Integrating Microsoft CRM with Xero

Integrating Xero with Microsoft CRM

With cloud accounting software company Xero soon predicted to overtake MYOB in Australia, it’s becoming a more common question of how to integrate it effectively with other business systems. Small businesses are often mobile, and operate from a range of mobile devices. Together, both Xero and Microsoft Dynamics can be run from hosted systems in the cloud. Businesses recognise that the Microsoft Dynamics CRM (now 365) software is a very cost effective, fully featured CRM software choice. Many businesses would love to have their two most important software system communicate with each other. MrCRM uses the fully featured API from Xero and the flexibility of Microsoft Dynamics XRM to provide a very flexible solution.

It makes the two software packages communicate easily, cheaply and effectively.

This fully functional Xero to Microsoft Dynamics CRM connector is fully customisable to ensure near-real time updating of not only the CRM software by Xero but also Xero from the CRM system.

The functionality includes (but is not limited to):

  • Users from Dynamics CRM to Xero
  • Accounts Bidirectionally
  • Contacts Bidirectionally
  • Products Bidirectionally
  • Quotes Bidirectionally
  • Invoices Bidirectionally

We have the ability to link ANY Entity in CRM to the required area in Xero (and their API is growing all the time) so please contact us with any unique needs so we may discuss further. Get in touch today to discuss your needs with one of our Microsoft CRM consultants.

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