Install the MS Dynamics 365 Finance and Operations integration

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

  1. Copy model file into any directory on you devbox (for example c:\temp)
  2. In Command Prompt go to the directory
    C:\AOSService\PackagesLocalDirectory\bin:
  3. Type import command:
    ModelUtil.exe -import -metadatastorepath=C:\AOSService\PackagesLocalDirectory -file=c:\temp\PleoIntegration-Pleo.axmodel
  4. Open Visual Studio
  5. Go to the Extensions -> Dynamics 365 -> Build Models
  6. Check PleoIntegration in the list
  7. In the Options tab select Synchronize Database

  8. 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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