Automate CRM-ERP Sync: Scheduling in GUMU™

By | May 31, 2024

Greytrix has developed a comprehensive, bi-directional connector that integrates Sage ERP systems (Sage 100, Sage X3, Sage Intacct, and Sage 300c) with Microsoft Dynamics 365 CRM. This powerful integration is designed to meet all your business priorities, ensuring smoother operations and smarter decision-making.

In our previous blog, we discussed the features of setting the sync date under a GUMU™ process to execute the data sync between source and target systems. You can find that blog here: Update Last Sync Date in GUMU™ Cloud Integrations.

Today, we’ll explore the functionality of scheduling the process within GUMU™ for the automatic execution of Sales Orders data from Microsoft Dynamics CRM to Sage 100.

What is Schedule?

You can establish schedules by specifying a particular time. Once the schedule is set, the process will automatically run at the designated time, eliminating the need for manual execution.

GUMU™ have four types of schedules.

  • DAILY (Once): Selecting this option signifies that the process will run daily at the specified time automatically.
  • DAILY (Every): This schedule operates daily, and you can establish the frequency by selecting specific hours and minutes. Additionally, set the start and end times based on this interval to determine when your schedule will run.
  • WEEKLY: This schedule will run on a weekly basis. Select a day from the options provided above to set the schedule, and then choose the specific occurrence time for the schedule to run. You also have the option to select multiple days from the ones provided above.
  • MONTHLY: This schedule functions monthly. Input the day of the month and specify the desired time for the schedule to run. Then, click on the submit button.

How to set the schedules?

  • Go to the Integration page.
  • Select the Schedule icon for the process to which you wish to set a schedule.

Once the schedules are configured in GUMU™, users can view them on the Schedules tab.

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 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 GUMU™ Products and Services, please contact us at We will like to hear from you.