How to connect Microsoft Dynamics 365 CRM + Xero
Zapier lets you send info between Microsoft Dynamics 365 CRM and Xero automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
- Free forever for core features
- 14 day trial for premium features & apps
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Triggers when a new account is created.Try ItTriggerScheduled
Triggers when a contact has been updated.Try ItTriggerScheduled
Triggers when a new case/incident is created.Try ItTriggerScheduled
Triggers when a new lead is created.Try ItTriggerScheduled
- Step 1: Authenticate Microsoft Dynamics 365 CRM and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.