Company and environment selection
During the setup flow, you’ll be asked which company you’d like to connect with. You’ll also be asked to select the environment if the company has more than one. If only one company and environment is available, this will be selected automatically and you won’t see this step during the setup flow.
Changing the company or environment
If you wish to change the company or environment once the integration has been set up, you can do this by finding the active card in the Marketplace section and clicking Settings. Changing the connected company or environment will reset the integration, so you’ll need to set it up again with the new company or environment.
Using a sandbox environment
If a sandbox is available to you, you might want to start by integrating with this environment. This will allow you to experiment with the Soldo and Dynamics 365 integration and decide which configurations work for you before moving to your real account.