This extends the Customer Data sychronisation to include invoicing. This integration sends the details of ‘won’ deals from CRM to Xero as a draft invoice, linked to the customer in Xero. This allows you to continue to use the Xero invoice and email templates for consistency and leverage your Xero payment gateways. A link to the invoice sent by Xero is stored in CRM to complete the customer picture.

The advantage of this Beyond CRM built extension isn’t truly appreciated until you’ve experienced the time consumed to create SharePoint folders from CRM on the fly. To save a document, you first need to create the folder in SharePoint via CRM. This may seem like just a few extra clicks, but done often, can be a disruptive time waster. Our extension creates the SharePoint folder and sub-folders when you create a new record, meaning the folders are ready and waiting when you need to save a document.

One of the key advantages of the Dynamics 365 platform is the Outlook integration, meaning you can interact with your CRM through Outlook and track email communications against a client record. One downside is that the attachments on all of these emails chew up storage space in your CRM. You don’t want to lose them – they’re an important part of your record keeping. Document Relocator saves the day, and saves you money. This Beyond CRM extension strips the attachment from the emails and relocates them to SharePoint, where storage space is much cheaper. The attachment stays accessible through a link on the email record in CRM.

This extension makes short work of entering Australian addresses. Address suggestions reveal as you type. Just choose the correct address and it will complete the required fields consistently and accurately. If client locations and mailable addresses are important to your business, it’s worth investing a little to keep your data clean and usable.

MailChimp is an immensely popular and easy to use email marketing tool. It’s a great place to start but you’ll soon get frustrated with the duplication of effort and data between your CRM and MailChimp. We can help you to integrate your MailChimp (free or paid account) with your CRM using third-party integration service, allowing synchronisation of email marketing lists between CRM and MailChimp and allowing your communications history to be stored against the clients CRM record.

This functionality ensures you maintain regular contact with your clients. You set the regularity with which you’d like the nominated Account Manager (CRM user) to contact each client and CRM will generate automatic reminders for them. Keep a record of future plans the client has mentioned as conversation starters. The solution comes with additional views and dashboards to oversee the account management function.

If your business relies on referrals from other businesses, you’ll want to keep track of who your best referrers are and the value they’ve brought to your organisation. Link Referrers to Opportunities and be able to see the value introduced by those referrers. It’s all about knowing which side your bread is buttered on.