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QuickBooks Integration for Dynamics 365 CRM – InoLink

kiadó: Inogic

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Connect Intuit QuickBooks Online and Microsoft Dynamics 365 CRM Online to increase productivity!

InoLink is an integration tool that helps you link QuickBooks Online with your Dynamics 365 CRM online. Get a 360-degree view of customer details to help understand them better. Gain key insights from historical data on aging balances, transaction history, totals, recent customer transactions, top customers, and other information in Accounting Dashboards in your Microsoft Dynamics 365 CRM window. Leverage InoLink’s seamless data exchange capabilities and avoid duplication of data in Microsoft Dynamics 365 CRM and QuickBooks.

Sync one or more QuickBooks companies with a single instance of Microsoft Dynamics 365 CRM with InoLink. Push data from Dynamics 365 CRM to QuickBooks via a secure channel in real-time.

InoLink supports QuickBooks versions of USA, UK, Canada, and Australia. InoLink is available for Microsoft Dynamics 365 v9.x and above. It supports online.

Start your 15-day FREE trial today! or click here to Get Quote as per your requirements!

Features:

  • Cloud-Based Integration Tool: Runs on Microsoft Azure.
  • Multiple QuickBooks Companies: A single instance of Dynamics 365 CRM can be synced with one or more QuickBooks Companies.
  • Accounting View of Customer: View customer balances and aging details from within Dynamics 365 CRM.
  • Send Quote/Order/Invoices to QuickBooks: Push Quotes/Order/Invoice from Dynamics 365 CRM to QuickBooks.
  • Tax Calculation for Quote/Order/Invoices: Calculate tax for Quote/Order/Invoice within Dynamics 365 CRM.
  • View Transaction History from QuickBooks: View detailed transaction history from QuickBooks within Dynamics 365 CRM.
  • Two-Way Sync: Easy Two-way sync of Accounts, Contacts, and Products between Microsoft Dynamics 365 and QuickBooks.
  • Avoids Data Duplication: Eliminate Duplication of data across systems.
  • Easy Configuration: Easily configure Data sync details along with polling intervals. InoLink supports Dynamics 365 CRM custom fields mapping with OOB QuickBooks Fields for unique or complex business processes.
  • Secure: Secure Accounting fields through field level security settings.
  • Accounting Dashboard: View recent transactions, top customers, pending invoices, etc. in Accounting Dashboard.

To learn more about this QuickBooks and Dynamics 365 CRM integration app, visit our website, online docs, or video library. Contact us at crm@inogic.com to get a complete demo from our technology experts.

Recommended Companion App for Integration:

  • Marketing4Dynamics: Sync Mailchimp and Microsoft Dynamics 365 CRM customers along with their marketing statistics data, ensuring easy and quick access to information without navigating from one application to another.
  • WhatsApp4Dynamics: The app enables users to communicate effectively with customers, prospects, and partners around the world via WhatsApp within CRM. Take your business to the next level with WhatsApp4Dynamics and increase your customers’ reach with short and crisp messages instead of long, descriptive emails!
  • TextSMS4Dynamics: Integrate SMS and Microsoft Dynamics 365 CRM. It also provides a chat user interface, message automation, scheduling messages based on CRM events, and support for multimedia messaging within Dynamics 365 CRM. This seamless messaging system enables businesses to communicate with customers within the CRM environment.

Explore Inogic’s extensive collection of over 15+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can elevate your Dynamics 365 CRM usage.

Áttekintés

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