Tag Archives: Data Exchange QuickBooks Dynamics CRM

360 degree QuickBooks Accounting Insights Now within Dynamics CRM

Every organization has unique needs and preferences. Organizations prefer using different applications to fulfil diverse business needs. Many organizations use multiple applications like Intuit QuickBooks and Microsoft Dynamics 365 for their Accounting and Sales Teams. For the Teams, this could mean maintaining accounting information in both the systems independently. Hence, integration between the two systems… Read More »

Now your Sales Rep can access Inventory balance details in QuickBooks within Dynamic CRM

Businesses maintaining inventory need to make sure their Sales team has an accurate view of their stock in hand so that they can take up orders and commit deliveries accordingly. Getting the right inventory balances in Dynamics CRM can be challenging. An inaccurate inventory may lead to a lot of irregularities across your business and… Read More »

360 Degrees View of QuickBooks Customer records from within Dynamics CRM

Companies generally use 2 different applications to handle their Dynamics CRM and Accounting needs. If you are a Dynamics CRM/365 user that uses QuickBooks to handle your accounting, InoLink is integration tool between QuickBooks and Dynamics CRM, may be just what you are looking for. Key entity for both Accounting and Dynamics CRM/365 systems is… Read More »