What's New!

Version 9.0.4.6

Features

    Real time processing of synchronization from Dynamics 365 CRM to QuickBooks
    Two-way sync of Account/Contact data to QuickBooks Customers and vice-versa
    Two-way sync of Products and Prices to/from QuickBooks and Dynamics 365 CRM
    Link existing Accounts/ Contacts/ Products in Dynamics 365 CRM and QuickBooks to avoid data duplication
    Ability to promote Quote/Order/Invoice one-time from Dynamics 365 CRM to QuickBooks
    Complete Accounting Transaction history of all transaction types and their latest updates available within Dynamics 365 CRM
    Ability to bring over Customer Aging details
    Sales tax calculation in Dynamics 365 CRM for Quotes, Orders and Invoices
    Accounting Dashboards in Dynamics 365 CRM includes Recent Transactions, Top Customers, Pending Invoices, etc.
    Accounting fields can be secured through Field Level Security
    Ability to integrate Dynamics 365 CRM with multiple QuickBooks
    Batch processing through configurable polling times from QuickBooks to Dynamics 365 CRM
    Seamless integration within native CRM entities and forms
    Ability to access the solution via web, mobile and Tablet as well
Last modified 3mo ago
Copy link