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Xero CRM Integration for Dynamics 365 Sales

Effortlessly sync your financial data between Dynamics 365 and Xero with our seamless connector. By an established connections, invoices created in Dynamics 365 will be automatically do xero crm integrations.

Why Choose Microsoft Dynamics 365 CRM?

Features of Xero CRM Integration

Dynamics 365 CRM Xero integration for Automatic syncing

Effortlessly connect Dynamics and Xero with our ready-to-use connector, eliminating complex setup.

Create accurate Orders

Avoid manual entry, Populate Dynamics orders with precise product information from Xero.

Improve collaboration and Process

Eliminate data entry errors and accelerate the efficiency of your accounts and sales team.

Cleared Doubts: FAQs

What is Xero Integration for Dynamics 365?

Xero Integration for Dynamics 365 creates a smooth integration between your Dynamics 365 CRM and your Xero subscription. It links customer records in Dynamics 365 with financial information in Xero.

How does the integration work?

If your invoices are generated in Dynamics 365 or Xero, they sync straight through to the other system. You can input invoices, payment details, credit notes, and contact information on your CRM system or Xero account without the need for duplication.

What happens when payments are allocated to invoices in Xero?

When payments are allocated to invoices in Xero, the payment details are pulled back into Dynamics 365 so the system has a record of paid, partially paid, and unpaid invoices.

What are the key benefits of this integration?

Save Time: Information entered in either Dynamics 365 or Xero will be updated in both.

Minimize Error: Eliminates the task of entering data twice, reducing the likelihood of errors.

Up-to-date data: When invoices are created in either system, the data is automatically updated in both.

Accessibility: Invoice and payment history is available in both Dynamics 365 and Xero.

Automation: Workflow rules can automate processes, such as notification emails to customers when an invoice is overdue.

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