Connectorly for Microsoft Dynamics 365 & Xero is a SaaS (Software as a Service) solution that intelligently moves information from Microsoft Dynamics 365 Sales App to the Xero accounting system, supporting a workflow that allows you to create leads, opportunities, orders and invoices in Microsoft Dynamics 365 Sales App and then manage the financial process for these in Xero, where you can handle payments and reconciliation.

The connection is easily configured and allows you to:

Mix and match existing products alongside Write-In products Dynamics 365 invoices.
Extend existing Dynamics 365 Sales functionality to support Purchase Invoices (Bills), Sales Invoices and Credit Notes.
Configure whether you want Dynamics 365 to create new Xero Contacts, or instead only sync Invoices where the Contacts already exist.
Choose if you want Dynamics 365 to create new Xero Items (Products in Dynamics 365), or only create an Invoice if these Items exist already.

Connectorly for Microsoft Dynamics 365 & Xero

por Connectorly Limited