Expensify

Expensify is a financial management tool that automates expense tracking and reporting. It provides an easy way to manage receipts, reimburse employees, and handle accounting tasks. Expensify is a popular tool among small and medium-sized businesses because of its simplicity and efficiency.

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a powerful customer relationship management software that helps businesses manage customer interactions and improve customer engagement. It provides a wide range of features, including sales automation, marketing campaigns, and customer service management. Dynamics 365 CRM is a popular tool among large enterprises because of its scalability and customizability.

Integration of the two through API or SDK

Expensify and Microsoft Dynamics 365 CRM can be integrated through API or SDK. The API integration allows the two tools to exchange data in real-time, enabling businesses to have a better understanding of their financials and customer interactions. The SDK integration, on the other hand, enables businesses to extend the functionality of the tools and build custom integrations.

Problems their integration solves

Integrating Expensify with Microsoft Dynamics 365 CRM solves several problems that businesses face, including:

• Reduced manual data entry: The integration eliminates the need to manually enter financial and customer data between the two tools.
• Better financial management: Businesses can have an accurate view of their financials with real-time data exchange between the tools.
• Improved customer engagement: Businesses can provide better customer service by having a 360-degree view of customer interactions and transactions.
• Increased productivity: The integration reduces the time spent on administrative tasks, allowing employees to focus on core business tasks.