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Magnetism Solutions: Dynamics 365 Integration

By Magnetism Solutions: Dynamics 365 Integration
0 out of 5 stars
Xero Integration for Dynamics 365 is a two-way sync between Dynamics CRM & Xero. Automatically sync payments, invoices, credit notes, contact information and more. Trust in our latest app fully supported by a Microsoft Gold Partner backed by thousands of deployments.
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Listed for
9 months
August 2023

Overview

Our Xero Integration for Dynamics 365 leaves you in total control while saving time when using Xero and Dynamics 365. It is fully customisable and user-friendly to ensure that every member of your team feels empowered to work no matter if in Xero or Dynamics 365.

Magnetism's Xero Integration App is perfect for any organization that needs to connect their Dynamics 365 instance easily with Xero. This simple connector ensures two way syncing of payments, invoices, credit notes, contact information and more to ensure that both systems are up to date with the correct information. Never have duplicated or incorrect data in two systems again.

Your team can make regular use of either platform and rest assured that the information is automatically synced to the other, creating a unified dataset of customer information. It removes the need to enter information twice, saving you time and data disparity over the two systems from possible data entry errors.

It can save you from sending out incorrect invoices to customers by ensuring you are using the most up to date data at all times. Don't risk it - when dealing with customer and billing information - you don't want to risk working with outdated information.

Magnetism Solutions: Dynamics 365 Integration
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Magnetism Solutions: Dynamics 365 Integration + Xero

The Xero Integration for Dynamics 365 is the perfect time saving tool for any business using both Dynamics 365 and Xero.

FIX DATA DUPLICATION Never doubt your data again. Our Connector will ensure that all your data is fixed between systems so you know who has paid, who hasn't and track that against customer records.

VISIBILITY Make better business decisions and get a clear view of your customer data and payment data. Never will you have to patch the two together.

TRACK PAYMENTS Easily make and track payments across both Dynamics 365 and Xero systems to ensure you are up to date. Never have any data disparity between systems.

CREATE BI-DIRECTIONAL CREDIT NOTES IN CRM AND XERO Create credit notes that flow into both systems to ensure anyone looking at that account is kept up to date with all information.

TRACK INVOICES Easily track invoices in both CRM and Xero with the knowledge that the data in the system is correct in both and there are not data duplication errors and time wasted.

SAVE TIME Spend more time on the things that will drive your business forward - not the time-consuming, menial data driven tasks. Leave that up to us.

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Additional info

Shared data

Xero
Magnetism Solutions: Dynamics 365 Integration
Invoicesshared from Xero to Magnetism Solutions: Dynamics 365 Integration and from Magnetism Solutions: Dynamics 365 Integration to Xero
Contactsshared from Xero to Magnetism Solutions: Dynamics 365 Integration and from Magnetism Solutions: Dynamics 365 Integration to Xero
Accountsshared from Xero to Magnetism Solutions: Dynamics 365 Integration and from Magnetism Solutions: Dynamics 365 Integration to Xero
Tracking Categoriesshared from Xero to Magnetism Solutions: Dynamics 365 Integration
Tax Ratesshared from Xero to Magnetism Solutions: Dynamics 365 Integration
Paymentsshared from Xero to Magnetism Solutions: Dynamics 365 Integration
Itemsshared from Xero to Magnetism Solutions: Dynamics 365 Integration and from Magnetism Solutions: Dynamics 365 Integration to Xero
Credit Notesshared from Xero to Magnetism Solutions: Dynamics 365 Integration and from Magnetism Solutions: Dynamics 365 Integration to Xero
Branding Themesshared from Xero to Magnetism Solutions: Dynamics 365 Integration

Functions

Custom integrationCRM

Industries

Professional servicesAccountingHealth

App details

By Magnetism Solutions: Dynamics 365 Integration
Added in 2023

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supporthelp@magnetismsolutions.com

Contact

+64 9 888 4086

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Get started with Magnetism Solutions: Dynamics 365 Integration

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