Join Our Live Webinar

Learn How Dynamics 365 Users Simplify Accounting Workflows with Xero

Sync contacts, invoices, and payments automatically between your CRM and accounting systems.

Microsoft Solutions Partner | Dynamics 365 Integration Specialists

🌏 Asia-Pacific Session

Australia — 2:00–2:45 PM (AEST)

New Zealand — 4:00–4:45 PM (NZST)

Live Webinar | 29 April | Limited Seats

About the Webinar

Soluzione IT Services, a Microsoft Solutions Partner, invites you to a 60-minute live webinar focused on the Xero Accounting Connector add-on for 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, and it will be delivered live so you can ask questions in real time.

What Will Be Covered

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

How to set up and activate the integration between Dynamics 365 and Xero.
Automated two-way synchronization of key data, including contacts, invoices, payments, and financial records.
Real-time examples of how data flows between the CRM and accounting platforms without manual intervention.
Practical ways the add-on ensures financial information remains consistent and up-to-date across both systems.
Tips for reducing operational effort and avoiding errors caused by disconnected platforms.
You’ll see the integration working live and get a clear picture of its day-to-day impact.

Key Takeaways

By the end of the session, you will:

Understand exactly how the Xero Accounting Connector eliminates manual work between Dynamics 365 and Xero.
See proven ways to achieve seamless, automated data flow and consistent financial records across platforms.
Recognize the time-saving and error-reducing benefits for sales, finance, and operations teams.
Know what a more connected, efficient CRM + accounting setup looks like in practice.
Have the opportunity to ask your specific questions and get direct answers from the experts.
Join us on a Zoom call to explore a simpler, more integrated way to manage customer relationships and finances.

We are looking forward to seeing you there!

Presented By

What is the Xero Accounting Connector for Dynamics 365?

A smart integration solution to automate data transfer from Dynamics 365 to Xero and Xero to Dynamics 365.

The Xero Accounting Connector is a dedicated integration add-on that connects Dynamics 365 CRM to Xero accounting software, enabling seamless synchronization of financial and customer data between the two systems. Instead of manually transferring information between platforms, the connector automatically keeps key data such as contacts, invoices, payments, tax rates, and products aligned across Dynamics 365 and Xero.

Designed for businesses that rely on Dynamics 365 for customer and sales management while using Xero for accounting, this D365 add-on helps unify operational and financial workflows. With configurable synchronization, secure API integration, and flexible field mapping, the connector enables organizations to unify their systems and maintain accurate, consistent financial data. This enables better operational efficiency, improved data reliability, and a clearer view of business performance across departments.

Stop Moving Data Between CRM and Accounting Manually?

Discover how connecting Dynamics 365 with Xero can automate financial data exchange and help your teams spend less time on manual updates.

Book Free Demo

Key Features of Xero Accounting Connector

Everything you need to automate data flow between Dynamics 365 and Xero while maintaining accuracy across systems.

Synchronization Dashboard

The Xero Accounting Connector offers a built-in dashboard for tracking data movement, reviewing synchronization logs, and monitoring integration performance to maintain transparency and operational control.

Two-Way Data Synchronization

Xero Dynamics 365 integration enables important data to flow between these systems in real time or via scheduled synchronization. This ensures both systems reflect the latest financial and customer information.

Master Data Synchronization

Core business data, such as customer records, chart of accounts, products, and tax rates, can be synchronized between systems. This helps maintain consistent master data across CRM and accounting environments.

Invoice Synchronization

The connector enables seamless synchronization of invoices created in Dynamics 365 with Xero, ensuring financial records are updated accurately in the CRM system for other teams without manual intervention.

Payment Synchronization

Payment records can be automatically synced from Xero to Dynamics 365, helping finance teams to track payment status and maintain up-to-date accounting data and financial visibility within the CRM.

Flexible Field Mapping

Using a configurable interface, users can map fields between Dynamics 365 and Xero according to their business needs. This flexibility allows organizations to align data structures across systems without complex development.

Secure API-Based Integration

The integration uses secure API connections and modern authentication protocols to ensure that data transferred between Dynamics 365 and Xero remains protected and compliant with industry security standards.

Multi-Organization Support

For businesses operating with geographically distributed teams to manage different accounting structures, the connector supports synchronization across multiple organizations – keeping CRM and financial systems aligned.

Seamless Workflow Integration

By connecting CRM and accounting workflows, the connector enables sales and finance teams to work with the same data, improving collaboration and operational efficiency across departments.