These are the things you need before you can use Connectorly for Microsoft Dynamics 365 and Xero.

Nick Maxwell avatar
Written by Nick Maxwell
Updated over a week ago

Connectorly Requirements

  1. An active Connectorly account.

Xero Requirements

You will need:

  1. An existing Xero subscription

  2. A Xero user with Adviser permission to grant Connectorly access.

Microsoft Dynamics 365 Requirements

You will need:

An existing Microsoft Dynamics 365 environment with the Dynamics 365 for Sales Application.

You can check if your Microsoft Dynamics 365 is supported in a number of ways:

  1. Check the installed apps

    Go to choose Admin then the Dynamics 365 admin page. Select your Organisation to see the installed apps. If you have access to the Dynamics 365 for Sales Application you are good to go.

  2. Check your Microsoft Licenses

    You need at least one Microsoft Dynamics 365 For Sales Professional license or Microsoft Dynamics 365 For Sales Enterprise license (if you wish to have Sales Hub customisation).

    The (no longer available) Microsoft Dynamics 365 - Customer Engagement license is supported.

  3. Install our solution

    If you can successfully install our solution then you have all entities we use.

    The Connectorly entities all start with stl3_ and are created when you install it.

A Microsoft Dynamics 365 user account with these permissions is needed to grant Connectorly access.

You may want to create a service account specifically for this. Speak to you Dynamics 365 Developer if you are unsure about this.

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