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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

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

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