Integrate Dynamic 365 CRM to Quickbooks and Outlook
Without Coding!
Recognized as an Emerging iPaaS and Hybrid Integration Platform (HIP) Provider by Gartner, Forrester, and MarketsAndMarkets

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This integration can solve many use cases. In this example, we show a popular use case of better managing credit lines through automation. When an account exceeds its credit limit, you can alert your teams immediately through Outlook as an alert mechanism.

Other use cases can involve optimizing your order-to-cash process, and ensuring the data in your CRM/ERP matches the data in QuickBooks so your sales staff can make better informed decisions with their prospects and accounts.

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  • Optimize Order-to-Cash

  • Alert your teams immediately when an account exceeds it's account limit

  • Reduce labor costs, human error, and the time needed to fix these errors from double data entry

  • And much more!

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