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Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.Zoho Invoice Integrations
It's easy to connect Microsoft Dynamics CRM + Zoho Invoice without coding knowledge. Start creating your own business flow.
In this article, I will talk about the benefits of integration of Microsoft Dynamics CRM and Zoho Invoice.
Zoho Invoice is a cloud based invoicing software that can be accessed from anywhere through a browser. It is a web application that allows you to send invoices in minutes. After creating an invoice, it can be sent by email or uploaded on a server with a fillable PDF form. It has a highly secured system and makes sure that your data is completely safe.
On the other hand, Microsoft Dynamics CRM is a software used for sales, marketing and customer relationship management. It provides a rich platform to manage business processes, customers and partners. It includes features such as business intelligence, reporting, analytics, mobile access and cplaboration.
The integration of Microsoft Dynamics CRM and Zoho Invoice is beneficial in many ways.
First of all, it saves a lot of time. The integration of these two platforms simplifies the accounting process. As a small company owner, most of my time is occupied by maintaining records of sales and purchases. However, with the integration of these two applications, this job becomes easier. With just one click, I can generate an invoice, which saves me time and effort to look up the information in different places. So, I can spend more time to improve my business.
Secondly, it saves paper. With the integration of both applications, I don’t need to prepare paper copies of invoices anymore. After generating an invoice through Zoho Invoice, I can directly send them out through email. It makes the entire process very environmentally friendly because there will be no need to print paper copies or use envelopes anymore. All I need to do is press “send” button along with the email address of the client. Simultaneously I also get the benefit that I can keep track of all my clients’ information via Microsoft Dynamics CRM without worrying too much about misplacing paper copies of invoices.
Thirdly, it improves accuracy in tracking expenses. By integrating Zoho Invoice with Microsoft Dynamics CRM, I can create items in Microsoft Dynamics CRM for each item in Zoho Invoice. This makes it easier to track all my expenses related to office supplies or entertainment expenses like food and beverage costs. When I have to prepare an income statement at the end of the year, I will have all my expense details in one place instead of searching in different documents or spreadsheets for different expenses. This way I can calculate my net profit more accurately than when I had prepared income statements without using these applications before.
Overall, the integration of Microsoft Dynamics CRM and Zoho Invoice is beneficial in many ways so I would definitely recommend this integration for small companies.
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