Software > IT projects > Accounting software with interface to Dynamics CRM

Accounting software with interface to Dynamics CRM

IT project from: Entertainment companProject no. 14/107: finished
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We would like to replace our current software and therefore need a financial accounting software with an interface to Dynamics CRM.

Main functions:

  • Print invoices, transfer to accounting
  • Post incoming invoices to cost centers and cost units
  • Post to bank
  • Consolidate cost centers, cost center report
  • Storing budgets
  • Cash flow planning and evaluation
  • Dunning system
  • Evaluations (income statement)
  • Electronic payment transactions

Human resources

  • Payroll accounting

Interface:

  • The financial accounting program must “pick up” the customers from CRM, assign a customer number and transfer this back to CRM.
  • We need the ability to export all accounting data dynamically (access via SQL Reporting Services, Web Services, etc.).

Project statistics

Quantity
Researched solutions 7
Selected potentially relevant solutions (of which published) 6 (0)
Sent e-mails (questions, queries) and telephone calls 22
E-mails received from vendors 3
Direct responses to the IT project 0
Responses classified as relevant 0

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The IT project has already been closed.

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