Microsoft Dynamics 365 CRM + Xero Integration

Q: Can I automatically create Xero invoices when a Microsoft Dynamics 365 CRM sales order is created?

You can generate sales invoices in Xero the moment a sales order is created in Microsoft Dynamics 365 CRM. Start with a ready workflow or customise the automation with Integrately AI.

Q: Can I connect Microsoft Dynamics 365 CRM, Xero, and Slack?

You can connect Microsoft Dynamics 365 CRM, Xero, and Slack together to automate tasks and notify your team instantly. Combine these with Shopify, Stripe, and 1,500+ other apps.

Q: What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Xero?

Integrately is a top-rated alternative for Microsoft Dynamics 365 CRM and Xero integrations, featuring 20 million+ ready templates, 24/5 live chat support, and 42,000+ active users.

Q: How do contact updates sync between Microsoft Dynamics 365 CRM and Xero?

You can update contact details across both platforms automatically when records change. There's a ready template — start from the Microsoft Dynamics 365 CRM and Xero integration.

Q: Can I track payment statuses between Xero and Microsoft Dynamics 365 CRM?

You can sync payment records and update lead statuses when transactions occur in Xero. There's a ready template — start from the Microsoft Dynamics 365 CRM and Xero integration.

Q: Do I need coding skills to automate Microsoft Dynamics 365 CRM and Xero?

You can connect Microsoft Dynamics 365 CRM and Xero without any coding experience using ready templates and Integrately AI.

Q: Is the Microsoft Dynamics 365 CRM and Xero integration free?

You can start the Microsoft Dynamics 365 CRM and Xero integration on Integrately with a free forever plan available.

Integrate Microsoft Dynamics 365 CRM to Xero in one click, or tell Integrately AI how you want each order handled. Create invoices, record payments, sync contacts, and alert your team automatically.

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Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM
Create project in Xero
Search item by name in Xero
Get online invoice URL in Xero
Update invoice items in Xero
Create item code in Xero
Add attachment to purchase order in Xero
Add attachment to contact in Xero
Create task in Xero
Add attachment to invoice in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

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Ready Workflows for Microsoft Dynamics 365 CRM + Xero Integration

Create invoices, sync contacts, update accounts, notify your team, and track payments, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Xero contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - Microsoft Dynamics 365 CRM integration, anytime a new Xero contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

Create Xero task for new Microsoft Dynamics 365 CRM contact

In Microsoft Dynamics 365 CRM, when you create a contact, it automatically creates a task in Xero for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Xero flow

Capture orders, sync customer records, notify teams, and streamline accounting across your entire business stack. Pick a combination and activate it in one click.

Shopify (4)

Stripe (4)

Mailchimp (4)

Slack (4)

Google Drive (4)

Zendesk (4)

When a Shopify order is created, create an account in Microsoft Dynamics 365 CRM and a sales invoice in Xero.

Shopify orders instantly generate accounts in Microsoft Dynamics 365 CRM and corresponding sales invoices in Xero without manual data entry.

When a Shopify customer is created, create a contact in Microsoft Dynamics 365 CRM and a contact in Xero.

New Shopify customers automatically populate your Microsoft Dynamics 365 CRM contacts and Xero directory instantly.

When a Shopify order is fulfilled, update the sales order in Microsoft Dynamics 365 CRM and send an invoice in Xero.

Fulfilled Shopify orders trigger sales order updates in Microsoft Dynamics 365 CRM and dispatch invoices via Xero.

When a Shopify refund is issued, update the Microsoft Dynamics 365 CRM record and create a credit note in Xero.

Shopify refunds automatically update Microsoft Dynamics 365 CRM records and generate Xero credit notes.

When a Stripe payment succeeds, update the contact in Microsoft Dynamics 365 CRM and create a payment in Xero.

Successful Stripe payments update your Microsoft Dynamics 365 CRM contacts and log payments in Xero instantly.

When a Stripe customer is created, create an account in Microsoft Dynamics 365 CRM and a contact in Xero.

New Stripe customers generate Microsoft Dynamics 365 CRM accounts and Xero contacts automatically.

When a Stripe subscription is created, update the lead in Microsoft Dynamics 365 CRM and create a sales invoice in Xero.

New Stripe subscriptions update Microsoft Dynamics 365 CRM leads and generate Xero sales invoices.

When a Stripe invoice payment fails, update the case in Microsoft Dynamics 365 CRM and create a bill in Xero.

