Imagine a sales representative is speaking with a customer over the phone. The customer asks about the latest invoice or available inventory. Without ERP data inside Sage CRM, users must switch to Sage 100, search for the required information, and then return to CRM. Repeating this process throughout the day reduces productivity. The Enhanced Dynamic Grid Query Manager in GUMU brings ERP information directly into Sage CRM, eliminating unnecessary application switching.
Introduction
Businesses rely on Sage CRM to manage customer relationships and Sage 100 to maintain critical ERP data such as inventory, invoices, customers, vendors, sales orders, and purchase orders. While both systems play an important role, users often need ERP information directly within Sage CRM without switching between applications.
Traditionally, displaying Sage 100 data inside Sage CRM required custom SQL queries, manual field mapping, and development effort. Even a simple request to display inventory or invoice details could involve writing SQL, creating custom grids, and deploying customizations.
To address these challenges, Greytrix has enhanced the Dynamic Grid Query Manager in GUMU, making it easier than ever to configure, synchronize, and display Sage 100 data inside Sage CRM.
Whether you’re a functional consultant who prefers a no-code approach or a technical consultant building advanced SQL-based grids, the enhanced Dynamic Grid Query Manager provides the flexibility to support both.
Two Configuration Methods
a) Query-wise Configuration
Allows consultants to write custom SQL queries, join multiple Sage 100 tables, create calculated fields, apply business logic, display hyperlinks, and build highly customized grids.
b) Table-wise Configuration
Allows administrators to create grids without writing SQL by selecting Sage 100 tables and required columns.
Two Query Options
a) Show Grid
Displays ERP information inside Sage CRM.
b) Sync Data
Synchronizes data from Sage 100 into SQL staging tables to improve performance and reduce ERP load.
Key Benefits
- Reduces custom development effort
- Supports both technical and functional users
- Enables faster ERP data visibility inside Sage CRM
- Simplifies configuration and maintenance
- Supports SQL-based and no-code implementations
- Improves performance through configurable synchronization
- Adapts to a wide range of business requirements
Conclusion
The enhanced Dynamic Grid Query Manager transforms the way Sage 100 ERP data is displayed within Sage CRM. By offering both Query-wise and Table-wise configuration methods, along with flexible Show Grid and Sync Data options, organizations can implement everything from simple ERP data views to highly customized reporting solutions with significantly less effort.
Continue Reading – Understanding Dynamic Grid Metadata: The Building Blocks of Dynamic Grids
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.