Connect Dynamics 365 for Legal with Xero
Move financial information from CRM to the correct Xero organization, while keeping payment and balance information visible in Dynamics 365.
Dynamics 365 for Legal
- Opportunities & accounts
- Invoices & credit notes
- Expenses
- Business Units / legal entities
Xero
- Accounting system of record
- Customer invoices, bills
- Contacts & items
- Payments & balances back to CRM
Connect sales and finance
Opportunities, accounts, invoices, credit notes and expenses can originate in Dynamics 365 CRM, while Xero remains the accounting system of record. The integration reduces duplicate data entry, improves visibility across teams and closes the loop between legal operations and finance.
Key integration features
- Invoices and credit notes: create them in the right Xero organization from Dynamics 365
- Supplier bills and expenses: send CRM expenses as bills, with expense-code, account and tax-rate validation
- Contacts, customers and vendors: create or reuse the right Xero contact first
- Products and items: resolve or create Xero items from configured mappings
- Payment reconciliation: payment amounts, balances, dates and statuses return to CRM
- Manual and scheduled sync: Sync All on demand, or scheduled via an Azure Function App
- Business Unit routing: each record goes to the Xero organization for its legal entity
Route every transaction to the right organization
For practices with several legal entities, the record’s owning Business Unit decides the Xero organization. Processing stops if a mapping is missing or duplicated, so nothing silently lands in a default organization.
Secure, dependable processing
Non-interactive client-credential authentication, Xero Custom Connections, a Microsoft Entra application, Azure Key Vault and controlled Dataverse access, with Azure Table Storage and Application Insights for state and monitoring.
Better visibility for legal and finance
Client, matter and financial processes stay connected in one familiar CRM, with clearer status tracking and a reliable flow of information to accounts.
Quick start guide
From first contact to final invoice, on one platform
Practice Management connects every step. Explore the rest of the flow.
See d365Legal with your own matters
Book a personal demonstration with David Blumentals, Director, Dynamics 365 Practice, or take the platform for a test drive.