Previous step: Install the Microsoft Dynamics 365 solution
Connect to Microsoft Dynamics 365
Before connecting, ensure you have the right User Permissions
From the connection details page at https://connectorly.io, click on the Connect to Dynamics and allow access:
Select the Dynamics 365 Organisation from the list:
Once you have selected the Dynamics 365 Organisation, a successful connection is shown by a green tick against it.
Set the Connection Name and Timezone
As a last step, set these default behaviours as follows.
Connection Name
You can change your connection name on the top of the Connection page (this name will be visible in your Microsoft Dynamics 365 as your connector name)
Set the Timezone
The timezone is used when determining when to send invoices to Xero.
Select the right Timezone on the Settings tab.
