FAQs
How can I send additional information to a Xero invoice?You can create description only invoice lines on your Dynamics 365 invoice
Connectorly for Microsoft Dynamics 365 and Xero pricingConnectorly for Microsoft Dynamics 365 and Xero pricing.
What is synchronised from Xero to Dynamics 365?Rules and mappings used to synchronise Xero information to Microsoft Dynamics 365
Are the payments synchronised?Yes, Connectorly checks the invoice statuses and payments in Xero and pushing back this information to Dynamics 365
What permissions does the Microsoft Dynamics 365 user need?To grant Connectorly access to Microsoft Dynamics 365, you need a user with at least these permissions.
What is synchronised from Dynamics 365 to Xero?Rules and mappings used to synchronise Microsoft Dynamics 365 information to Xero
How can I check the outstanding amount against the customers in Dynamics 365?Outstanding amounts are synced back from Xero to Dynamics 365
Invoice hasn't been sent out from Xero? how can I resend it?You can send out the invoice from Xero using Connectorly
Can I use Connectorly to connect one Dynamics 365 instance with multiple Xero organisations?Yes! You just need to setup a Connectorly for each Xero organisation
How can I sync an updated invoice from Dynamics 365 to Xero?From version 3.12.0 you can sync your invoice updates from Dynamics 365 to Xero