Xero Integration for Dynamics 365 - Full Feature Demo

Xero Integration for Dynamics 365 from Magnetism provides smooth integration between Dynamics CRM and Xero. It bridges the gap between customer activity and customer financial profile. It provides time savings and better visibility of your customers.
How does it work?
Invoices generated in CRM are pushed through to Xero. At the same time any changes to Contact details are synchronised with Xero so that changes in CRM are automatically transferred through. If a client is not yet loaded into Xero, details will be automatically transferred to CRM. When payments are allocated to invoices in Xero, the payment details are pulled back into CRM so the CRM system has a record of paid, partially paid and unpaid invoices.
What are the key benefits?
- Save Time
There is no need to switch between systems. Information can be entered in either Dynamics CRM or Xero and will be updated in both.
- Up-to-date Data
When invoices are created in wither system the data is automatically updated in both. This includes the associated account or contact information.
- Automation
Workflow rules can automate processes, such as notification emails to customers when an invoice is overdue, increasing efficiency.
- Minimise Errors
Eliminating the mundane task of having to enter data twice greatly reduces the likelihood of costly errors and inconsistency.
- Accessibility
Invoice payment history is available in both Dynamics CRM and Xero therefore all authorised users can access this information.
- Visibility
You can view information across the whole organisation. This allows for better communication and more informed decision making,