Synchronize Microsoft Dynamics CRM with MYOB
The MYOB connector add-on for Dynamics 365 CRM is a secure, robust and reliable cloud-hosted service to synchronize and link customer records, invoices, and payments between Dynamics 365 CRM and MYOB. This ensures that the information is upto-date, saving you time, money and improving your customer relationships. You can easily have your organization and its related Contacts, Product/Services, Invoices, payments updated on both the ends. It reduces hours of laborious work of re-entering data again and again in Dynamics CRM and MYOB.
You can easily configure and synchronize the master data items such as chart of accounts, tax rates, products/services from MYOB to Dynamics CRM. The same can be enabled for other fields such as contacts, accounts from Dynamics CRM to MYOB.
Seamlessly track and push transaction information such as invoices from Dynamics CRM to MYOB. Payments are automatically pulled from MYOB into Dynamics CRM. The invoice information are linked to appropriate entities.
The solution is completely flexible for customization to meet your custom needs. This add-on enables you to trigger the synchronization based on your unique business needs. Get a clear view of your data synchronization using the dashboard.
MYOB Connector FAQs
Soluzione has developed MYOB Connector to ensure smooth two-way integration between Dynamics CRM and your MYOB subscription. It is a secure, robust and reliable cloud-hosted service to synchronize and link customer records, invoices, and payments between Dynamics 365 CRM and MYOB, ensuring that all of their information is up-to-date saving you time, money and improving your customer relationships.
The connector enables two-way synchronization between Dynamics CRM and MYOB. Below diagram provides a high-level view of data synchronization and data flow between two systems.
Below diagram provides a high-level view of data synchronization and data flow between two systems.
You can contact us for the same at [email protected]. The solution can only be installed by Microsoft Dynamics CRM administrators or by users with administrative privileges for Microsoft Dynamics CRM.
The solution is not version-specific. It will work with all the versions of Dynamics CRM.
Yes, it works with both the versions of Microsoft Dynamics CRM On-premise as well Online.
CRM Organization Id uniquely identifies your CRM instance. Normally the CRM organization id will be automatically detected and pre-filled. E.g. it will look like “F9168C5E-CEB2-4faa-B6BF-329BF39FA1E4”. You can also locate this manually in your CRM instance by navigating to Settings->Customizations – > Developer Resource. The ID will be a unique organization identifier.
Figure: Locate Organization ID