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How Zapier works

Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Xero - no code necessary. See how you can get setup in minutes.

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Microsoft Dynamics 365 CRM logo
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM logo
Microsoft Dynamics 365 CRM
1. Choose trigger event
Xero logo
Xero
Xero logo
Xero
2. Choose action
Microsoft Dynamics 365 CRM logo
1. Select the event
Setup
Test
Microsoft Dynamics 365 CRM logo
Microsoft Dynamics 365 CRM
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and Xero, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Microsoft Dynamics 365 CRM + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and Xero

What is the core benefit of integrating Microsoft Dynamics 365 CRM with Xero?

The integration allows for the seamless transfer of customer and financial data between Microsoft Dynamics 365 CRM and Xero. You can automate tasks like updating client records and synchronizing invoices, which streamlines your business processes.

What triggers can I set up in Microsoft Dynamics 365 CRM for this integration?

You can set up triggers such as when a new contact is created, when an opportunity is won, or when a lead's status changes. These events can then automatically trigger actions within Xero like creating new invoices or updating contact details.

What kind of actions can be automated in Xero through this integration?

Through our integration platform, you can automate actions such as creating or updating contacts, generating invoices, and recording payments in Xero based on specific triggers from Microsoft Dynamics 365 CRM.

Is it possible to customize the data mapping between the two systems?

Yes, our platform allows you to customize data mapping according to your business requirements. You can determine which fields from Microsoft Dynamics 365 CRM correspond to specific fields in Xero during the setup process.

How frequently are updates synchronized between Microsoft Dynamics 365 CRM and Xero?

Updates between Microsoft Dynamics 365 CRM and Xero occur in real-time by default, ensuring that any changes made in one system are immediately reflected in the other. However, you may choose to schedule syncs at different intervals if needed.

Can I integrate multiple accounts from both systems simultaneously?

Our platform supports the integration of multiple accounts from both Microsoft Dynamics 365 CRM and Xero. You can manage multiple client entities or business divisions under one central system without any conflict.

Do I need technical expertise to set up this integration?

No advanced technical skills are required. Our user-friendly interface guides you through each step of setting up the integration. However, familiarity with both Microsoft Dynamics 365 CRM and Xero is beneficial for optimal configuration.

Practical ways you can use Microsoft Dynamics 365 CRM and Xero

Business performance tracking

A workflow to monitor and analyze the key performance indicators (KPIs) of the business for better decision-making and growth strategies.

Business Owner
System performance monitoring

A workflow to track, analyze, and respond to critical system performance issues to ensure consistent IT operations and optimal resource utilization.

IT

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Learn how to automate Xero on the Zapier blog

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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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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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