What's New!

Version 9.0.4.6

Features

  • Ability to integrate Dynamics CRM with multiple QuickBooks

  • Batch processing through configurable polling times from QuickBooks to Dynamics CRM

  • Real time processing of synchronization from Dynamics 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 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 and Pending Invoices etc.

  • Accounting fields can be secured through Field Level Security

  • Seamless integration within native CRM entities and forms

  • Ability to access the solution via web, mobile and Tablet as well