Process fit
Walk through a representative workflow and identify where the handoff needs to improve.
Supporting product
Power2Xero
Connect agreed customer and finance workflows between Dynamics 365 and Xero.
Book a 30-minute diagnosticWhat to explore
- Map customer, contact and invoice flows
- Agree payment and status visibility
- Define reconciliation and exception ownership
From product to implementation
Product fit depends on your systems, data and process requirements. We confirm licensing, compatibility and configuration as part of the proposal.
Explore the Finance Sync Accelerator →Before implementation
Start with the way your team works.
Technical fit
Confirm your systems, editions, access and data before agreeing the configuration.
Everyday use
Agree ownership, testing and handover so the change fits the people using it.
Start with the problem that matters most.
Tell us where work slows down, what your team uses today and what needs to change. We’ll use a focused conversation to establish whether we can help.
Book a 30-minute diagnostic