What's New!
- 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