Failed Stripe payments update Microsoft Dynamics 365 CRM cases and log accounting entries in Xero.

When a Mailchimp subscriber is added, create a contact in Microsoft Dynamics 365 CRM and a contact in Xero.

New Mailchimp subscribers instantly populate your Microsoft Dynamics 365 CRM contacts and Xero directory.

When a Mailchimp campaign is sent, update the account in Microsoft Dynamics 365 CRM and create a project in Xero.

Sent Mailchimp campaigns update Microsoft Dynamics 365 CRM accounts and log project activities in Xero.

When a Mailchimp subscriber is updated, update the lead in Microsoft Dynamics 365 CRM and update the contact in Xero.

Updated Mailchimp subscriber details sync across Microsoft Dynamics 365 CRM leads and Xero contacts.

When a Mailchimp subscriber is unsubscribed, update the contact in Microsoft Dynamics 365 CRM and update the contact in Xero.

Unsubscribed Mailchimp contacts update your Microsoft Dynamics 365 CRM and Xero records automatically.

When a Microsoft Dynamics 365 CRM sales order is created, create a sales invoice in Xero and notify your team in Slack.

New Microsoft Dynamics 365 CRM sales orders generate Xero invoices and alert your team in Slack immediately.

When a Xero payment is created/updated, update the lead in Microsoft Dynamics 365 CRM and notify your finance team in Slack.

Xero payment updates refresh Microsoft Dynamics 365 CRM leads and alert your finance channel in Slack.

When a Microsoft Dynamics 365 CRM case is created, create a task in Xero and alert support in Slack.

New Microsoft Dynamics 365 CRM cases create Xero tasks and notify support channels in Slack.

When a Xero bill is created, update the account in Microsoft Dynamics 365 CRM and post an alert in Slack.

New Xero bills update Microsoft Dynamics 365 CRM accounts and notify your management channel in Slack.

When a Microsoft Dynamics 365 CRM sales order is created, create a sales invoice in Xero and save the record in Google Drive.

New Microsoft Dynamics 365 CRM sales orders generate Xero invoices and archive records in Google Drive.

When a Xero purchase order is created, update the account in Microsoft Dynamics 365 CRM and upload the file to Google Drive.

New Xero purchase orders update Microsoft Dynamics 365 CRM accounts and back up documents in Google Drive.

When a Microsoft Dynamics 365 CRM quote is updated, update the invoice in Xero and save notes in Google Drive.

Updated Microsoft Dynamics 365 CRM quotes refresh Xero invoices and log details in Google Drive.

When a Xero credit note is created, update the lead in Microsoft Dynamics 365 CRM and back up the receipt in Google Drive.

New Xero credit notes update Microsoft Dynamics 365 CRM leads and archive files in Google Drive.

When a Zendesk ticket is created, create a contact in Microsoft Dynamics 365 CRM and a contact in Xero.

New Zendesk support tickets automatically generate Microsoft Dynamics 365 CRM and Xero contacts.

When a Zendesk ticket is solved, update the case in Microsoft Dynamics 365 CRM and create a task in Xero.

Solved Zendesk tickets update Microsoft Dynamics 365 CRM cases and create Xero tasks.

When a Zendesk user is updated, update the contact in Microsoft Dynamics 365 CRM and update the contact in Xero.

Updated Zendesk user profiles sync across Microsoft Dynamics 365 CRM contacts and Xero directory.

When a Zendesk organization is created, create an account in Microsoft Dynamics 365 CRM and a contact in Xero.

New Zendesk organizations generate Microsoft Dynamics 365 CRM accounts and Xero contacts.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Xero

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

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Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

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Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

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Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

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Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

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Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

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Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

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Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

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Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

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Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

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Xero Triggers & Actions

Contact is created/updated in Xero

Triggers the automation when a contact is created or updated

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Contact (supplier) in Xero

Triggers the automation when a supplier contact is created or updated

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Sales Invoice is created/updated in Xero

Triggers the automation when a sales invoice is created or updated

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Expense claim receipt is created/updated in Xero

Triggers the automation when any expense claim receipt is created or updated

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Payment is created/updated in Xero

Triggers the automation when a payment is created or updated

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Quote is created/updated in Xero

Triggers the automation when a quote is created or updated

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Account is created/updated in Xero

Triggers the automation when an account is created or updated

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Item is created/updated in Xero

Triggers the automation when an item is created or updated

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Purchase Order is created/updated in Xero

