Setup and Configuration
By Nick 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 15 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