All CollectionsConnectorly for Microsoft Dynamics 365 and XeroSetup and Configuration
Advanced Setup and Configuration
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