Dynamics 365 Xero Connector Videos
Dynamics 365 Connector for Xero
Introduces the Redware Dynamics 365 Connector for Xero and gives you a good overview of functionality.
01 Install the Connector
Installation of the Connector - you will need to log in to CRM and a configuration file and a serial number to complete the installation.
02 Xero Configuration
Once the redware connector has been installed - you need to generate and configure security certificates to access your Xero installation safely.
03 Push Invoice into Xero
Demonstration of pushing an invoice into Xero.
04 Xero Multi-Company Configuration
Configuration of the Redware Connector for multi-company Xero - this is an advanced feature.