Tag Archives: Dynamics CRM 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 »

Look Beyond “CRM” in your Dynamics CRM with QuickBooks Integration

CRM is not just about Customer Management anymore it’s now a business management solution integrating all areas of your business. Its no longer on desktop alone it needs anywhere access, any device access, it needs data from all areas at one place. Today we will look beyond CRM, we will visit your accountants’ desk using… 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 »

InoLink: QuickBooks – Dynamics CRM Integration Version 2.0 Released

We have come up with the next version of InoLink: QuickBooks – MS Dynamics CRM Integration InoLink: QuickBooks is an integration tool developed to integrate Intuit QuickBooks with Microsoft Dynamics CRM. After a detailed evaluation of the feedback received over a period, we have come up with this version. What’s new in this version? 1.… Read More »