Compatible With:
• Dynamics CRM 2011 (Online / On Premise / Partner Hosted)
The MYOB Connector provides smooth integration between Dynamics CRM 2011 and MYOB, bridging the gap between customer activity and their financial profile. Data will no longer need to be entered twice, eliminating costly errors and giving you extra time to concentrate on more important tasks.
“In business, saving time and avoiding errors are vital and this integration significantly aids those two areas.”
Paul O’Brien
MHA Managing Director
Save Time
There is no need to switch between systems. Information can be entered in either Dynamics CRM or MYOB and will be updated in both.
Minimise Error
Eliminating the mundane task of having to enter data twice greatly reduces the likelihood of costly errors and inconsistency.
Up-to-Date Data
When Invoice/Contact data is entered, it is automatically updated in both systems. No lengthy delays means timely and consistent data will always be accessible.
Accessibility
Invoice and payment history* is available in both Dynamics CRM and MYOB therefore all authorised users can access this information for themselves rather than going to the account manager.
Automation
Workflow rules can automate processes such as notification emails to customers increasing efficiency.
Visibility
You will have the ability to view information across the various departments within the organisation. This allows for better communication and more informed decision making.
*MYOB does not allow for individual payment data to be displayed in CRM, it will however update CRM when an invoice is fully paid.
• Information about your contacts and accounts that is entered in CRM will be quickly updated in MYOB. Synchronisation can occur as frequently as you require and can be changed in your preferred settings.
• The MYOB Connector synchronises invoices that are created in CRM and drives them through to MYOB.
• When an invoice has been paid in MYOB it notifies CRM to change the status of the invoice to “paid”.
• There is flexibility to create custom workflows, allowing your business to automate processes.
• Synchronisation of clients and suppliers from CRM.
Specs
• Version: 1.0.0
• Release Date: July 21, 2009
• End Support Date: *October 31, 2012
Requirements
Microsoft Dynamics CRM 2011
PLUS
A supported version of MYOB:*
• MYOB Premier® 11
• MYOB Premier® 12
• MYOB Premier® 19
• MYOB AccountRight
• MYOB Accounting 17
• MYOB Accounting 18
AND
.NET 4
Mapping Fields
| Customers |
| CRM | | MYOB |
| Account
Address
Name
E-mail
Website |
| Card |
| Products |
| CRM | | MYOB |
| Product
Name
Quantity on hand
Unit Price |
| Stock Item |
| Invoices |
| CRM | | MYOB |
| Account Number |
| GL Code |
| Invoice Number |
| Invoice Number(trimmed to 8 characters) |
| Created on/ Date Delivered |
| Sale Date |
| Description |
| Description |
| Total Amount – Tax |
| Ex Tax Amount |
| Total Amount |
| Incl Tax Amount |
| Line Items |
| Line Items |
| Total Tax |
| GST Amount |
| Invoice Number |
| Memo |
*Your version not listed? Don’t worry, contact us and we can make it happen.
* Expected to be supported at least through to this date.