For the initial setup, you need to:Install the Connectorly solution in Microsoft Dynamics 365Connect to Microsoft Dynamics 365 Connect to Xero Related ArticlesHow to upgrade the Connectorly solution in Dynamics 365Uninstalling the Connectorly SolutionWhat is synchronised from Xero to Dynamics 365?How do I resolve the "Dynamics 365 solution hasn't been installed/missing"?How to Install the Microsoft Dynamics 365 Solution