Triggers the automation when a purchase order is created or updated

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Bill is created/updated in Xero

Triggers the automation when a new bill is created or updated

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Bank Transfer is created in Xero

Triggers the automation when a bank transfer occurs

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Bank Transaction is created/updated in Xero

Triggers the automation when a bank transaction is created or updated

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User is created/updated in Xero

Triggers the automation when a user is created or updated

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Create project in Xero

Creates a new project

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Search item by name in Xero

Locates and retrieves particular item information

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Get online invoice URL in Xero

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Update invoice items in Xero

Updates the items in an invoice

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Create item code in Xero

Generates new unique item code

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Add attachment to purchase order in Xero

Uploads and attach files to purchase orders

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Add attachment to contact in Xero

Attach files or documents to contact profiles

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Create task in Xero

Creates a new task

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Add attachment to invoice in Xero

Attach files to generated invoices for easy reference

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Create sales invoice in Xero

Generates a new sales invoice with pre-filled details

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Create sales invoice for existing contact in Xero

Generates a new sales invoice for an existing contact

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Search sales invoice in Xero

Searches for a sales invoice

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Get sales invoice by id in Xero

Retrieves a sales invoice using the unique invoice id

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Create contact in Xero

Adds a new contact to the database

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Search contact by email address in Xero

Finds and retrieves contact information using their email address

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Search contact by name in Xero

Finds information about a contact using the name

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Update contact in Xero

Updates contact information with new details

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Search contact by account number in Xero

Retrieves contact information based on the provided account number

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Create payment in Xero

Generates and process a payment transaction

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Create quote in Xero

Generates a new quote with pre-filled information

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Create bill in Xero

Generates a new bill for the customer

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Create purchase order in Xero

Generates a purchase order for approved requests

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Add items to existing sales invoice in Xero

Adds selected items to an existing sales invoice

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Send sales invoice by email in Xero

Sends a sales invoice by email

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Search item in Xero

Locates and retrieves particular item information

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Create bank transfer in Xero

Initiates a bank transfer

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Create credit note in Xero

Generates a credit note for returned items

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Create bank transaction in Xero

Generates a bank transaction

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Search account in Xero

Searches for account information

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What can you automate with Microsoft Dynamics 365 CRM + Xero?

Streamline your sales and accounting operations with ready-made automation workflows tailored for your business.

Get Started For Free

🧾

Generate Xero invoices from Microsoft Dynamics 365 CRM orders

Automatically create sales invoices in Xero the moment a new sales order is created in Microsoft Dynamics 365 CRM. Eliminate manual billing and ensure prompt customer invoicing.

📋

Capture every submitted contact and account detail

Map all available Microsoft Dynamics 365 CRM contact and account fields directly into your Xero directory instead of basic names alone. Your accounting records become a complete source for client data.

🔔

Alert your finance team instantly on Slack

Notify your finance channel in Slack the moment a new invoice is generated or a payment is recorded. Keep your entire team informed without switching between apps.

🔀

Route workflows based on submitted deal tiers

Trigger different accounting actions depending on the contract value or account tier submitted in your Microsoft Dynamics 365 CRM opportunity. Ensure enterprise clients receive priority handling.

🔄

Keep Xero updated as Microsoft Dynamics records change

Automatically update existing Xero contacts and invoices whenever a contact or quote is modified in Microsoft Dynamics 365 CRM. Prevent outdated information from causing billing errors.

👥

Match existing records to prevent duplicate entries

Search for existing contacts by email or name before creating new entries in Xero or Microsoft Dynamics 365 CRM. Maintain clean databases without manual de-duplication.

💳

Handle payment status updates and credit notes

Automatically generate credit notes in Xero or update lead statuses in Microsoft Dynamics 365 CRM when refunds or payment failures occur. Manage exceptions smoothly.

📁

Extend your workflow with cloud storage backup

Automatically back up invoice documents and sales receipts to Google Drive folders the moment transactions are finalized between Microsoft Dynamics 365 CRM and Xero.

And much more...

Who is Microsoft Dynamics 365 CRM + Xero integration for?

Connecting Microsoft Dynamics 365 CRM and Xero eliminates manual data entry between your sales pipeline and financial ledgers, empowering teams to work efficiently.

Sales Directors

Billing Specialists

Account Managers

Operations Managers

Finance Leads

Auditors and Compliance Officers

📈

Sales Directors

You're reviewing quarterly revenue figures in Microsoft Dynamics 365 CRM, but your financial ledgers in Xero only update when someone manually reconciles orders, so the sales reports you're presenting are always a few days behind — with this integration, every new sales order generates an invoice instantly and your pipeline numbers stay current.

