Connect Microsoft Dynamics 365 with Xero Accounting.

The Microsoft Dynamics range of business tools includes many applications that help organizations communicate with, and manage the relationships with their customers and stakeholders. These are referred to as ‘Customer Engagement (CRM) Applications’ and include Sales, Marketing, Customer Service, Field Service and Customer Insights.

Microsoft Dynamics also include a range of Enterprise Resource Planning (ERP) Applications. These applications integrate directly with the Customer Engagement (CRM) Applications which results in a highly integrated Business Solution.

Although most organisations need functionality of the Dynamics Customer Engagement (CRM) Applications, not all organisations need the complexity and cost of the Dynamics Enterprise Resource Planning (ERP) Applications. It is common that many organisations still need some form of integration between the CRM system and their non-Dynamics Finance system.

Inexpensive and easy to use financial systems like Xero, MYOB and Quick Books meet the financial needs of large and small companies. So many ‘out of the box’ solutions are available to connect these systems with Dynamics 365 CRM applications.

An effective solution that Orby have had excellent experiences with is ‘Xero Integration for Dynamics 365’ from Magentism. The product is feature rich and relatively easy to setup. Depending on your needs, the $200 USD per month subscription is a good investment. Please contact us if you want to know more about Xero Integration for Dynamics 365 from Magnetism.

If your needs are simpler and don’t justify this on-going expensive, or your needs are complex and need a bespoke solution, Orby can develop a custom integration between Dynamics 365/Power Apps and Xero Accounting.

Because Orby use Xero as our internal finance system, we have developed several direct links between Dynamics and Xero using the Microsoft Power Platform and Xero’s API. This allows us to automate many time-consuming tasks such as:

• Create Inventory Items in Xero from Products in Dynamics.
• Create Contact records in Xero from Accounts in Dynamics.
• Create invoices in Xero using data in Dynamics.
• Add Accounts and Contacts in Dynamics from Contacts in Xero (using duplication rules to prevent invalid records).
• Update financial data such as Outstanding Balances, Year to Date Sales etc in Dynamics Accounts from linked Contacts in Xero.

Creating a be-spoke integration between Dynamics 365 and Xero allows you to integrate custom processes and data manipulation that may be unique to a specific organisation or industry. Examples of this could be:

• Customisation of Dynamics 365 Product codes to match Xero items.
• Targeting invoices at specific Contacts in Xero based on business rules in Dynamics 365.
• Management of Purchase Order creation in Xero based on business rules in Dynamics 365.

If you want to discuss Xero integration with Dynamics 365 CRM in more detail, please don’t hesitate to contact us.