Author Archives: Greytrix

Automate CRM-ERP Sync: Scheduling in GUMU™

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… Read More »

GUMU™ Process Logs via Email

In our previous blog, we discussed the features of GUMU™ logs. You can find that blog here: Understanding Logs in GUMU™ Cloud Integrations. Today, we’ll explore the functionality of sending process logs via email, including the new daily digest logs feature. This feature allows registered users to receive synchronized data information conveniently via email, eliminating… Read More »

Update Last Sync Date in GUMU™ Cloud Integrations

In this blog, we will be discussing on the Last Sync Date feature of GUMU™ Cloud Integrations  In the current GUMU™ integration process, the last sync date value is automatically updated to the current date after the completion of each individual synchronization process. This updated date serves as the date filter in the integration for… Read More »

Manage User Roles for GUMU Configured User in Dynamics CRM

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… Read More »

IMPORT ROUTINE FOR INVENTORY TRANSACTIONS IN SAGE 500 ERP

In the dynamic landscape of Enterprise Resource Planning (ERP), the key for smooth operations lies in the complexities of the import routine. The import Routine plays an important role in any ERP as it provides automation to end user to create the bulk of entries at one time and makes the process easier to avoid… Read More »

Maintain Routing in Sage 500

Sage 500 ERP, formerly known as “MAS 500,” is indeed designed to assist medium-sized businesses in managing various facets of their operations. It serves as a robust accounting software package and enterprise resource planning (ERP) solution. The primary goal is to enable progressive, mid-sized businesses to streamline their processes, gain business insights, and enhance overall… Read More »

GUMU™ – New Quick Line Entry – Sage CRM -Sage X3 ERP Integration

In today’s rapidly evolving business environment, seamless integration between systems is more crucial than ever. That’s precisely where GUMU™ steps in to bridge the gap between Sage CRM and Sage X3 ERP. This robust and customizable integration solution establishes a real-time, bidirectional link between the two platforms, ensuring a smooth and continuous exchange of customer… Read More »