By Laszlo and 1 other2 authors14 articles
Pre-requisitesThese are the things you need before you can use Connectorly for Microsoft Dynamics 365 and Xero.
How to connect to Xero and Microsoft Dynamics 365 with ConnectorlyInstall our solution, connect to Dynamics 365 and then connect to Xero
How to Install the Microsoft Dynamics 365 SolutionThe Connectorly managed solution for Microsoft Dynamics 365 extends a Dynamics 365 instance so it is compatible with Xero
Connect to Microsoft Dynamics 365Connect to Microsoft Dynamics 365 to give Connectorly permission to access and work with your Dynamics 365 instance.
How to connect to XeroThis step gives Connectorly permission to access information from your selected Xero Organisation.
Sync your First InvoiceSetup your invoice in Microsoft Dynamics 365 and send it to Xero
Configuring Connectorly for Microsoft Dynamics 365 and XeroConnectorly's behaviour can be modified to suit different invoicing workflows by changing the settings.
When are Account Codes, Tax Codes, Branding Themes and Tracking Categories synced?Connectorly syncs these details every 10 minutes or so.
How to sync Bills and Credit Notes?Connectorly extends the standard Microsoft Dynamics 365 Sales App functionality by adding the ability to create Bills and Credit Notes
How do I set the default Account Code for a product in Dynamics 365?Accounts Code (Chart of Accounts) are synced from Xero
How do I populate the Reference field on the Xero invoice?Xero Reference field is mapped to the Dynamics 365 invoice Description field
How to enable Microsoft Flow in your Dynamics 365 environment?How to run your workflows/flows in your Dynamics 365
How can I automatically set the invoice date in Dynamics 365?To sync your invoice to Xero you must set the invoice date
How to sync invoices that were created before you installed the Connectorly managed solution?Connectorly sync invoice only if they have Xero details record generated against the invoice