Other

Integrate Microsoft Dynamics CRM 365 with Xero

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!

Connect Microsoft Dynamics CRM 365 to Xero with no code - integrate easy with Albato

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.

How it works

With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.

1
Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.
2
Select the app and event that will trigger your integration, or set up a schedule as you prefer.
3
Select the actions to be performed and the data you wish to send once your integration is started.
4
That's it, it's done

Get started free

Triggers and actions available for Microsoft Dynamics CRM 365 and Xero integration

triggers 9

A New Entity

Updating an Entity

New Contact

Contact Updated

actions 17

Create an Entity

Update an Entity

Searching for an Entity

Get an Entity by ID

Create integration

Get started with Microsoft Dynamics CRM 365 and Xero integration using template

SOC 2 Type 2 - The safety of your data is our top priority!

Security

Processing integrity

Confidentiality

Privacy

Learn how to connect Microsoft Dynamics CRM 365 with Xero

Best AI Tools 2025: Top Artificial Intelligence Apps for Work & Productivity

OpenAI

7 min. read

Best AI Tools 2025: Top Artificial Intelligence Apps for Work & Productivity

Best AI tools 2025 for business & work. Top AI assistants for meetings, SEO, writing, coding. Complete guide to boost productivity with artificial intelligence.

4 min. read

The Best Alternative to Zapier: Why Albato Is the Ideal Choice

Albato vs. Zapier—Which Offers Better Value? Discover which platform aligns best with your goals as we break down everything from annual costs to user support quality.

Microsoft Dynamics CRM 365

4 min. read

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

Dynamics CRM is a business software made by Microsoft. It helps businesses manage their customer database, generate leads, engage with customers, and resolve customer service issues.

Xero

3 min. read

Xero: Accounting software automation

Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps.

Trusted by over 110,000 users

Great Zapier Replacement

I like Albato for the following reasons: Intuitive Interface — The interface is pretty easy to use and easily understandable. Extensive App Library — Albato offers a good set of Apps to intergrate, especially all the commonly used ones. Customization Options - Can customize the workflows easily. Real-time Monitoring — We are able to monitor the automation in real time very effectively.

Kapil A.

CEO

“”

Frequently asked questions about Microsoft Dynamics CRM 365 and Xero Integration

Can I transfer data between Microsoft Dynamics CRM 365 and Xero using Albato?

Yes, with Albato, you can easily transfer data between Microsoft Dynamics CRM 365 and Xero. Simply set up the connection through Albato's intuitive interface, where you can define specific events in Microsoft Dynamics CRM 365 to automatically trigger actions in Xero. During setup, you can use Albato's data mapping feature to match specific fields between Microsoft Dynamics CRM 365 and Xero. This ensures that the right information, such as contact details, orders, or updates, is transferred accurately between both apps. Albato ensures seamless data transfer and automation, whether you're dealing with CRM, e-commerce, or productivity tools. Integrate Microsoft Dynamics CRM 365 and Xero to unlock the full potential of your business.

Which triggers and actions can I use to automate tasks between Microsoft Dynamics CRM 365 and Xero?

With Albato, you have a wide range of triggers and actions to automate tasks between Microsoft Dynamics CRM 365 and Xero. Triggers are specific events in Microsoft Dynamics CRM 365 that initiate automated actions in Xero. For example, when a new record is created in Microsoft Dynamics CRM 365, it can automatically update or create a corresponding entry in Xero. Actions define what happens in Xero when a trigger in Microsoft Dynamics CRM 365 occurs, such as sending data or updating a field.

You can view the full list of available triggers and actions for Microsoft Dynamics CRM 365 and Xero in the Triggers and Actions section on their integration page, on each app’s dedicated page, or by logging into your Albato account and selecting the necessary application. This makes it easy to see which automations you can set up to streamline your workflows.

Do I need technical skills to set up the integration between Microsoft Dynamics CRM 365 and Xero?

No, you don't need technical skills to set up the integration between Microsoft Dynamics CRM 365 and Xero on Albato. The platform is designed to be user-friendly, allowing you to automate workflows without any coding knowledge. Setting up the integration involves simple steps like selecting triggers and actions between the two apps and using Albato’s data mapping feature to match fields between Microsoft Dynamics CRM 365 and Xero. Albato’s intuitive interface guides you through the entire process, ensuring accurate data transfer and seamless automation. Whether you’re managing CRM data or syncing orders, anyone can easily create powerful automations with just a few clicks.

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!

How do I set up an integration between Microsoft Dynamics CRM 365 and 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.

Is my data secure when integrating Microsoft Dynamics CRM 365 with Xero?

Yes, your data is secure when integrating Microsoft Dynamics CRM 365 with Xero on Albato. Albato is fully SOC 2 Type II compliant, ensuring the highest standards of data security. This means your data is protected through stringent security controls that are regularly audited to guarantee compliance with industry best practices. In addition, Albato is GDPR compliant, meaning it adheres to strict data privacy regulations, safeguarding your personal information and ensuring your data is only used as intended.

Can I get free assistance from Albato’s support team to set up my integrations?

Absolutely! Albato’s support team is here to help you set up your integrations, free of charge. No matter which plan you’re on, you can reach out to their knowledgeable team for guidance on connecting Microsoft Dynamics CRM 365 with Xero. Whether it’s configuring triggers, actions, or data mapping, Albato’s support is available to make sure your integration runs smoothly from the start.

With responsive, real-time assistance, you can quickly get your automations up and running, without any extra costs.

Build your integration for free!

Get started