Automate the exact outstanding amount in Microsoft Dynamics 365 and Xero

With a plethora of technology at our fingertips, balancing consumer amounts in every financial tool is itself a challenging and time taking task. Proportionally 24% of Microsoft Dynamics 365 users generally process their payments by Xero.  

At the same time, each software provides an innovative intelligent system from purchase orders to invoicing. Connectorly is the bridge between Microsoft Dynamics 365 and Xero. With Connectorly for Dynamics 365 and Xero, you can save time and money while your sales and accounting team are up to date.

This paper tech explains why it is compulsory to show the outstanding amounts in every account application at the same time. Microsoft Dynamics 365 adapts and innovates CRM while Xero is termed a powerful online accounting via decentralized technology at a low cost. Imagine managing both applications manually while you must process daily 100s of invoices, having said that Connectorly is a no-code solution to integrate your business software.  


group-people-working-out-business-plan-office-768x768 <strong>Automate the exact outstanding amount in Microsoft Dynamics 365 and Xero</strong>

The amount owed and overdue in Xero 

While the amount owed and overdue is available in Xero, it must go back into your books and Dynamics 365 to manage your backend supply system. With Connectorly for Dynamics 365 & Xero, you can view the total amount due in the same area as the amount owed in your Dynamics 365, which is an effective and time-savvy solution. 


balanceind365_2-1024x740 <strong>Automate the exact outstanding amount in Microsoft Dynamics 365 and Xero</strong>
balanceind365_1 <strong>Automate the exact outstanding amount in Microsoft Dynamics 365 and Xero</strong>

How does tension arise in the case of outstanding invoices?

Lack of communication between customer and supplier is the root cause of tension surrounding payments and unpaid invoices. However, customers will typically adopt an insular stance when they feel cash flow problems. Imagine being a customer and you get an overdue payment that is not assigned as payment terms. If they find themself in this position in most cases, it gives a dent in company relations and image.

Moving forward with account automation

Automation changes the way you do business; it makes more sense and reduces the administrative time for you. Things like recurring invoices require assistance and more time to make more sense for your business. Connectorly empower and help them to pay you quicker.
When you are a business owner and you can hardly manage time for approving the invoices. It requires more time and energy to keep track of them. Automating your financial tools is a remote-based solution for companies that keep an eye of the tiger on your dashboard.


Accounting plays a significant role in running a successful business. So, do not make it harder for yourself and start using solutions like Connectorly for Dynamics 365 and Xero instead of using old methods which cause you more problems.
Instead, invest in cloud accounting software that will:

  • That will give you time for billable work
  • Helps you to prepare for tax season
  • Grow your business much better

Find out more about Connectorly and how we can integrate it into your business workflow.