Why Integrate Dynamics 365 CRM with QuickBooks? 5 Benefits for Your Business
Your sales team updates a customer in Dynamics 365 CRM. Your finance team updates the same customer in QuickBooks Online. Then someone has to check both systems to make sure the information matches.
Sound familiar?
When your CRM and accounting software work separately, small tasks like updating customer details or checking payment information can turn into extra work. This is why many businesses choose Dynamics CRM and QuickBooks integration - Inolink.
By connecting the two systems, you can reduce manual work and give your teams access to the information they need without constantly switching between platforms.
Here are five ways it can help.
1. Spend Less Time Entering the Same Data
Nobody wants to enter the same customer or product information twice.
But when Dynamics 365 CRM and QuickBooks Online aren’t connected, that’s often what happens. A new customer gets added to the CRM, and then someone has to enter the details again in QuickBooks.
When you integrate Dynamics CRM with QuickBooks, information can be shared between the two systems. That means less repetitive data entry and fewer chances of making a mistake while copying information from one system to another.
2. Keep Your CRM and Accounting Data Up to Date
Imagine your sales team has one version of a customer’s information while your finance team has another. It doesn’t take long for things to get confusing.
With Inolink, you can keep relevant information updated across both platforms. Customer, product, pricing, and other business data can be synchronized instead of being maintained separately.
This makes it easier for different teams to work with the same information.
3. Cut Down on Manual Work
Moving data between two systems takes time. And when your team has to do it regularly, those small tasks add up.
Dynamics 365 integration with QuickBooks can automate the movement of data between your CRM and accounting system. Your team doesn’t have to spend as much time copying and updating records manually.
It also reduces the risk of simple data entry mistakes that can happen when information is entered more than once.
4. See QuickBooks Financial Data in Dynamics 365 CRM
Your sales team doesn’t always need to open QuickBooks to understand what’s happening with a customer.
With Inolink, relevant financial information can be available within Dynamics 365 CRM. This can include payment details, transaction history, sales records, and customer aging information.
So, when a salesperson is speaking with a customer, they can get more context without jumping between two different applications.
5. Get a Better Picture of Each Customer
Your CRM tells you about the customer relationship. Your accounting system tells you about the financial side of that relationship.
When these systems are connected, you can bring those two views together.
When you link QuickBooks with Dynamics 365, sales, finance, and service teams can get a broader view of the customer, including information such as orders, invoices, payments, and customer interactions.
That can make everyday customer conversations much easier.
How InoLink Connects Dynamics 365 CRM and QuickBooks Online?
If you’re looking for a way to connect the two platforms, InoLink lets you integrate Dynamics 365 CRM with QuickBooks Online and sync data between them.
It supports bi-directional synchronization for accounts, contacts, products, and pricing. You can also sync quotes, orders, invoices, payments, and other financial information.
InoLink can also bring QuickBooks financial data into Dynamics 365 CRM, giving your teams a more complete picture without requiring them to constantly switch between systems.
Want to see how it works? Explore InoLink for Dynamics 365 CRM and QuickBooks Online.
Download it from Inogic’s website and Microsoft Marketplace today.