Connect Microsoft Dynamics 365 CRM and Xero to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to Xero with a Zapier template.
Our most popular template
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.
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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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
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Business OwnerSystem performance monitoring
A workflow to track, analyze, and respond to critical system performance issues to ensure consistent IT operations and optimal resource utilization.
ITSupported 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.
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling