XERO Connector for Microsoft Dynamics
Send standard Dynamics Invoices to XERO from Dynamics
Data is synchronised back into Dynamics such as payment statuses, amounts credited and we can even add the PayNow link from XERO into Dynamics so that Invoices sent from Dynamics will come with the Paynow link.
Purchasing can also be integrated from this solution with Dynamics Field Service
Save Time & Cost with Xero Connector
No extra admin work
No XERO errors
No typing data twice
XERO connector mimics the way that XERO works
A standard Dynamics Invoice can either be an Invoice or a Bill which is the same in XERO
CRM Dynamics
Have A Look At Our CPQ Solutions
Quote Manager
CPQ
Our Quote Manager CPQ allows sales to search and add product, manipulate the quote output to meet the needs of the customer.
The product database is held in Dynamics and allows for one excel sheet export and import to manage additions and changes and invoicing financial transactions.
Order
Manager
Our Order Manager solution works with the Quote Manager CPQ and allows users to manage the complexities of Customer Orders.
Also included in this module is
billing /recurring revenue, sales tax
and invoicing financial transactions.
Stock And Purchasing
Our Stock and Purchasing module works with Order Manager to give you greater insight into stock & purchasing information.
Users can make better decisions
to speed up customer deliveries and reduce stock levels.