Manage User Roles for GUMU Configured User in Dynamics CRM

By | March 19, 2024

In the world of enterprise resource planning (ERP) and customer relationship management (CRM), effective integration is paramount. Microsoft Dynamics CRM offers a versatile system of user Profiles, each tailored to the roles and responsibilities within an organization. These Profiles dictate access levels and permissions, ensuring seamless functionality across the board.

Enter GUMU™ Integration – a game-changer in the realm of CRM-ERP synergy. Leveraging Dynamics CRM Profiles, GUMU™ facilitates the smooth flow of data between ERP systems and Dynamics CRM, streamlining processes and enhancing productivity.

At the heart of this integration lies the ERP Integration App, a robust solution seamlessly integrated into the Dynamics CRM environment. Upon installation, it enhances the CRM instance by incorporating custom fields within key entities such as Accounts, Contacts, Quotes, Orders, and Invoices. These customizations streamline data exchange and facilitate a smoother integration process. Additionally, standard views and forms within CRM entities are utilized to ensure consistency and user familiarity.

It’s worth noting that the ERP Integration App is categorized as a published app within Microsoft Dynamics CRM, underlining its reliability and compatibility with the platform.
GUMU™ for Sage ERP – Dynamics 365 CRM Integration

One notable addition brought forth by the ERP Integration App is the introduction of a new User Profile – GUMU. This profile plays a pivotal role in the integration ecosystem, ensuring that designated integration users have the necessary access privileges for seamless data synchronization between ERP and Dynamics CRM.

GUMU™ for Sage ERP – Dynamics 365 CRM Integration marks a significant advancement in bridging the gap between disparate systems, empowering organizations with a unified and streamlined approach to data management and integration.

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.

The unique GUMU™ integration solutions provided by Greytrix for Sage 100 include Sage 100 integration with Sage CRM, and Salesforce.comDynamics 365 CRM, the migration solutions include Sage 100 Migration from Sage 50 USSage IntacctQuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide. Sage 100 product listings by Greytrix include Salesforce – Sage ERP integration available on Salesforce AppexchangeDynamics 365 CRM – Sage ERP integration available on Microsoft Appsource (Free Trial).

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more details on Sage 100 Services, please contact us at We will like to hear from you.