I want to automate creating an invoice in Xero when I create an invoice in MS Dynamics Sales Professional, but Sales Professional is not listed. Has anyone done this before please?
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Hi
Help links for using Microsoft Dynamics 365 CRM in Zaps: https://zapier.com/apps/microsoft-dynamics-crm/help
Is Sales Professional the same as CRM? Sorry for the newbie question, but I’ve been dropped in the deep end on this one!
If it’s not explicitly indicated in the help links, then sometimes the only way to know for sure is to try to connect the apps to Zapier and try to configure a Zap.
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