• Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
  • Xero logoXero logo

Microsoft Dynamics 365 CRM + Xero Integrations

How to connect Microsoft Dynamics 365 CRM + Xero

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  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account
    Triggers when a new account is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Contact Updated
    Triggers when a contact has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Lead
    Triggers when a new lead is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Lead Updated
    Triggers when a lead has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Opportunity
    Triggers when a new opportunity is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Opportunity Updated
    Triggers when an opportunity has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Create Account
    Creates a new account.
    Action
    Write
  • Microsoft Dynamics 365 CRM

    Creates a new contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Creates a new lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates an account.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.

    Scheduled

    Action

  • Xero

    Triggers when a new bank transaction is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new bill. (Accounts Payable)

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new contact.

    Scheduled

    Trigger

  • Xero

    Triggers when you receive a new payment.

    Scheduled

    Trigger

  • Xero

    Triggers when a new purchase order is created or enters a status for the first time.

    Scheduled

    Trigger

  • Xero

    Triggers when a new quote is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new draft expense claim receipt.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new sales invoice. (Accounts Receivable)

    Scheduled

    Trigger

  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

    Creates a new contact or updates a contact if a contact already exists.

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

How Microsoft Dynamics 365 CRM + Xero Integrations Work

  1. Step 1: Authenticate Microsoft Dynamics 365 CRM and Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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xero logo
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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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