You are seeing a message "Stellarise solution seems not be installed. Install it first using the links above in this page." when you try and update the connection. Why is this happening?
This step of the process checks that the Stellarise solution is installed in Dynamics 365; you're sure you've installed it but this step is failing. There are two things to check.
Have you installed the Stellarise Managed Solution?
Navigate to Settings > Solutions in Dynamics 365. You should see a single, Managed, Stellarise Connector for Dynamics 365 and Xero installed.
- If you can't navigate to see this then you don't have permissions to install solutions and will need to speak to someone who has administrative access to your Microsoft Dynamics 365 instance for help.
- If you can't see the solution installed, you will need to install the solution either through Microsoft AppSource or by Downloading the manual package and installing that way.
You should see Stellarise Solution as highlighted below:
Are you connecting to the correct Dynamics 365 instance?
If you have installed the solution, but you are still getting this message, then check to see if you're connecting to the correct instance when you create the connection to Microsoft Dynamics 365. You may have more than one instance and have selected the wrong one which doesn't have the Managed Solution installed.
One way you can check out the instances you have is to navigate to the Dynamics 365 Administration Centre - this will display all instances. If this connection is in use in production, then make sure you have selected the production instance when connecting to Dynamics 365. Click on each instance and you will see what Solutions are installed; check that Stellarise Connector for Dynamics 365 and Xero is installed.
In the following example there are three instances; Sandbox, Production and a default. Confusingly in this example the default was the wrong instance to connect with; Production was correct.
Tech Support Notes
In the backend this error may manifest itself as log messages stating that connection does not exist in Dynamics 365! or connection is not REST!