Dynamics 365 Connector

Instantly integrate Dynamics 365 with Sage 50C, Xero, QuickBooks Online or Sage 200.

Invoices created in Microsoft Dynamics CRM are automatically copied over into your accounting database together with any associated Customers and Products, without any re-typing. The outstanding amount on the Invoice and the balance on the Customer are maintained in Dynamics 365 as you pay off the invoices in your accounting program.

We fully support Xero, Sage 50C, QuickBooks online and Sage 200 accounting packages and you can also synchronise accounting data for multiple companies to to a SQL Database or to Power BI reports with our SQL Connector or our Power BI Connector.

Additional features include:

• Data migration of your Customers, Products and Suppliers either way between Dynamics 365 and your accounting data.
• Tax and VAT calculation.
• Tracking of the outstanding amount against each Invoice.
• Synchronisation of the Customer Balance.
• Product Quantity on Hand also maintained automatically.

"For anyone who has Microsoft Dynamics CRM and wants it to talk to Sage, Redware's connector is the go to solution."

Warren Butler, Preact Limited

We support all versions of Xero and QuickBooks Online and Sage 200 Professional here in the UK. We support Sage 50C as sold in the UK, Ireland, New Zealand, South Africa and Australia (not the Canada/USA version or Sage 50 BOB sold in France and Belgium).

Connector Video

The video below demonstrates the Dynamics 365 Connector software uploading an invoice from Dynamics 365 CRM into your accounting system.

 “Redware’s software generates the invoices efficiently, is working well and our client is very happy."
Peter Gleadell, The Cloud Partnership

Our billing functionality is included allows for automated recurring invoices and invoice automation with creation of PDFs and simple workflow to create Invoices, Credit Notes, Purchase Orders and Payments. Organisations with monthly invoices or membership organisations can easily create thousands of monthly or annual invoices. The use of simple workflow allows you to create invoices following any billing event such as a phone or support call (for Lawyers or IT Support) or the addition of an item on a job for contractors and installers.

Our Billing tables automate all the steps involved in your billing cycle from creating chargeable events right through to invoice fulfilment. You can integrate any Dynamics 365 or custom data with simple workflow: 

1. Regular Monthly Billing - we provide a pre-configured custom table for controlling all your regular monthly billing - out of the box. Or for more complex environments, you can easily re-create or customise this table for your own billing cycle needs.

2. Chargeable Events - Use simple workflow to easily add a sales or purchase transaction for any billing event which will be billed automatically at the end of your billing cycle.

3. Invoice Creation - all transactions and billable items from different sources are collected together and a single invoice per customer is automatically created (convergent billing).

4. Invoice fulfilment  - automatic creation of PDF from invoices which can be emailed out to the customer from within Dynamics 365.

5. Payment Processing - we have automated Credit Card or Bank (Direct Debit) processing within Dynamics 365 using Stripe.

6. Connect to your accounts package - fully automated integration with Sage 50C, Xero, QuickBooks Online and Sage 200 accounting packages.

Billing Video

The video below is a short demonstration of our billing functionality for Microsoft Dynamics 365 CRM integrated with Sage 50.

 The Benefits

• Improve efficiency and scale your business.
• Upload hundreds or thousands of invoices automatically into Sage 50C.
• 100% Accurate - no more data entry errors.
• Get the best of both worlds - great customer communication and accurate finance monitoring.
• Billing automation with recurring invoices and PDF production as well as credit notes and purchasing.
• Stripe payment gateway for automated Bank and Credit Card processing.
  

Who is it for?

Microsoft Dynamics 365 CRM Connector is a simple yet powerful solution that can accelerate the efficiency of your accounts team so long as you are using Xero, QuickBooks Online, Sage 50C or Sage 200:

It is particularly suited to:

• Accounting teams becoming overwhelmed after a successful CRM rollout.
• Organisations with complex billing requirements.
• Sales teams requiring quick and accurate integration with accounting.
• Automating VAT calculation or dealing with European or multi-currency VAT requirements.
• Creating and automating large numbers of invoices.
• Improving accuracy and efficiency of Invoicing.

Features

Microsoft Dynamics 365 CRM Connector has the following functionality:

• Synchronisation with Sage 50C, Xero or QuickBooks Online.
• Copy Invoices and Credit Notes from CRM into the accounting package.
• Either way synchronisation and data migration of Customers and Products.
• Calculation of VAT – including EU and Worldwide Tax.
• Add a link or load the accounting invoice PDF into CRM.
• Outstanding Invoice amounts are tracked in CRM.
• Customer Balances and Credit Limits are tracked in CRM.
• Product stock quantities are tracked in CRM.
• Create Purchase Orders directly from the Invoice item.
• Support for nominal and tracking codes .

In addition, the Billing module supports:

• Multi-company so you can connect to more than one accounting database.
• Recurring or subscription Invoices.
• Automated invoices from custom entities.
• Automation of invoicing, credit notes, purchases and payments with workflow.
• Creation of Invoices and PDFs entirely within CRM.
• Creation of Invoices and PDFs entirely within CRM.
• Integration with Payment Gateways.

Pricing

Our Dynamics 365 Connector is available for £950/$1,350/€1,100 a year for up to 10 users or £95/$135/€110 a month. Additional users above 10 are £95/$135/€110 annually until you reach 50 users - from the 51st user onwards £30/$40/€35 annually. We offer a configuration and setup service so you can be 100% sure everything is working fine.

Want to know more?

Sign up here or email sales@redware.com 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 one of our CRM Resellers 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 365 CRM.
• Software Development to integrate with other accounting software (for example Sage 200).