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Question

How do I automate invoice creation in Xero from MS Dynamics Sales Professional?

  • September 18, 2024
  • 3 replies
  • 27 views
R

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?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • September 18, 2024

Hi @rachelp 

Help links for using Microsoft Dynamics 365 CRM in Zaps: https://zapier.com/apps/microsoft-dynamics-crm/help

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
R
  • rachelpBeginner
  • Author
  • Beginner
  • September 18, 2024

Is Sales Professional the same as CRM?  Sorry for the newbie question, but I’ve been dropped in the deep end on this one!

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • September 18, 2024

@rachelp 

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.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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