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Average Ratings 0 Ratings

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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Integrations

Microsoft Dynamics 365 No 
QuickBooks Online No 
QuickBooks Online Advanced No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$349 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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 Yes 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services Yes 

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

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