Connect Xero to Microsoft Dynamics CRM

1. XERO Connector for D365 Make Microsoft Dynamics 365 work seamlessly with XERO using Soluzione’s bi-directional D365toXERO Connector Add-On

2. https://www.solzit.com/xero-connector/ Overview • Xero is a cloud-based Accounting Software Platform preferred by many SMBs. • Microsoft Dynamics 365 is the platform used by Small, Medium and Large businesses for variety of their ERP functions like CRM, F&O, HRA, etc. • Soluzione’s XERO Connector for Dynamics 365 facilitates organizations with the capability to synchronize XERO and D365 CRM is a flexible, secure, robust and reliable way to link customer account\contact details, invoices, payments and other records between these platforms. • Using this connector organizations can relate Contacts, Accounts, Products, Services, Orders, Invoices, Payments across both ends through its bi-directional communication capabilities. • This helps in maintaining up-to-date information non-ambiguous consistency between both systems which helps in saving time, money and effort to improve overall business process and customer relationships.

3. https://www.solzit.com/xero-connector/ Salient Features • Plug-n-Play: Just deploy the Connector, perform simple 1-time Configuration and start using Dynamics with XERO. • Flexibility: Allows data-interchange from both default and custom entities • Bi-Directional: Facilitated 2-Way synchronization between D365 CRM and XERO (D365toXERO & XEROtoD365) • Extensibility: Supports using of custom workflows and business rules for data processing during interchange • Transparency: Provides automated tracking of Transactions with improved visibility through Dashboards. • Complete-Control: Accommodates the ability to set synching mechanism as both fully-automatic and manually triggered.

4. https://www.solzit.com/xero-connector/ Default State of Data Flow Chart of Accounts Account Types Tax Rate Tax Type Product Items (Inventory Item) Account Customer / Supplier* Contact Customer / Supplier / Employee* Invoice Invoice / Bill* Invoice Payment Payment Credit Note Credit Note * Configurable according to the setup used in your setup of Dynamics 365

5. https://www.solzit.com/xero-connector/ More about Soluzione • Soluzione is a Certified Microsoft Gold Partners specializing in D365 CRM with end-to-end services for its Development\Customization, Implementation, Techno-Functional Consulting and Support since 2011. • In the Microsoft spectrum, our team also specializes in PowerBI, PowerApps, MS Flows, Azure, MS 365, SharePoint, .NET Core, etc. and in Non-MS Stack we have extensive experience in M.E.A.N. Stack and Web Development using WordPress, PHP, HTML, CSS along with Portfolio building SEO\SMO services • Our client base spreads across multiple geographies of North America, Europe, South America, Oceania and Asia belonging to variety of Business Domains like Education, Insurance, Transportation, Finance, Healthcare and more. • Our motto is “absolute solution for your business” where we strive to deliver the product\services best suited for your business needs in a Quality Driven, Cost Effective and Time Efficient way.

6. Contact Us To know more about XERO Connector for D365, contact us at: Email: solz@solzit.com Call Us: USA: +1-800-860-6531 AUS: +61-291-882-143 IND: +91-99-267-91-901 Visit Us: Website: https://www.solzit.com/ LinkedIn: https://in.linkedin.com/company/soluzione Facebook: https://www.facebook.com/soluzioneit/ Twitter: https://twitter.com/soluzioneit Instagram: https://www.instagram.com/soluzione_it_services/