Direct Onboarding Path

If you are not starting from a Microsoft AppSource install (for example, a partner referral, a product demo, or direct discovery), you can begin the onboarding process directly at the REFRACT portal. The deployment steps are identical to the AppSource path; you simply start with the Dispatcher rather than an adapter.

Step-by-step journey

1. Request access

Go to the REFRACT onboarding portal:

https://refractplatform.com/onboarding

1. Click Sign in with Microsoft or Sign in with Google using your work account
2. Fill in your company details, contact email, and which adapters you plan to use
3. Indicate whether this is a sandbox/demo or production deployment
4. Submit the form

If you signed in with Microsoft, your trial is usually approved straight away and you receive an email with a link to your tenant admin portal. Otherwise the REFRACT team reviews your request, and you receive an email when it has been decided.

2. License issued

The REFRACT team reviews your request, typically within one business day. Once approved:

• You receive an email with a link to your tenant admin portal at https://app.refractplatform.com
• Your trial license file is added to the Dispatcher during your deployment session; it is not sent by email
• A REFRACT onboarding engineer reaches out to schedule your deployment session

3. Onboarding session

A REFRACT engineer joins a call with your team and assists with:

1. Downloading the REFRACT Platform Dispatcher package from the Release Center
2. Deploying the Dispatcher as an Azure Function in your Azure subscription
3. Adding the license file to the Dispatcher configuration
4. Installing the relevant adapters for your Microsoft environment (BC, Dynamics Sales, or Power Platform)
5. Configuring the adapter with your Dispatcher URL
6. Setting up the REFRACT Lifecycle workspace in SharePoint
7. Loading REFRACT Packs into your REFRACT Lifecycle workspace based on the products you selected in your onboarding request

4. System Status Check

From the REFRACT Lifecycle workspace, run Reports → System Status Check. The report confirms:

• Dispatcher is reachable and responding
• License is valid and shows correct expiry
• Storage configuration is accessible
• SharePoint list structure is correct
• Software update status is populated

All sections green means your deployment is complete. Your REFRACT Packs are loaded and your team can start generating documents immediately.

5. Trial period and conversion

Your trial lasts 30 days from the date the license is issued. Reminder emails go to the contact email on your license 7 days, 3 days, and 1 day before it ends.

To continue after the trial, contact the REFRACT team; the reminder emails link to the contact page. The REFRACT admin upgrades your license plan in the portal. Your Dispatcher, adapters, and REFRACT Lifecycle workspace are unaffected. No reinstall or redeployment is required. See Trial and Licensing for full details.

Summary