Dynamics Connector
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.



DYNAMICS 365 Sage XERO QUICKBOOKS
100% ACCURATE
No more data entry errors.
BILLING AUTOMATION
Create hundreds or thousands of invoices automatically using Billing workflow.
IMPROVE EFFICIENCY
Improve efficiency and scale your business by utilising accounting functionality such as debt chasing, reporting and payment processing.
BEST OF BOTH WORLDS
Get the best of both worlds using Dynamics 365 CRM for customer communication and your accounting package for finance.
Videos
Dynamics Connector
Sage 50C Overview
Dynamics Connector
Xero Overview
Dynamics Connector
Quickbooks Online Overview
Power BI Connector
Sage 200 Overview
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.
Dynamics Connector
£950 $1,290 €1,190 /YR
- 10 User License included.
- £95 per user per year above 10 users.
- £30 per user per year above 50 users.
- Data Migration of Customers, Suppliers and Products.
- Invoices and Credit Notes.
- Customers and Products.
- Track Invoice Outstanding Amount.
- Track Customer Balances.
- Track Product Stock Levels.
- VAT Calculation.
- Billing and Recurring Invoices.
- PDF Creation and fulfilment.
- Automation.
SQL Connector
£950 $1,290 €1,190 /YR
- Customer, Supplier, Sales, Purchase and Accounting Data
- Power BI Template included.
- Export to MySQL or SQL Server.
- Simple TXT files for Excel.
- Incremental Updates.
Stripe Connector
£950 $1,290 €1,190 /YR
- Pre-Authorise Bank or Credit Card.
- One-off or recurring payments.
- BACS or SEPA for EU Bank Transactions.
- All payment details stored only in Stripe.
- Purchase multiple licenses for each Currency.
Configuration
£750 $1,050 €900
- Configuration and Handholding.
- Requirements Specification.
- Software Configuration.
- Supervised UAT.
- Typically three 40 minute online sessions.
Multi-Company
£950 $1,290 €1,190
- Multiple Accounts Legal Entities.
- Multiple Stripe Instances.
- Contact us for more than five legal entities.
- Always with Configuration and Handholding.