Dyn365Pros implements and supports Dynamics 365 Customer Engagement (CRM). Seventy percent of customers, at some point, call us with questions about integrating CRM with their accounting or finance solutions. Synchronizing contacts, accounts, products, prices, and financial transaction history between CRM and the accounting solution provides many benefits. Two big ones are minimizing duplicate data entry by Dynamics 365 or QuickBooks users and the time spent by sales and accounting teams chasing after each other for customer information.
Over half of our small business clientele use QuickBooks for finance and accounting. We’re happy to report that Inogic, one of our solution partners, released an updated integration solution for Dynamics 365 Customer Engagement online and QuickBooks. The solution is called InoLink.
InoLink was released years ago, but the newest version is optimized for QuickBooks Online and Dynamics 365 Sales online. InoLink allows uni- or bi-directional synching between multiple records:
- Products
- Prices
- Orders
- Quotes
- Invoices
- Aging
Other things we like about InoLink are the native Dynamics 365 dashboards based on QuickBooks data. Field-level security is configured through the admin settings in Dynamics 365, and InoLink can calculate sales tax for CRM Orders. You can even synch multiple QuickBooks companies with a single instance of Dynamics 365.
Between installation, setup and training, you should be up and running in a few weeks. InoLink pricing is a fraction of what you pay for Dynamics 365 Sales licenses, so adding InoLink shouldn’t break the bank.
For more information about InoLink, click the button below to schedule a convenient call.
By Mark Abes, Vice President, Dyn365Pros, Microsoft Dynamics 365 partner, San Diego, Orange County, Los Angeles.
