Proper financial management is key for any kind of business, no matter what you do. If your company uses Microsoft Dynamics 365 and Xero accounting software, then you already have two powerful tools you can use to your business’s advantage.
However, although both these tools are very useful, having to manually enter the same data into separate programmes can take time and potentially cause errors.
No worries, there’s a simple, easy solution - Xero Integration for Dynamics 365. This product was developed by our Magnetism team and is designed to connect your Xero subscription to your Dynamics 365 framework. This means that you can say goodbye to painstakingly working with Dynamics 365 and Xero accounting software as separate entities, and instead let the two work with each other in a streamlined way. This eliminates double entry, reduces errors and gives you a bird’s eye view of your company’s financial position.
What Is Xero Integration For Dynamics 365?
What exactly is this add-on? Xero Integration for Dynamics 365 is a ready-to-use connector that allows you to sync financial and customer data across both platforms. Essentially, you connect the two so that the two frameworks can share the same data.
Data that can be transferred and shared includes invoices, credit notes, payment updates and more. This tool ensures that both systems have the same up-to-date info, so everyone who accesses the information on either platform will see the same data. When your team uses the same, accurate data, there will be much less confusion and fewer mistakes, which is incredibly important when working with finances.
Is Xero Integration difficult to use? You don’t have to be an expert developer to set this up. We’ve carefully designed this add-on to be simple and effective to use, even if you’re not a tech pro. The setup can be done in less than 4 minutes if you follow the simple steps we’ve provided.
What should you know about Xero Integration?
Sync Financial Data In Real Time. When Dynamics 365 and Xero aren’t synced, you have to manually enter information into each platform, doubling the time it would take to complete this task. However, with syncing, all of your information can be updated at the same time. Your contact details, invoices, credit notes and payments can all stay synced and correct.
Avoid Data Discrepancies. Even if you’re using a straightforward copy-paste method, there’s still a chance you could make mistakes and not even notice them until something’s gone wrong. A unified connection ensures accuracy and also builds trust with your team and your customers.
Save Time. Time is money in the business world, and it’s always good to look for ways to save on time without cutting corners. Xero Integration promotes accuracy and productivity.
Insight Into Financial Health. Analysing your financial health from either platform becomes easier when you know all of your data is accurate. This also means that every team member who uses the Dynamics 365 framework can monitor payments, credit notes and more with ease.
Enhance Customer Experience. Of course, your customers are vital to your business, and it’s your responsibility to ensure they’re treated with care and respect. Accurate data and real-time updating help your team make faster, better decisions when following up on payments and more.
Case Study: Human Resources New Zealand
Human Resources New Zealand (HRNZ) partnered with our Magnetism team to streamline their entire membership and financial ecosystem. Our challenge was to rework their setup. They were working with multiple standalone platforms like Eventbrite, Mailchimp, SuiteCRM and Xero. While these platforms work well on their own, using them all individually quickly led to data inefficiencies and plenty of lost time. Member information being scattered across different systems made it a challenge to pull up necessary data when needed, making it difficult for members to complete standard tasks like registering for courses and events.
So, we implemented the Microsoft Dynamics 365 CRM and used our Xero Integration for Dynamics 365 tool. Our results?
Accurate, Automated Information. We successfully streamlined their invoicing process, reducing manual effort and errors.
Real-Time Insights. Synced updates give everyone real-time insights into renewals, expiries and applications.
Reduced Admin Workload. Connecting Xero greatly reduces admin workload, freeing up time for other important tasks.
Cleaner Member Experience. The improved experience isn’t just good for HRNZ’s team; it’s also great for their members. HRNZ can personalise content for members and make it easier to access the information they need.
Steamlining Your Work With Magnetism And Microsoft Dynamics 365
Xero Integration is just one example of how we can reshape your operations using Microsoft’s Power Platform. We help our clients unlock the true potential of tools like Power Apps, Power Automate, Copilot and other AI solutions. Although our team is based in New Zealand, we also offer our services for businesses in Australia and the UK.
Learn more about Xero Integration on our site. You can sign up for your 30-day free trial right now to test it out for yourself. Or, explore the rest of the products and add-ons we have available for you.
Need some help? Want to chat? Call us on +64 9 888 4086 or send us a message today.
Magnetism: Let’s bring your business into the modern world of CRMs, Dynamics 365 and AI-powered solutions.