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INOLINK INTUIT QUICKBOOKS INTEGRATION W/ DYNAMICS CRM.

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Presentation on theme: "INOLINK INTUIT QUICKBOOKS INTEGRATION W/ DYNAMICS CRM."— Presentation transcript:

1 INOLINK INTUIT QUICKBOOKS INTEGRATION W/ DYNAMICS CRM

2 FEATURES BATCH SERVICE ARCHITECTURE WITH CONFIGURABLE POLLING TIMEBATCH SERVICE ARCHITECTURE WITH CONFIGURABLE POLLING TIME PREVENT DUPLCATE DATA ENTRYPREVENT DUPLCATE DATA ENTRY ACCESS TO ACCOUNTING DETAILS FROM WITHIN CRMACCESS TO ACCOUNTING DETAILS FROM WITHIN CRM ACCOUNTING DATA CAN BE SECURED USING FIELD LEVEL SECURITY PROFILEACCOUNTING DATA CAN BE SECURED USING FIELD LEVEL SECURITY PROFILE SUPPORT FOR CRM 2011 & CRM 2013 ON-PREM, ONLINE, PARTNER- HOSTEDSUPPORT FOR CRM 2011 & CRM 2013 ON-PREM, ONLINE, PARTNER- HOSTED SUPPORT FOR QUICKBOOKS 2008 – 2014 PRO, PREMIER, ENTERPRISE US, UK, CANADA, AUSTRALIASUPPORT FOR QUICKBOOKS 2008 – 2014 PRO, PREMIER, ENTERPRISE US, UK, CANADA, AUSTRALIA

3 SUPPORTED ENTITIES CRMQUICKBOOKSDIRECTION ACCOUNT/CONTACTCUSTOMERCRM  -  QB ACCOUNT/CONTACT – CUSTOM ATTRIBUTES CUSTOMER AGING DETAILS AND BALANCE INFO QB --  CRM PRODUCTITEMSCRM  -  QB PRICE LIST QB --  CRM PRODUCT – CUSTOM ATTRIBUTES ITEMS INVENTORY BALANCESQB --  CRM QUOTE/ORDER/INVOICEESTIMATE/ORDER/INVOICECRM --  QB CUSTOM ATTRIBUTESOOB ATTRIBUTESCRM  -  QB

4 ACCOUNT CUSTOMER SYNC

5 AGING SYNC

6 PRODUCT ITEM SYNC

7 PRICE LIST SYNC

8 QUOTE/ ORDER/ INVOICE SYNC

9 CONFIGURATION OPTIONS


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