InoLink is a cloud-based productivity app that provides integration between Dynamics 365 CRM and QuickBooks Online. InoLink helps in understanding the customer's historical data like transaction history, totals and balances, etc., with the help of its 360 degree view of customer.
Key features of InoLink are as follows:
1. One instance of Dynamics 365 CRM can be synced with one or more QuickBooks Companies
2. View customer balances and aging details from within Dynamics 365 CRM
3. Send Quotes/Order/Invoice from Dynamics 365 CRM to QuickBooks
4. Calculate tax for Quote/Order/Invoice within Dynamics 365 CRM
5. View transaction history of QuickBooks with a detailed view within Dynamics 365 CRM
6. Two-way sync of Account, Contact, and Product between Dynamics 365 and QuickBooks
7. Avoids Data Duplication
8. Accounting fields can be secured through field level security.
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InoLink
Average rating:
1 reviews
Jun 2, 2022
byKyle Leavitt onInoLink
Easy Setup Process, Awesome support, and a Beautiful User Interface
We are moving from SalesForce/SyncQ to Dynamics/Inolink. So far the differences are night and day. Inolink comes with it's own native application to Dynamics. Making finance management easier than ever before. Highly recommend this service.
Posted in | Comments Off on InoLink - QuickBooks Integration for Dynamics 365 CRM
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