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InoLink

A cloud-based solution that seamlessly integrates data within Dynamics 365/CRM entities and forms. Sync data between Dynamics CRM and QuickBooks, with real-time processing and secured accounting fields. Access complete transaction history, view account balances, and perform tax calculations. Compatible with web, mobile, and tablet devices.

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InoLink

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  1. InoLink QuickBooks Integration With Dynamics 365/CRM www.inogic.com crm@inogic.com

  2. Key Features • Cloud-Based Solution • A Cloud-based solution that handles and seamlessly integrates the data within native Dynamics 365/CRM entities and forms. • Multi Company Sync • Support the integration of data between Dynamics CRM and single or multiple QuickBooks. • Real Time Sync • Real-time processing of synchronization from Dynamics CRM to QuickBooks. • Secured Accounting Fields • Accounting fields can be secured through Field Level Security • Hosting Windows Services on Azure • Removing dependencies on windows services by hosting them on Azure. Device Compatible Ability to access the solution via web, mobile and Tablet as well www.inogic.com crm@inogic.com

  3. Key Features • Bi-Directional • Two-way sync of Accounts, Contacts, Products, and Prices. Transaction Sync Ability to promote Quote/Order/Invoice from Dynamics 365/CRM to QuickBooks. Accounting History Access complete transaction history and their updates right within Dynamics 365/CRM. Account Balances View customer open balances and aging details to help schedule follow-ups. • Reporting • Accounting Dashboards display accounting transaction updates like Recent Transactions, Top Customers, Open Invoices in • Dynamics 365. Tax Calculation Perform Sales tax calculation in Dynamics 365/CRM for Quotes, Orders, and Invoices. www.inogic.com crm@inogic.com

  4. Available For • MICROSOFT DYNAMICS SUPPORTED VERSIONS • MICROSOFT DYNAMICS CRM 2016 AND ABOVE • MICROSOFT DYNAMICS 365 v9.x • DEPLOYMENTS • PARTNER HOSTED • ONLINE • INTUIT QuickBooks SUPPORTED VERSIONS • QuickBooks ONLINE • COUNTRIES • USA • CANADA • UK • Australia www.inogic.com crm@inogic.com

  5. Account Sync www.inogic.com crm@inogic.com

  6. Product Sync www.inogic.com crm@inogic.com

  7. Transaction History Sync www.inogic.com crm@inogic.com

  8. Aging Sync www.inogic.com crm@inogic.com

  9. Quote/Order/Invoice Sync www.inogic.com crm@inogic.com

  10. Next Steps • Learn more about InoLink today. • Get your free InoLink trialnow! • Website • www.inogic.com • Email: crm@inogic.com www.inogic.com crm@inogic.com

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