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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