Tired of duplicating data?
Here’s a way of avoiding entering data once into your Dynamics 365 ordering system and then again into your accounting systems
Hello, I’m Mark, the managing director of All My Systems. Today on AMS TV, we’ll explore how you can streamline your order-to-invoice process.
If you’re using accounting software like Xero or Sage and find yourself entering customer information and invoices into two separate systems, this video is for you. Dual data entry not only wastes valuable time but also leads to inconvenience and the risk of data entry errors due to systems not being in sync.
We’re not suggesting you should discard your accounting software. These systems serve a specific purpose effectively. However, integrating Microsoft Dynamics 365 with your accounting software allows you to input customer and invoice information once in your CRM system. With a simple click, this data seamlessly transfers to your accounting system, ensuring accuracy in both systems.
One of our customers reported saving over 500 hours per year – equivalent to a quarter of a staff salary – after implementing this integration. This time-saving allowed them to focus more on customer interactions rather than repetitive invoice processing.
If you’re tired of duplicating data and want to learn more about integrating your accounting software with your CRM system, it may be time to properly sort out your systems. Reach out to us for a free business systems audit to explore the possibilities.
I trust you found this information helpful. Stay tuned for the next episode of AMS TV. Bye for now!