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Sage Intacct and Dynamics 365 CRM Integration - Feature image

Sage Intacct ERP and Dynamics 365 CRM Integration

GUMU™ is a robust bridge between Sage Intacct ERP and Dynamics 365 CRM, offering seamless integration capabilities. With its advanced features, GUMU™ facilitates smooth data synchronization between the two platforms, ensuring accuracy and consistency in financial and customer data across the organization. This integration empowers businesses to streamline their operations by eliminating manual data entry tasks and reducing the risk of errors. By consolidating financial and customer information in real time, it enables teams to make informed decisions and deliver superior customer experiences. Moreover, the flexibility of GUMU™ allows for customization to suit specific business needs, ensuring a tailored integration solution. Overall, the Sage Intacct integration enhances efficiency, collaboration, and productivity by harmonizing key functionalities of Sage Intacct ERP and Dynamics 365 CRM.GUMU™ is a powerful integration solution that seamlessly connects Sage Intacct ERP, a cloud-based financial management software, with Dynamics 365 CRM, a comprehensive customer relationship management platform.

Integration Touchpoints

Customer

Customer

Contact

Contact

Product

Product

Product Category

Product Category

Salesperson

Salesperson

Quote

Quote

Feature of Sage Intacct Software and Dynamics 365 CRM Integration

Cloud Integration

Certified experts deploy the latest synchronization techniques to seamlessly transfer data from Sage Intacct to CRM and generate insightful reports for analysis.

Effortless One-Click Import

GUMU™ connects Sage Intacct’s cloud-based accounting solution and Dynamics 365 CRM, transferring customer details, orders, and bills for a unified view.

Holistic Multi-tenant Access

Access company information through ERP in CRM, comprehending entities and identifying opportunities effortlessly.

Efficient Customer and Order Management

Real-time updates via GUMU™ connector promote customers and orders, ensuring consistent data between Dynamics 365 Customer Engagement and Sage Intacct ERP software.

Granular Authorization Control

GUMU™ Security Matrix empowers CRM admins with Intacct data access control, enhancing security and compliance.
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