User Guide for Mobius Connect for Dynamics 365

The Mobius Connect for Dynamics 365 Integration allows you to import your Manage accounting data directly into your Dynamics 365 application.

Feature Summary


System Requirements

ConnectWise Manage Configuration

Dynamics 365 Configuration

Mapping Corresponding Data

Clearing Transactions


Using the Application

Logging In

Connecting to OData Endpoints

The Main Screen

Running a New Batch

Validating a Batch

Rerunning an Existing Batch

Unposting Transactions

Synchronizing Invoice Payments


Customer Support

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