InoLink: QuickBooks - Dynamics CRM Integration Version 2.0 Released

We have come up with the next version of InoLink: QuickBooks - Dynamics CRM Integration

InoLink: QuickBooks is an integration link developed to integrate QuickBooks with Dynamics CRM. After detailed evaluation of the feedback received over a period of time we have come up with this version.

What’s new in this version?

1. The general look and feel has been vastly improved for seamless integration with Dynamics CRM.

2. Better user experience in terms of use of Ajax for user feedback to processes.

3. Additional feature added to the Promote Account functionality to support the Alternate Contact and multiple address feature of QuickBooks.

4. Ability to unlink existing linked accounts from Dynamics CRM to QuickBooks in case you want to no longer link the two records.

5. It now supports import of QuickBooks product types such as Inventory, Non-Inventory, Services, Other Charges, Inventory Assembly products.

6. Huge changes in the Sales Order/Invoice promote functionality to account for the discount and tax calculations.

7. Ability to associate discount with Discount type of Line items in QuickBooks so that they are taken over to QuickBooks correctly.

8. Once an account is linked to a customer in QuickBooks, ability to calculate tax of the order/invoice based on the Tax % in QuickBooks has been provided.

9. Closes the Sales Order in QuickBooks when an invoice associated with it has been promoted from CRM. This makes sure that promoting invoices from CRM does not leave the Sales Order in QB open.

For detailed information on the features of InoLink: QuickBooks Dynamics CRM Integration click here

Intuit QuickBooks integration link with Dynamics CRM 4.0 released

QuickBooks is one of the most popular accounting packages for the SME segment. There has always been a need to integrate CRM with accounting system to avoid duplicity as well as to improve productivity and efficiency by providing the sales people using CRM a view of the financial details of the customer so as to enable them to handle the sales/marketing process better.

To satisfy these needs, Inogic lab have come up with a link which has been deployed at a number of customer sites and we have now packaged it and would like to announce the release of version 3.0 of the integration having the following features:

Customer Synchronization: Accounts of Dynamics CRM and Customers of QuickBooks are completely synchronized. You can save an Account in Dynamics CRM and promote it to QuickBooks. Vice versa, you can synchronize customers from QuickBooks applications to view and edit it in Dynamics CRM. Any edit and update on the Dynamics CRM side reflects in QuickBooks in the real time.

Invoices and Orders Viewing in Dynamics CRM: Complete view of a particular customers Invoice and Orders history from QuickBooks in Dynamics CRM within the Account form.

Promote Orders from Dynamics CRM: This feature is extremely useful for Sales people to make Orders against opportunities in CRM and then promote it to Quick Books for further processing.

Quick Customer Account Information: Various financial important data like Credit Limit, Aging, and Terms etc from the Quick Books is available against the Dynamics CRM customer for viewing by Sales People.

Versions supported:
QuickBooks: Enterprise 8.0 US/UK Edition

Microsoft Dynamics CRM: 4.0 On-premise (IFD not supported), Partner Hosted and CRM Live.

The challenge for integration between QB and Dynamics was the inherent difference in the SDK and databases and having a detailed knowledge of the accounting system as well as CRM system. It is not easy to code and develop an integration which takes care of deduplication, checks out the security rights and also takes into account that accounting compliance are maintained. You also need to have a knowledge of QB SDK as well as be confident about the financial aspects of the system as Order Entry process needs to be duplicated in the integration. If you require more information with regards to QB and would like to pick our brains in terms of integration with any other accounting package which you are attempting, please be free to email us and we will be more than willing to discuss our experience with the same.

Microsoft Office Accounting Integration Link with Microsoft Dynamics CRM released which supports Dynamics CRM version 4.0 On-Premise/CRM Live

Microsoft Office Accounting is one of the most popular accounting packages from Microsoft for small and medium industry. Dynamics CRM is one of the most popular CRM systems being deployed by Microsoft consultants. Linking the two applications has been a crying need for resellers, prospects and end users of Dynamics CRM system.

To bridge the gap for the users, we have come up with a link which has the following features:

Customer Synchronization: Accounts of Dynamics CRM and Customers of Office Accounting are completely synchronized. You can save an Account in Dynamics CRM and promote it to Office Accounting. Vice versa, you can synchronize customers from Office Accounting applications to view and edit it in Dynamics CRM. Any edit and update on the Dynamics CRM side reflects in Office Accounting in the real time.

Invoices and Orders Viewing in Dynamics CRM: Complete view of a particular customers Invoice and Orders history in Dynamics CRM within its tabs.

Promote Orders from Dynamics CRM: This feature is extremely useful for Sales people to make Orders against opportunities in CRM and then promote it to Office Accounting for further processing.

Quick Customer Account Information: Various financial important data like Credit Limit, Aging, and Terms etc from the Office Accounting is available against the Dynamics CRM customer for viewing of Sales People.

Versions supported:
Microsoft Office Accounting: US Edition – 2008/2009/2010/2011, UK Edition - 2008/2009/2010
Microsoft Dynamics CRM: 4.0 On-premise and CRM Live.

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