About XERO Connector in Dynamics 365

XERO Connector in Dynamics 365 is a software solution from CRM Dynamics Limited that integrates XERO accounting software with Dynamics 365. It provides features such as data synchronization, transaction management, and report generation so users can maintain consistent financial records across platforms. This connector allows for automated updates of financial data, reducing manual entry errors and improving overall accuracy. Users can access real-time reports and insights into their financial performance, facilitating timely decision-making. Key capabilities: data synchronization transaction management report generation real-time updates multi-currency support Best for: businesses that need to connect their accounting operations with Dynamics 365 for more efficient financial management.

XERO Connector in Dynamics 365 Details

Vendor
CRM Dynamics Limited
Year Launched
2011
Location
167-169 Great Portland Street, 5th Floor, London, W1W 5PF
Deployment
cloud
Training Options
videos, demo
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Dutch, Portuguese, Chinese, Japanese
Users
Businesses using both Microsoft Dynamics 365 and XERO, Accounting firms, IT consultants, Financial managers, Business operations managers, Small and medium-sized enterprises
Industries Served
Retail, Manufacturing, Wholesale, Professional services, Financial services, Construction, Healthcare, E-commerce, Real estate, Logistics and supply chain
Tags
Billing, Invoicing, Xero Connector, Dynamics 365

XERO Connector in Dynamics 365's In-App Market Place

Does XERO Connector in Dynamics 365 have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CNY (¥), INR (₹), BRL (R$), MXN ($), CHF (Fr), SEK (kr), NZD ($), SGD ($), HKD ($)

Pros & Cons

  • Seamless Integration: Synchronizes sales and purchasing data between Microsoft Dynamics 365 and Xero, minimizing manual entry.
  • Error-Free Data: Eliminates errors caused by double data entry, ensuring accurate financial records.
  • Payment Integration: Adds the PayNow link to invoices in Dynamics, making payments easier for customers.
  • Requires Both Platforms: The integration is useful only for businesses already using both Dynamics 365 and Xero.
  • Potential Setup Complexity: Initial setup might require technical expertise to configure the integration properly.

XERO Connector in Dynamics 365's Support Options

Chatbot

Available

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