Dynamics 365 Bexio Integration image

Dynamics 365 Bexio Integration

作者 Theia Solutions

Dynamics 365 Sales
Dynamics 365 Customer Service
Dynamics 365 Field Service
Dynamics 365 Project Service Automation
Power Apps

Smoothly integrate Dynamics 365 with Bexio, synchronizing Accounts, Contacts and Quotes.

Smoothly integrate Dynamics 365 with Bexio, synchronizing Accounts, Contacts and Quotes.

Let's your employees work with application they know. No need to switch between your Dynamics 365 and Bexio.

  • Synchronize Accounts and Contacts from Dynamics to Bexio on demand or on Create/Update/Delete
  • Synchronize Quotes from Bexio to Dynamics using Recurrent Flows 
  • Synchronize Notes related to Account, Contacts or Quotes as Comments to Bexio
  • Provide custom mapping using GUI

Theia Solutions Dynamics 365 Bexio Integration is very pragmatic and includes possibilities to integrate Bexio into your process. Integrating your Dynamics 365 data with Bexio makes it easy to maintain the Data Quality.
Leverage the Dynamics 365 reporting capabilities Synchronizing Quotes and Invoices and include those into your Dynamics 365 KPIs and take approptiate actions.
Using custom mapping makes it easy to integrate your Business specific fields and Dynamics 365 customizations.
Recurrent Flows lets you specify the Synchronisation occurence for Quotes and Invoices.

Comming soon:
  • Invoices Integration
  • Expenses Integration from Dynamics CRM to Bexio
  • Time Reportings from PSA/Field Services Integration

概览

Snapshot 1 of Dynamics 365 Bexio Integration
Snapshot 2 of Dynamics 365 Bexio Integration
Snapshot 3 of Dynamics 365 Bexio Integration
Snapshot 4 of Dynamics 365 Bexio Integration