Category Archives: Dynamics 365 CRM

Exploring Bi-Directional Sync of Customers and Orders in Dynamics CRM and Sage 100 Integration

Dynamics 365 CRM provides an ability to manage the relations with a customer, the sales process, marketing processes. Sage 100 is ERP that gives a management capability for back-office operations, such as order processing, inventory, and invoicing. While implementing the implementation of both the applications it is very helpful to have your system integrated and… Read More »

Streamline Manufacturing Operations with GUMU™: Dynamics CRM and Sage ERP Integration

In the moving world of business today, staying ahead means keeping your data in sync. Companies must keep customer details, orders, and handle quotes smoothly. If you find yourself dealing with data, manual steps, and complicated workflows, it’s time for an improvement and automation of data between systems. Our GUMU™ integrated solution links Dynamics CRM… Read More »

Understanding GUMU™ Workflow for Dynamics CRM and Sage 100 Integration

The powerful Dynamics 365 CRM – Sage 100 integration provides encrypted security that protects the information and transfers the data between both systems. In this blog, we’ll discuss into the working and the core features of GUMU’s integration and explore how data between these two applications is integrated. Integration Touch Points: Integrating Dynamics CRM and… Read More »

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 »

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 »