Optimize your business with Microsoft Dynamics CRM and Xero working hand-in-hand
Soluzione’s Xero Connector Add–On for Dynamics 365 CRM offers you a smart and straightforward sync process to connect Dynamics CRM and Xero. It is a secure, robust and reliable cloud-hosted service to synchronize and link customer records, invoices, and payments between Dynamics 365 CRM and Xero, ensuring that all of their information is up-to-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 Xero, and your people can really work to grow your business.
Easily configure and synchronize master data such as Chart of Account, Tax Rates, etc from Xero to Dynamics CRM and Product/ Services, Contacts, Accounts from Dynamics CRM to Xero. Xero Accounting App Connector is an Add-on Facility that helps you connect CRM with Xero for accounting details.
Seamlessly track and push transaction information such as invoices from Dynamics CRM to Xero. Payments, Pre-payments and batch payments automatically pulled from Xero into Dynamics CRM and invoices are linked to appropriate invoices. Track all the financial activities through CRM.
This Solution is completely flexible and customizable to meet your custom needs. Enables you to trigger the synchronization based on your unique business needs. Get a clear view of your data from the dashboard. Xero Accounting App Connector
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