https://store-images.s-microsoft.com/image/apps.65019.d6eb5776-2cb9-480c-900f-3580b8be3926.403761e9-52ff-4afc-b5c9-2f71d6b9b256.9270825a-45f6-46d1-8753-d9bf459eb246

Xero Integration for Dynamics 365

by Magnetism

(3 ratings)

Xero Integration creates a smooth integration between Dynamics 365 CRM and your Xero subscription

Xero Integration links customer records in Dynamics 365 with financial information in Xero. If your invoices are generated in Dynamics 365 or Xero, they sync straight through to the other system and vice versa - automagically!

Xero Integration for Dynamics 365 allows you to input invoices, payment details, credit notes, and contact information on your CRM system or Xero account without the need of duplication. When payments are allocated to invoices in Xero, the payment details are pulled back into Dynamics 365 so the system has a record of paid, partially paid and unpaid invoices.


KEY BENEFITS
  • Save Time - There is no need to switch between systems. Information that has been entered in either Dynamics 365 or Xero will be updated in both. Rest assured your systems work seamlessly together.
  • Minimise Error - Eliminating the mundane task of having to enter data twice greatly reduces the likelihood of costly errors and inconsistency.
  • Up-to-date data - When invoices are created in either system the data is automatically updated in both. This includes the associated customer information. This means no embarrassing emails to clients who have been incorrectly invoiced or sent inconsistent invoices.
  • Accessibility - Invoice and payment history is available in both Dynamics 365 and Xero so that all authorised users can access the information.
  • Automation - Workflow rules can automate processes, such as notification emails to customers when an invoice is overdue, increasing efficiency. This means happier, reassured clients and no late invoice payments.
  • Leverage your investment- You have already invested in both systems, so now use each system as it was meant for. Gain full visibility across an entire client in Dynamics 365 knowing you have the most up-to-date information. This allows for better communication and more informed decision making.

Installing this integration can be done in less than 4 minutes - no need for a developer. Simply download our solution, install and start syncing. It's that easy!

For more information and pricing, check out our Xero Integration for Dynamics 365 product page, or simply click "Contact me" above to get started with your free 30-day trial.

At a glance

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