Building a better customer experience with Xero Integration for Dynamics 365

With this simple Integration you can bridge the gap between your customer and financial data giving a more holistic view. Having better visibility of all your customer interactions allows you to build better, stronger relationships and customer loyalty.

The Xero Integration for Dynamics 365 is billed monthly at $200 USD.

How does the Xero Integration work?

The Xero Integration for Dynamics 365 works as a seamless 2-way sync between your Dynamics CRM and Xero. Your team can make regular use of either platform, rest assured that the information is automatically synced to the other, creating a unified dataset of customer information.

Some of the benefits of the Xero Integration for Dynamics 365:

  • Saves you time; as you only need to enter the data once

  • Increases productivity; as everyone is using the same, unified customer dataset

  • Builds better relationships with the customer; as you have a holistic view of their activity you can treat them as a whole rather than by departments.

  • Better customer experience; as you can see all their activity you can deal with actions and queries promptly and appropriately

  • Less wasted time for you and the customer; as you can see all their activity and deal with any actions quickly.

Check out the video below to learn more:

Our Xero Integration for Dynamics 365 leaves you in total control while saving you time. It is fully customisable and user-friendly to ensure that every member of your team feels empowered to work the way that suits them in the platform of their choice.

Simple Installation you can DIY

Watch the installation of Xero Integration for Dynamics 365 take less than 4 minutes. Simple and easy, you can do it yourself.

Frequently Asked Questions

  • The Xero Integration is the perfect time saving tool for any business using both Dynamics 365 and Xero.

    It works as a seamless 2-way sync between your Dynamics CRM and Xero. Your team can make regular use of either platform and rest assured that the information is automatically synced to the other, creating a unified dataset of customer information. It removes the need to enter information twice, saving you time and data disparity over the 2 systems from possible data entry errors.

  • Our Xero Integration for Dynamics 365 can be set up quickly and easily with no need for a developer to get involved. If you have administrator rights and know your way around Dynamics CRM, set-up can happen in no time at all! Watch the video above where one of our developers installs it in under 4 minutes.

  • The Xero Integration for Dynamics 365 works as a seamless 2-way sync between your CRM and Xero. It is designed to work without interfering with any existing customisations so it shouldn’t break anything. If you’re worried, send an email to sales@magnetismsolutions.com and our Dynamics CRM experts can support you through the process.

  • Yes! We offer a free 30-day trial, which we’ll help you set up. No credit card required and no obligations to continue if the Xero Integration isn’t right for you.

  • Don’t worry — unwinding the Xero Integration is a simple process and before you know it everything will be back to how it was before. Our Integration shouldn’t get in the way of your data or your regular business activities.

  • Of course. We're always here to help. Download the trial and then email sales@magnetismsolutions.com and we'll have our product specialist talk you through our Xero Integration.

  • The Xero Integration for Dynamics 365 is billed monthly at USD$200.

About Magnetism Solutions

Since 2009, we’ve unleashed our clients’ potential through our smart use of technology.

Using Dynamics 365 at the centre of your business, we can make technology work for you so you have more time to focus on your customers and keep them at the heart of your business.

Magnetism is a Microsoft Gold Certified Partner with over 1500 CRM deployments. We're a bunch of really clever people who care about getting the right outcome for you which includes our Zero Failed Implementations promise.

Some of our happy clients

We work as one with our clients to help them realise their potential through our smart use of technology. Specialising in the Microsoft Power Platform and Dynamics 365 we unleash your potential, improve your productivity and enable you to create great relationships with your customers.