Tag Archives: Dynamics CRM Online Integration QuickBooks

Sync quotes, orders, and invoices within Dynamics CRM now using tax information stored in QuickBooks Australian version too!

In most of the business types, there is a need of a financial system and Customer Relationship Management to maintain the customer details. Many times the sales team only have access to CRM system. Although sometimes the sales team do need the financial details in the sales process. So, in that case, there is a… Read More »

Now your Sales Rep can access Inventory balance details in QuickBooks within Dynamics 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 MS Dynamics CRM can be challenging. An inaccurate inventory may lead to a lot of irregularities across your business… Read More »