MyConnect links your customer records in CRM with your ﬁnancial information in MYOB. If your invoices are generated in CRM - they sync straight through to the other system and vice versa - automagically! At the same time any changes to customer details relating to the invoice are replicated.
For example, if a client is not yet loaded into one of the systems, the client will automatically be created and linked. When payments are allocated to invoices in MYOB, the payment details are pulled back into CRM so the CRM system has a record of paid, partially paid and unpaid invoices. No need to worry - It’s all done for you.
Save Time There is no need to switch between systems. Information can be entered in either Dynamics CRM or MYOB and will be up dated in both.
Minimise Error Eliminating the mundane task of having to enter data twice greatly reduces the likelihood of costly errors and inconsistency.
Up-to-date data When Invoice/Contact data is entered, it is automatically updated in both systems. No delays means consistent data will always be accessible.
Accessibility Invoice and payment history is available in both Dynamics CRM and MYOB therefore all authorised users can access this information.
Automation Workﬂow rules can automate processes, such as notiﬁcation emails to customers when an invoice is overdue, increasing efﬁciency.
Visibility You can view information across the whole organisation. This allows for better communication and more informed decision making