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Microsoft Dynamics 365

Connect Microsoft Dynamics 365 customer accounts and documents to Billabex.

Synced data

  • Customer accounts and contacts
  • Invoices and credit notes
  • Payment statuses and amounts

Connect Microsoft Dynamics 365 to Billabex

Connect Microsoft Dynamics 365 customer accounts and documents to Billabex. The Billabex agent then uses this information to track due dates and keep customer context in one place.

Collection data flows

  • Customer accounts and contacts
  • Invoices and credit notes
  • Payment statuses and amounts

Setup

The exact scope depends on your Microsoft Dynamics 365 configuration. The Billabex team validates access, fields and exchange frequency with you before activation.