-- Running Microsoft Dynamics 356 on-premise? Follow the instructions here. --
1. Go to Microsoft Dynamics 365 Home and click AppSource tile
2. Filter on the category "Collaboration" and click the "Dynamics Connect™" tile
3. Click the "FREE TRIAL" button
4. Click "Continue" in the "One more thing..." dialog
5. Choose what organization to connect Dynamics Connect™ to, check the two boxes and click "Agree"
6. Make sure that "Incentive Dynamics Connect" is listed and that the installation is in progress
7. Navigate back to Microsoft Dynamics 365 (Sales, Customer Service, etc) and the "Getting things ready..." panel for Dynamics Connect™ will be displayed.
You can navigate around in Microsoft Dynamics 365 while Dynamics Connect™ is being installed, to minimize the panel click the [X].
8. When the Dynamics Connect™ installation finishes, the panel will refresh and instruct you to "GET STARTED"
9. Give Incentive Live the permission to "Sign you in and read your profile".
10. Provide details about yourself in Dynamics Connect™
To enable Dynamics Connect™ for all or selected users, follow the instructions here.