CRM & ERP systems • Microsoft

Microsoft Dynamics CRM 365 and Xero integration

Q: Why is Albato the best alternative to Zapier for integrating Microsoft Dynamics CRM 365 and Xero?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Microsoft Dynamics CRM 365 and Xero. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Microsoft Dynamics CRM 365 and Xero, Albato is the way to go!

Build smart, no-code workflows with Microsoft Dynamics CRM 365 and Xero using triggers, actions, and AI logic—automate any process in minutes.

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Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Xero and Microsoft Dynamics CRM 365 integration

In Microsoft Dynamics CRM 365 and Xero integration triggers start workflows when something happens, while actions make changes in response.

Triggers 9

A New Entity

Triggers

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Updating an Entity

Triggers

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New Contact

Triggers

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Contact Updated

Triggers

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Actions 17

Create an Entity

Actions

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Update an Entity

Actions

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Create Contact

Actions

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Create or Update Contact

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect Microsoft Dynamics CRM 365 to Xero

Create powerful Microsoft Dynamics CRM 365 integration with Xero in just a few simple steps.

STEP 1

Connect Microsoft Dynamics CRM 365 to Xero

Log in to Albato, select Microsoft Dynamics CRM 365 and Xero, and follow the quick setup steps—no coding required. Integrate Microsoft Dynamics CRM 365 with Xero with just a few clicks!

STEP 2

Build a workflow for your Microsoft Dynamics CRM 365 and Xero integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Microsoft Dynamics CRM 365 and Xero. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Microsoft Dynamics CRM 365 + Xero integration and access all premium features.

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Albato simplifies the integration between Xero and Microsoft Dynamics CRM 365, making it incredibly easy to streamline financial and customer relationship management processes. Albato is a platform that unlocks the potential of connecting various applications effortlessly. It boasts an intuitive automation builder that requires no advanced technical knowledge, enabling users to set up custom workflows that bridge different software solutions. In the realm of Albato, integrations revolve around triggers and actions. Triggers are specific events that set off an automated process, while actions are the tasks executed as a response to these triggers. This powerful combination allows for the automation of routine tasks, ensuring efficiency and accuracy. An example of Xero and Microsoft Dynamics CRM 365 integration via Albato might involve automating invoice creation following customer actions. When a "New Entity" is created in Microsoft Dynamics CRM 365 (trigger), this could automatically prompt the creation of a "New Contact" in Xero (action). Similarly, when an "Invoice Updated" event occurs in Xero (trigger), it could update the corresponding "Entity" in Microsoft Dynamics CRM 365 (action). This seamless integration ensures that financial records and customer data are always in sync, enhancing business operations without manual data entry.

Xero integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

Enhance CRM automation with Microsoft Dynamics 365 integration via Albato, connecting you to over 1,000+ popular applications. Automate workflows triggered by new or updated entities, and perform actions such as creating, updating, and searching for entities by ID. Integrate with sales tools, marketing platforms, and business intelligence systems to streamline customer relationship management.

Xero

Unlock the full potential of Xero by integrating it with Albato, connecting it to over 1,000+ popular applications. This integration, powered by Xero's versatile API, allows you to automate and streamline your accounting processes. Seamlessly integrate Xero with Zoho Books, Zoho CRM, and Excel, enhancing your financial management capabilities. Actions such as creating, updating, and retrieving invoices and contacts in Xero can be automated based on triggers like new or updated invoices and contacts. This connectivity ensures that your accounting information is always up-to-date and synchronized across your essential business applications, simplifying your financial operations and saving valuable time.

Learn how to connect Xero to Microsoft Dynamics CRM 365

4 min. read

Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation

In this article, you will learn how Microsoft Dynamics CRM helps businesses manage customer data, generate leads, engage clients, and resolve issues.

Frequently asked questions about Microsoft Dynamics CRM 365 and Xero Integration

Why is Albato the best alternative to Zapier for integrating Microsoft Dynamics CRM 365 and Xero?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Microsoft Dynamics CRM 365 and Xero. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Microsoft Dynamics CRM 365 and Xero, Albato is the way to go!

Does Microsoft Dynamics CRM 365 integrate with Xero on the free plan?

Yes, you can integrate Microsoft Dynamics CRM 365 with Xero using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Xero and Microsoft Dynamics CRM 365 integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Microsoft Dynamics CRM 365 Xero integration at no cost.

How to connect Xero to Microsoft Dynamics CRM 365 for scheduled syncs?

To sync Xero with Microsoft Dynamics CRM 365 on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Microsoft Dynamics CRM 365 integration with Xero seamless and tailored to your specific needs.

Does Microsoft Dynamics CRM 365 integrate with Xero in real time?

Yes, Microsoft Dynamics CRM 365 integrates with Xero in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Microsoft Dynamics CRM 365 integration with Xero instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Microsoft Dynamics CRM 365 and Xero integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Xero integration with Microsoft Dynamics CRM 365, ensuring your workflows operate according to your requirements.

How to connect Microsoft Dynamics CRM 365 to Xero?

Setting up an integration between Microsoft Dynamics CRM 365 and Xero on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Microsoft Dynamics CRM 365 and Xero from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Microsoft Dynamics CRM 365 (the trigger) that will cause an action in Xero, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Microsoft Dynamics CRM 365 and Xero, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Microsoft Dynamics CRM 365 and Xero, automating your workflows and saving you time.

How to connect Microsoft Dynamics CRM 365 to Xero to sync historical data?

To sync Microsoft Dynamics CRM 365 with Xero and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Xero integration with Microsoft Dynamics CRM 365, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Xero to Microsoft Dynamics CRM 365 for two-way synchronization?

To integrate Xero with Microsoft Dynamics CRM 365 for two-way synchronization, Albato uses a system of triggers and actions. You can link Microsoft Dynamics CRM 365 to Xero by setting up two separate automations. The first automation sent data from Microsoft Dynamics CRM 365 to Xero. For instance, when a record is created or updated in Microsoft Dynamics CRM 365, the automation ensures the changes are reflected in Xero. The second automation works in reverse, updating Microsoft Dynamics CRM 365 when changes occur in Xero.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Xero Microsoft Dynamics CRM 365 integration and keeps your data consistent across both platforms.

Build your automation for free!

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Microsoft Dynamics CRM 365 and Xero integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Xero and Microsoft Dynamics CRM 365 integration

A New Entity

Updating an Entity

New Contact

Contact Updated

Create an Entity

Update an Entity

Create Contact

Create or Update Contact

What users say about Albato

How to Connect Microsoft Dynamics CRM 365 to Xero

Connect Microsoft Dynamics CRM 365 to Xero

Build a workflow for your Microsoft Dynamics CRM 365 and Xero integration

Map your data

How does the integration with Microsoft Dynamics CRM 365 and Xero works in Albato?

Xero integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

Xero

Learn how to connect Xero to Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation

Frequently asked questions about Microsoft Dynamics CRM 365 and Xero Integration

Why is Albato the best alternative to Zapier for integrating Microsoft Dynamics CRM 365 and Xero?

Does Microsoft Dynamics CRM 365 integrate with Xero on the free plan?

How to connect Xero to Microsoft Dynamics CRM 365 for scheduled syncs?

Does Microsoft Dynamics CRM 365 integrate with Xero in real time?

How to connect Microsoft Dynamics CRM 365 to Xero?

How to connect Microsoft Dynamics CRM 365 to Xero to sync historical data?

How to connect Xero to Microsoft Dynamics CRM 365 for two-way synchronization?

Build your automation for free!