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How do I enable/disable the Microsoft Dynamics 365 integration? 

Product Team
  • Updated

To enable the Dynamics 365 integration, go to the ‘Integrations’ section on the left-hand menu. Select ‘Marketplace’, then click on the ‘Accounting’ tab. Locate the ‘Microsoft Dynamics 365’ card and click ‘Connect’.

Follow the steps to complete the setup flow. You’ll see a green ‘Connected’ label when the Dynamics 365 integration is enabled.

 

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To disable the Dynamics 365 integration, go to the ‘Integrations’ section on the left-hand menu. Select ‘Marketplace’, then click on the ‘Accounting’ tab. On the connected ‘Microsoft Dynamics 365’ card, click ‘Settings’. Near the bottom of the page, click ‘Remove integration’.

 

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