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New CRM add-on with Microsoft Dynamics

We’re thrilled to announce the integration of a great new CRM add-on that will save you time and errors.

Let me introduce Magnetism, a Microsoft Gold Certified Partner, that strives to help businesses be more efficient and profitable by using Microsoft Dynamics CRM to streamline and automate processes.

Magnetism has created a handy connector for Microsoft Dynamics CRM and Xero that’s gives you a complete, real-time financial overview of your clients and suppliers.

Invoices entered in Dynamics CRM are automatically created in Xero – no more entering of data twice and greater accuracy. Payments added to invoices in Xero are also automatically synced with Dynamics, so you always have full payment information at your fingertips.

Watch this video to see how it works:

Find out more about this integration here.

 

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3 comments

julia holland
25 May 2011 #

we currently use xero for our accounting and are also in the middle of a month free trial of Dynamics 2011 crm. I would be interested in hearing/learning more about this…. costs etc too.
Kind regards,
Julia Holland

Mark Smith
25 May 2011 #

Hi Julia, feel free to send me an email mark (@) magnetism.co.nz and we can discuss how it works and also set you up with a trial if required. Or you could also contact me here at the bottom of this page: http://www.magnetism.co.nz/solutionscasestudies/solutions/xero.aspx

Regards

Mark

Doug Lamac
14 May 2013 #

We currently looking at using Xero when we move from CRM 4.0 to CRM 2011. I noticed in the video it talks about invoices but does it sync supplier orders too??

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