Smoothly integrate Dynamics 365 with Bexio, synchronizing Accounts, Contacts and Quotes.

Let's your employees work with application they know. No need to switch between your Dynamics 365 and Bexio.

Synchronize Accounts and Contacts from Dynamics to Bexio on demand or on Create/Update/Delete
Synchronize Quotes from Bexio to Dynamics using Recurrent Flows
Synchronize Notes related to Account, Contacts or Quotes as Comments to Bexio
Provide custom mapping using GUI

Theia Solutions Dynamics 365 Bexio Integration is very pragmatic and includes possibilities to integrate Bexio into your process. Integrating your Dynamics 365 data with Bexio makes it easy to maintain the Data Quality.

Leverage the Dynamics 365 reporting capabilities Synchronizing Quotes and Invoices and include those into your Dynamics 365 KPIs and take approptiate actions.

Using custom mapping makes it easy to integrate your Business specific fields and Dynamics 365 customizations.

Recurrent Flows lets you specify the Synchronisation occurence for Quotes and Invoices.

Comming soon:

Invoices Integration
Expenses Integration from Dynamics CRM to Bexio
Time Reportings from PSA/Field Services Integration

Dynamics 365 Bexio Integration

by Theia Solutions