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Integrate Xero with Microsoft Dynamics CRM

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

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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.

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.

Microsoft Dynamics CRM Integrations
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Best ways to Integrate Xero + Microsoft Dynamics CRM

  • Xero Integration Microsoft Dynamics CRM Integration

    Xero + Microsoft Dynamics CRM

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

    Xero + Microsoft Dynamics CRM

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

    Xero + Microsoft Dynamics CRM

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

    Xero + Microsoft Dynamics CRM

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

    Xero + Microsoft Dynamics CRM

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

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • 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)

  • 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • 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.

  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Xero & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Xero 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 Microsoft Dynamics CRM 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 Xero to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Xero and Microsoft Dynamics CRM

Xero?

Xero is a cloud-based accounting software which allows you to manage all your accounting needs from a single dashboard. It’s simple and easy to use, and provides you with the tops and insights you need to run your business.

The features of Xero are:

Secure file storage and sharing through the cloud

Easy cplaboration on all aspects of your business, including sharing financials with your accountants.

Automatic backups and data protection through the cloud.

Ability to work from anywhere at any time with an internet connection.

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software (CRM. that includes a combination of features for sales & marketing, customer support, service, field service, project management, and mobile devices. It is designed to help business owners analyze interactions with customers and prospects, manage leads and opportunities, improve sales conversions and track sales performance over time. The latest version of CRM is Microsoft Dynamics 365 for Customer Engagement.

Integration of Xero and Microsoft Dynamics CRM

Xero is now able to integrate with Microsoft Dynamics CRM and people can add contacts from CRM to Xero. Xero will automatically detect the accounts in those contacts and import them into Xero. This integration will make it easier for the users to manage their contacts across multiple applications from one place. In addition, it also helps to generate reports based on the data imported from CRM. The integration also supports the Microsoft Dynamics Marketing platform, which allows users to target customers based on their behavior, demographics or location.

Benefits of Integration of Xero and Microsoft Dynamics CRM

Xero has integrated its accounting software with Microsoft Dynamics CRM to allow users access to more information about their customers. Information that was previously unavailable can now be easily accessed. This integration allows contacts added to CRM to be automatically synced with Xero, saving time and improving efficiency. Additionally, users can generate reports using these two sources of data together. This integration makes it easier for users to keep track of their contacts’ activities by allowing them to view activity logs in both systems. It also helps users create better marketing campaigns by giving them access to information such as customers’ buying history from both systems, which they can use to create customized messages for each individual customer or prospect. Additionally, the integration will enable users to build comprehensive reports using information from both systems. This will allow users to manage their business more effectively by giving them access to more information about their customers. It also makes it easier for users to keep track of their contacts’ activities by allowing them to view activity logs in both systems. This integration will allow users to create better marketing campaigns by giving them access to information such as customers’ buying history from both systems, which they can use to create customized messages for each individual customer or prospect. In addition, it also helps users to build comprehensive reports using information from both systems. This will allow users to manage their business more effectively by giving them access to more information about their customers.

The process to integrate Xero and Microsoft Dynamics CRM 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.