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I will integrate dynamics 365 CRM with quickbooks online
Raju M
About this gig
Need to connect Dynamics 365 CRM with QuickBooks Online? I help businesses automate and streamline their finance and sales processes with secure, scalable integrations.
With over 10 years of experience in Dynamics 365 CRM and Power Platform, I will build Power Automate flows to sync:
- Customers (Accounts)
- Invoices & Invoice Products
- Payments
- Custom fields & metadata
One-way or two-way sync
Real-time or batch automation
Error handling, logging & audit
Dashboard and reporting setup
Custom connectors for advanced use cases
Whether you're starting from scratch or improving an existing integration, Ill deliver a clean, well-documented solution aligned to your business goals. I have implemented CRMQBO integrations for logistics, retail, manufacturing, and healthcare clients globally.
Lets build your CRM QuickBooks connection the right way with clarity, automation, and future-proof design.
Please enter raj81268 at the rate google mail dot com if its asking for email while placing order.
Get to know Raju M
Raju M
- FromIndia
- Member sinceJul 2022
- Avg. response time1 hour
Languages
English, Hindi
🔧 Dynamics 365 CRM Expert | 10+ yrs | Power Automate | QBO Integration
I craft scalable CRM solutions across Sales, Service & Field Service. From automating workflows to building custom plugins, Canvas Apps, and QuickBooks integrations — I deliver systems that work. Trusted by global clients in retail, logistics, and healthcare. Let’s make your CRM smarter, faster, and future-ready.
FAQ
What do I need to get started?
You’ll need access to both your Dynamics 365 CRM environment and QuickBooks Online account (admin access), along with a list of entities or data fields you'd like to sync (e.g., Customers, Invoices). I’ll guide you step-by-step after order placement.
Is this a one-way or two-way integration?
I support both. The Basic package covers one-way sync (CRM to QBO). Standard and Premium packages can include two-way sync (e.g., Invoices and Payments flowing both ways).
Can I sync custom fields or logic?
Yes! I can map and sync custom fields and even apply business rules using Power Automate or plugins. Custom logic like conditional syncing or field overrides is also supported.
Do you support error handling and logging?
Absolutely. In the Standard and Premium packages, I include error handling, logging, and optional audit trail setups to help monitor integration health and prevent data loss.
Can you provide long-term support or maintenance?
Yes, I offer extended support, retainer plans, and post-deployment maintenance upon request. Let’s discuss your needs before placing the order.
