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Description
InoLink is an integration tool between Intuit QuickBooks online and Dynamics 365 CRM Online. It provides a 360-degree view to customer which allows for understanding their historical data such as aging balances, transaction histories, and totals. In Dynamics 365 CRM, you can view customer transactions and top customers. InoLink allows data exchange and prevents duplication between Dynamics 365 CRM (QuickBooks) and Dynamics 365 CRM (QuickBooks).
This integration tool allows you to sync one or more QuickBooks companies with a single instance Dynamics 365 CRM. It allows for the secure transfer of real-time data between Dynamics 365 CRM and QuickBooks.
Features:
• Bi-Directional: Two-way sync of Accounts, Contacts, Products, and Prices
• Transaction Sync: Promote Quote/Order/Invoice from Dynamics 365 to QuickBooks
• Accounting History: View transaction history in Dynamics CRM
• Account Balances: Customer open balances and aging details in CRM
• Tax Calculation: Calculate tax for Quotes, Orders and Invoices in Dynamics 365
• Reporting: View Recent Transactions, Top Customers and Open Invoices with dashboards
• Security: Control access to accounting data with security roles and field level sec.
Description
Synx stands out as the most user-friendly and efficient CRM Portal builder on the market. By integrating with Microsoft Dynamics through Sitefinity, users can seamlessly synchronize entities, attributes, and views directly into the content management system. The setup process is designed to be straightforward, ensuring that installing Synx is a hassle-free experience. Users can create forms that draw from and update data across various sources, utilizing CRM entities and attributes for flexibility. The presentation of CRM data can be customized with a variety of chart and grid types, tailored to fit the specific nature of the data. Additionally, with Scheduled Syncing, you have the option to determine when Sitefinity interacts with the CRM, retrieving the most current content as needed, ensuring that your portal always reflects the latest information available. This level of integration and customization truly enhances the effectiveness of managing customer relationships.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
QuickBooks Online
QuickBooks Online Advanced
Integrations
Microsoft Dynamics 365
QuickBooks Online
QuickBooks Online Advanced
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$349 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
Synx
Country
United Kingdom
Website
www.crmsynx.com
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services