Prerequisites (or what you need to have in place to integrate Microsoft Dynamics 365 with Xero using Stellarise Connector)

To use Stellarise Connector for Microsoft Dynamics 365 and Xero you must have...

Xero Requirements

1. A Xero account with Adviser permissions.

Microsoft Dynamics 365 Requirements

A Microsoft Dynamics 365 online instance with:

1. At least one Microsoft Dynamics 365 For Sales Professional license (if you wish to have Sales Hub customisation then Microsoft Dynamics 365 For Sales Enterprise license)
2. Microsoft Dynamics 365 environment with Dynamics 365 for Sales Application installed. To check this, from  https://portal.office.com go to Admin then the Dynamics 365 admin page. Select your Organisation and you can should see the installed apps:

Once you've checked that you have the pre-requisites for Stellarise Connector for Microsoft Dynamics 365 and Xero you can:

• Create your Account for Stellarise Connector
• Connect Dynamics 365 to Xero
• Find out What's new in this release
• Upgrade Stellarise Connector for Dynamics 365 and Xero