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Microsoft Dynamics CRM + Xero Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Xero

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations

Best ways to Integrate Microsoft Dynamics CRM + Xero

  • Microsoft Dynamics CRM Xero

    Microsoft Dynamics CRM + Xero

    Create Sales Invoice to Xero from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Xero Create Sales Invoice
  • Microsoft Dynamics CRM Xero

    Microsoft Dynamics CRM + Xero

    Create Bill to Xero from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Xero Create Bill
  • Microsoft Dynamics CRM Xero

    Microsoft Dynamics CRM + Xero

    Create Purchase Order to Xero from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Xero Create Purchase Order
  • Microsoft Dynamics CRM Xero

    Microsoft Dynamics CRM + Xero

    Create/Update Contact to Xero from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Xero Create/Update Contact
  • Microsoft Dynamics CRM Xero

    Microsoft Dynamics CRM + Xero

    Create Payment to Xero from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Xero Create Payment
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Xero in easier way

It's easy to connect Microsoft Dynamics CRM + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How Microsoft Dynamics CRM & Xero Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Xero

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM or simply CRM is a customer relationship management used to manage customer interactions and engagements with the help of software. It is a software that combines sales, marketing and service into one platform. It helps in managing customers and sales, communicating with customers, analyzing customers and sales, sending newsletters and making up-to-date reports to customers.Microsoft Dynamics CRM uses different methods for integrating with the other software. Such as web services, email, RSS, SharePoint etc. It can also use Excel spreadsheets to import data into CRM.CRM provides features for managing customer relationships such as tracking leads and converting them into opportunities. It provides various ways to communicate with customers such as emails, text messages, phone calls etc. It allows its users to create mailing lists based on geographical location. The CRM is integrated with websites using web services which allow the website visitor to receive instant updates from the website.

What is Xero?

Xero is a cloud-based accounting software that helps in financial management. It handles sales invoices, customer invoices, bank statements, payslips etc. It gives its users access to their records anywhere and anytime. It also has an app for Apple Watch so that the users can have access to their records anytime they want.Xero is compatible with Quickbooks. It allows its users to import transactions from Quickbooks and convert them into Xero records.In order to link Microsoft Dynamics CRM with Xero, Microsoft Dynamics CRM has to be integrated with Xero via the web services.

The process to integrate Microsoft Dynamics CRM and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.