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