Required permissions
To be able to install the integration these permissions are required:
- MS Dynamics 365 Finance and Operations: System administrator
- Pleo: Admin or External Bookkeeper
Installation
- Copy model file into any directory on you devbox (for example c:\temp)
- In Command Prompt go to the directory
C:\AOSService\PackagesLocalDirectory\bin: - Type import command:
ModelUtil.exe -import -metadatastorepath=C:\AOSService\PackagesLocalDirectory -file=c:\temp\PleoIntegration-Pleo.axmodel - Open Visual Studio
- Go to the Extensions -> Dynamics 365 -> Build Models
- Check PleoIntegration in the list
- In the Options tab select Synchronize Database
- Click Build
When the build is complete you should see the message that the compilation succeeded with 0 warnings. You'll be able to find Pleo as a menu item within Finance and Operations.
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