• Find Field Service in the list. For me it was on Page 2
• Select the Field Service Option and click Install

• You will get prompted for Terms of Service, click Install
• Your screen will refresh, and you will be back on Page 1 of your optional / installed applications
• Scroll back to page 2 and you should see this

• It shows the status of the application. Pending, Failed, Installing, Installed. Keep refreshing until it is done

Install Project Service Automation

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

Install the Health Accelerator (Post Dependencies)

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.

• NOTE: There is currently an issue where Free Dynamics Trials on Free Office Trials cannot have more than 300 customer entities, so if you try to follow the steps I have above it will fail and you will have to download the log file and you can find this “failure” listed. We are working on 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

Creating an Office 365 E3 Tenant

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

Create Outlook.com / Email Account for your Office E3 Trial Tenant

• Browse to Outlook.Com (or go to your chosen email address creator service)
• Select Create free account

• Fill out the appropriate details to create the email that will be used for your trial E3 tenant. You may use any existing that isn’t associated to a tenant already.

Create the Office E3 Trial Tenant

Now that we have a mail account let’s use that to create our trial tenant.

• Browse to Office E3 Home Page
• Click on Free Trial

• Fill out the necessary details.

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

• Fill in the new Email Address you want to create for this business (OnMicrosoft.com) Office Tenant

• Click Create my account
• Prove. You’re. Not. A. Robot.

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

• At this time please go back to the section labeled Install the Health Accelerator from Appsource.Microsoft.Com and follow those instructions