Connectorly

You can create description only invoice lines on your Dynamics 365 invoice

How can I send additional information to a Xero invoice?

Connectorly for Microsoft Dynamics 365 and Xero pricing.

Connectorly for Microsoft Dynamics 365 and Xero pricing

Rules and mappings used to synchronise Xero information to Microsoft Dynamics 365

What is synchronised from Xero to Dynamics 365?

Yes, Connectorly checks the invoice statuses and payments in Xero and pushing back this information to Dynamics 365

Are the payments synchronised?

To grant Connectorly access to Microsoft Dynamics 365, you need a user with at least these permissions.

What permissions does the Microsoft Dynamics 365 user need?

Rules and mappings used to synchronise Microsoft Dynamics 365 information to Xero

What is synchronised from Dynamics 365 to Xero?

Outstanding amounts are synced back from Xero to Dynamics 365

How can I check the outstanding amount against the customers in Dynamics 365?

You can send out the invoice from Xero using Connectorly

Invoice hasn't been sent out from Xero? how can I resend it?

Yes! You just need to setup a Connectorly for each Xero organisation

Can I use Connectorly to connect one Dynamics 365 instance with multiple Xero organisations?

From version 3.12.0 you can sync your invoice updates from Dynamics 365 to Xero

How can I sync an updated invoice from Dynamics 365 to Xero?

The Power BI Service (Power BI Online) works with the Connectorly service so reports can be published online and stay up-to-date. If you can't schedule a refresh because it's greyed…

Why is Scheduled Refresh greyed out in Power BI Online?

Laszlo Molnar

Nick Maxwell

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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