⚡

Billing Specialists

You need to issue invoices immediately after deals close in Microsoft Dynamics 365 CRM, but you find out about closed orders too late to meet billing cycles — this integration means every approved sales order triggers a Xero invoice automatically and payment requests go out without delay.

🤝

Account Managers

You answer to key clients who want to see their payment histories and active quotes instantly, but switching between Microsoft Dynamics 365 CRM and Xero slows down your client calls — automating both apps means client records and invoices stay perfectly synchronized in real time.

📊

Operations Managers

The volume of new customer orders and support cases is too high for anyone to keep up by hand across Microsoft Dynamics 365 CRM and Xero, leading to missing ledger entries — this integration means every transaction flows automatically and your records remain error-free.

💼

Finance Leads

You own the invoicing process and depend on sales reps to hand over order details from Microsoft Dynamics 365 CRM before you can bill clients in Xero — connecting these apps means billing data is handed over instantly and your month-end close finishes on time.

🔍

Auditors and Compliance Officers

You need a reliable audit trail of every transaction, but you keep finding gaps between Microsoft Dynamics 365 CRM deals and Xero records due to manual entry errors — this integration means every account and invoice links up seamlessly and your audit history is complete.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Xero

Build and manage your Microsoft Dynamics 365 CRM + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

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Connect Microsoft Dynamics 365 CRM + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Boost operational efficiency and automate business tasks with the top 12 Xero integrations. Enhance your accounting and financial processes seamlessly.

Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Xero?

You can connect Microsoft Dynamics 365 CRM to Xero using 1-click automation setup on Integrately, along with tools like Shopify, Slack, and Google Drive. Use ready templates or ask Integrately AI to build your custom flow.

Can I automatically create Xero invoices when a Microsoft Dynamics 365 CRM sales order is created?

Can I connect Microsoft Dynamics 365 CRM, Xero, and Slack?

What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Xero?

How do contact updates sync between Microsoft Dynamics 365 CRM and Xero?

Can I track payment statuses between Xero and Microsoft Dynamics 365 CRM?

Do I need coding skills to automate Microsoft Dynamics 365 CRM and Xero?

Is the Microsoft Dynamics 365 CRM and Xero integration free?

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You Can Also Connect Microsoft Dynamics 365 CRM or Xero With 1500+ Other Apps

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Sync Xero with payment processors, expense trackers, and reporting tools to keep your financial stack fully integrated.

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Microsoft Dynamics 365 CRM + Xero Integration

Integrate Microsoft Dynamics 365 CRM to Xero in one click, or tell Integrately AI how you want each order handled. Create invoices, record payments, sync contacts, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Xero Integration

Create invoices, sync contacts, update accounts, notify your team, and track payments, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Xero contact

Create Xero task for new Microsoft Dynamics 365 CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Xero flow

Capture orders, sync customer records, notify teams, and streamline accounting across your entire business stack. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Xero

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + Xero?

Streamline your sales and accounting operations with ready-made automation workflows tailored for your business.

Who is Microsoft Dynamics 365 CRM + Xero integration for?

Connecting Microsoft Dynamics 365 CRM and Xero eliminates manual data entry between your sales pipeline and financial ledgers, empowering teams to work efficiently.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Xero

Build and manage your Microsoft Dynamics 365 CRM + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to better manage accounts & finances with the top 12 Xero Automations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Xero With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Xero Integration

Integrate Microsoft Dynamics 365 CRM to Xero in one click, or tell Integrately AI how you want each order handled. Create invoices, record payments, sync contacts, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Xero Integration

Create invoices, sync contacts, update accounts, notify your team, and track payments, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Xero contact

Create Xero task for new Microsoft Dynamics 365 CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Xero flow

Capture orders, sync customer records, notify teams, and streamline accounting across your entire business stack. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Xero

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + Xero?

Streamline your sales and accounting operations with ready-made automation workflows tailored for your business.

Who is Microsoft Dynamics 365 CRM + Xero integration for?

Connecting Microsoft Dynamics 365 CRM and Xero eliminates manual data entry between your sales pipeline and financial ledgers, empowering teams to work efficiently.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Xero

Build and manage your Microsoft Dynamics 365 CRM + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to better manage accounts & finances with the top 12 Xero Automations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Xero With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click