https://store-images.s-microsoft.com/image/apps.53237.1c0b56ab-c667-4cd7-bdd5-74cd8416c21e.217ab9e7-94c7-4353-ae48-0453afba90ee.872db088-78b0-4e78-a0f1-c899bad25f75

Dynamics 365 CRM to QuickBooks and Outlook

by RoboMQ

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Integration between Dynamics 365, Quickbooks and, Outlook in few simple clicks.

RoboMQ Connect iPaaS allows line of business users to perform two-way API and data sync between Microsoft Dynamics 365 to QuickBooks and Microsoft Outlook. Accounting, finance, and ERP users in sales, supply chain, operations, and vendor management can build integration workflows in minutes to automate their tasks using on our no-code drag and drop user interface.

Create this integration in minutes for free without coding using this link, which has Dynamics 365 CRM, Quickbooks, and Microsoft Outlook connectors already added - all you need to do is update your filters and data mapping - https://trial.robomq.io/recipes/00cd09e0aa6a1ea5c4cb6586184ec703

Key functionalities:
  1. Create, run, and manage this integration without any coding. 
  2. Simple and easy to use UX.
  3. Select polling intervals of when you'd like to action your trigger in Quickbooks and Outlook. 
  4. Choose entity types from your Dynamics 365 CRM to process events from and filter these events.
  5. Selectively choose the events of interest to be processed by the action by applying criteria on the attributes or data fields of the event being processed. This is similar to applying And/Or conditions using more than one criterion.
  6. Perform basic data mapping and transformation using simple drag-and-drop functionalities, along with advanced transformation using Microsoft Excel style functions, and more. 
  7. Set up notification alerts to your email or mobile phone for managing this workflow.
  8. Pause, edit, or share this integration recipe along with all of your other integration recipes on the Manage dashboard.
  9. Observe event data and execution summaries of your integration workflows, along with event execution details to see what is happening in real-time with this or any workflows you create and run on Connect iPaaS. 
  10. Unlimited API calls and transactions can be performed with this integration, even with your free trial.

At a glance

https://store-images.s-microsoft.com/image/apps.20871.1c0b56ab-c667-4cd7-bdd5-74cd8416c21e.217ab9e7-94c7-4353-ae48-0453afba90ee.69815fa8-2675-4bbe-b89d-69a2a795b13a
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https://store-images.s-microsoft.com/image/apps.36699.1c0b56ab-c667-4cd7-bdd5-74cd8416c21e.217ab9e7-94c7-4353-ae48-0453afba90ee.82beb497-7af5-48c5-bac3-279b09fb3569
https://store-images.s-microsoft.com/image/apps.29862.1c0b56ab-c667-4cd7-bdd5-74cd8416c21e.217ab9e7-94c7-4353-ae48-0453afba90ee.25e91a40-af0e-49b7-a46e-7030e0d29063
https://store-images.s-microsoft.com/image/apps.26477.1c0b56ab-c667-4cd7-bdd5-74cd8416c21e.217ab9e7-94c7-4353-ae48-0453afba90ee.409ffbf9-325f-418d-9ce7-8e2c277c5a74
https://store-images.s-microsoft.com/image/apps.34417.1c0b56ab-c667-4cd7-bdd5-74cd8416c21e.217ab9e7-94c7-4353-ae48-0453afba90ee.26ac5515-6bd2-40e3-ba76-73c8f3c1a151