Effortless Data Synchronisation

Our Dynamics Connector allows seamless integraion of Microsoft CRM with several of the most popular accounting packages including Xero, Quickbooks Online and Sage 50C (not the US version) and Sage 200. Invoices are regularly pushed from Dynamics into the accounting package together with the Customer and Product data and a tax calculation if required. The resulting invoice number is stored back inside Dynamics and the outstanding balance of the invoice and the customer balance also copied back over from the acocunting package into Dynamics. A clean Dynamics installation benefits from our data migration features to push customers, supplies and products effortlessly into Dynamics when you first set up your system. 

Our included billing features allow you to generate hundreds or thousands of invoices in Dynamics with a simple custom transaction entity containing all your monthly invoice items for both Accounts and Contacts. These invoices can flow into your accounting package or be used to take automated payments using Stripe or other payment systems such as Direct Debit in the UK.

We can work with you and your reseller also if you want to manage payments from Dynamics to push and allocate payments against invoices in the accounting package with the help of some workflow and a custom entity.

Our Stripe Connector for Dynamics 365 creates setup links that you can email your customers for them to set up a payment method with a Card or Bank Account in Stripe. You then create payment records using workflow in our Transaction table which takes the payment directly into Stripe or notifies you of any problems such as an expired card. Our website is used as a proxy to generate the payment setup forms so that all the integration with Stripe is automatically handled.

Please see more detailed information on our Xero Connector, Quickbooks Online Connector, Sage 50 Connector, or Sage 200 Connector.

Pricing

The Connector comes in three flavours for Dynamics, SQL and for Stripe each priced independently. All support Xero, Sage 50C, Sage 200 and QuickBooks Online. The Dynamics Connector also supports Dataverse. Monthly subscription is available at a tenth of the annual price (two months free with annual subscription). Contact us for bespoke pricing If you have specific requirements. Reseller pricing is the same as our direct pricing.