Skip to content

Microsoft Dynamics 365 CRM Xero Connector

The Microsoft Dynamics 365 CRM Connector for Xero instantly integrates your sales cycle with Xero accounting.

Invoices created in Microsoft Dynamics CRM are automatically copied over into Xero, together with any associated customer accounts and products, without any re-typing.

Additional features include data migration, tax and VAT calculation, invoice automation and recurring invoices, and credit control.

Watch the Video

The video below demonstrates the Xero Connector software uploading an invoice from Dynamics CRM into Xero accounting.

The Benefits

  • Improves efficiency and scales your business by uploading hundreds of invoices automatically into Xero
  • 100% Accurate - no more data entry errors
  • Supports recurring invoices for automating your monthly billing cycle
  • Invoice automation creates invoices from your custom entities using standard workflow
  • Xero has extensive payment processing options as well as credit control and other accounting functionality

    Who is it for?

    Microsoft Dynamics 365 CRM Connector for Xero is a simple yet powerful solution that can accelerate the efficiency of your accounts team.

    It is particularly suited to:

    • Organisations using the sales cycle in Microsoft CRM wanting to push invoices into Xero
    • Organisations wanting to automate VAT calculation
    • Organisations with complex European or multi-currency VAT requirements
    • Organisations creating large numbers of invoices within CRM
    • Organisations experiencing data entry errors with their Invoicing
    • Accounting teams becoming overwhelmed after a succesful CRM rollout
    • Organisations with complex billing requirements
    Microsoft Dynamics CRM Connector for Xero  has the following features:
    • Easy to Install
    • Invoices are created automatically in Xero from a Dynamics CRM Invoice
    • Associated customer and product data are maintained automatically
    • VAT and nominal ledger are controlled by the product record within Xero
    • B2B and B2C commerce supported
    • Recurring and custom billing fully supported
    • Supports all versions of Microsoft Dynamics CRM including Dynamics 365 - on premise and online
    • 30-Day Money Back Guarantee

      Want to know more?

      Sign up here or email or contact us with your requirements and we can often integrate your accounting system with Dynamics 365 CRM within 24 hours. For complex requirements please consult your CRM Reseller or get in touch about our consultancy and implementation service.

      At Redware we also offer:

      • Reseller options where we work alongside your reseller for implementation and support
      • Complex billing and direct debit solutions
      • Credit Control add-on for Microsoft Dynamics CRM to set credit guidelines for UK, EU, and USA businesses
      • Consultancy to implement your billing and accounting functionality within Dynamics CRM
      • Software Development to integrate with other accounting software (for example Xero 200)

      Dynamics 365 Connector

      XERO     Sage 50    Quickbooks Online    Two-way Connection    Support