Advanced Setup and Configuration
By Laszlo1 author5 articles
- 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