Xero Accounting Connector Add-On Webinar

Overview

The Xero Accounting Connector add-on is a no-code solution, designed by Soluzione, to connect Xero and Dynamics 365. This powerful add-on bridges Microsoft Dynamics 365 (for CRM and sales management) with Xero (for accounting and financial records), allowing organizations to eliminate manual data entry and connect their customer and financial systems seamlessly.

The session is designed for professionals and teams worldwide who currently use both Dynamics 365 CRM and Xero.

What We Covered

During the webinar, we will demonstrate the Xero Accounting Connector in action, showing :

How to configure and activate the integration between Dynamics 365 and Xero

Automated synchronization of contacts, invoices, payments, and financial records

Real-time data movement between CRM and accounting systems

How the connector helps maintain accurate and up-to-date records across platforms

Practical ways organizations can reduce manual effort and improve operational efficiency

In this session, you will learn how to:

Connect Dynamics 365 CRM with Xero using a structured integration setup

Automate synchronization of customer and financial records between both platforms

Reduce manual data entry and avoid inconsistencies across systems

Improve visibility for sales, finance, and operations teams through connected data

Manage CRM and accounting workflows more efficiently with real-time synchronization

Understand practical use cases where integrated CRM and accounting systems improve daily operations

Watch Now

Speaker

With over 25 years of experience in technology and business leadership, Nikhil has held impactful roles at Microsoft and Mahindra Satyam, driving enterprise digital transformation and solution architecture. At Microsoft, he played a pivotal role in technology strategy, pre-sales, and market incubation, helping businesses adopt cutting-edge solutions.

Today, as Co-Founder of Soluzione, he leads innovation across Dynamics 365, Power Platform, Azure, and AI-driven solutions, enabling businesses worldwide to streamline operations, automate processes, and scale with confidence. Beyond Soluzione, he has also co-founded ventures like Lendmantra (fintech) and Ensurite (cybersecurity), reflecting his vision for practical, impactful digital transformation across industries.

Frequently Asked Questions

01 What types of records can be synchronized between Dynamics 365 and Xero?

The connector supports the synchronization of key records, including contacts, invoices, payments, and financial data.

02 Is the integration real-time?

The webinar demonstrates how the connector enables automated synchronization to maintain up-to-date records across both systems.

03 Who should watch this webinar?

This session is useful for organizations using both Dynamics 365 CRM and Xero, especially teams managing sales, finance, customer operations, or reporting processes.

04 Can I request a personalized demo after watching the recording?

Yes, you can connect with the Soluzione team for a personalized walkthrough or product discussion based on your business requirements.