{"id":5905,"date":"2024-11-22T12:16:06","date_gmt":"2024-11-22T12:16:06","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagemas\/?p=5905"},"modified":"2024-11-29T10:51:52","modified_gmt":"2024-11-29T10:51:52","slug":"understanding-gumu-workflow-for-dynamics-crm-and-sage-intacct-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2024\/11\/22\/understanding-gumu-workflow-for-dynamics-crm-and-sage-intacct-integration\/","title":{"rendered":"Understanding GUMU&#x2122; Workflow for Dynamics CRM and Sage Intacct Integration"},"content":{"rendered":"\n<p>The powerful Dynamics 365 CRM-Sage Intacct integration provides encrypted security that protects the information and transfers the data between both systems. In this blog, we\u2019ll discuss the workings and the core features of GUMU\u2019s integration and explore how data between these two applications is integrated.<\/p>\n\n\n\n<p><strong><u>Integration Touch Points:<\/u><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customers and Contacts are synced bi-directional between Sage Intacct and Dynamics 365.<\/li>\n\n\n\n<li>Salesperson from Sage Intacct and Dynamics 365.<\/li>\n\n\n\n<li>Product Family and Products from Sage Intacct and Dynamics 365.<\/li>\n\n\n\n<li>Warehouse from Sage Intacct and Dynamics 365.<\/li>\n\n\n\n<li>Sales Quotes booked in Dynamics 365 are integrated as Sales Quote in Sage Intacct.<\/li>\n\n\n\n<li>Sales Order integration is bi-directional. Sales Orders booked in Dynamics 365 against the accounts are integrated as Sales Order in Sage Intacct.<\/li>\n\n\n\n<li>Sales Invoices are generated in Sage Intacct against the sales order integrated from Dynamics 365 are integrated to Dynamics 365.<br><br><\/li>\n<\/ul>\n\n\n\n<p><strong><em><u>Integrating Dynamics CRM and Sage Intacct \u2013 Configuration<\/u><\/em><\/strong><br>GUMU&#x2122; simplifies the integration process by integrating Dynamics CRM and Sage Intacct ERP, providing an easy-to-use configuration user interface. Users can define synchronization rules and set up automatic data execution workflows effortlessly.<\/p>\n\n\n\n<p>Users subscribed to GUMU&#x2122; can access the GUMU&#x2122; portal to configure the necessary connections for Dynamics CRM and Sage Intacct. This setup ensures smooth communication between the two applications. Please refer to the below link for registering the GUMU account.<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.greytrix.com\/gumu-dynamics-365-sage-100-integration\/user-subscription\/registration-process\">GUMU Account Registration Process.\u00a0<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image1-1024x733.png\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"733\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image1-1024x733.png\" alt=\"\" class=\"wp-image-5906\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image1-1024x733.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image1-300x215.png 300w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image1-768x550.png 768w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image1-660x472.png 660w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image1.png 1508w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p><strong><em><u>Dynamic 365 CRM Configuration<\/u><\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image2.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"858\" height=\"692\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image2.png\" alt=\"\" class=\"wp-image-5907\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image2.png 858w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image2-300x242.png 300w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image2-768x619.png 768w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image2-660x532.png 660w\" sizes=\"(max-width: 858px) 100vw, 858px\" \/><\/a><\/figure>\n\n\n\n<p><strong><em><u>Sage Intacct Configuration<\/u><\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image3-1024x421.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"1024\" height=\"421\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image3-1024x421.png\" alt=\"\" class=\"wp-image-5908\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image3-1024x421.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image3-300x123.png 300w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image3-768x316.png 768w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image3-660x271.png 660w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image3.png 1537w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Scheduling or Data Integration process in GUMU.<\/span><\/strong><\/p>\n\n\n\n<p>Once the connection of the systems Dynamics 365 and Sage Intacct are authenticated successfully, Data will start flowing between these two systems. Let\u2019s look at how orders placed in Dynamics CRM can be integrated into Sage Intacct using the GUMU&#x2122; process. On the integration portal, users can see the process defined under the integration tab.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image4-1024x432.png\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"432\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image4-1024x432.png\" alt=\"\" class=\"wp-image-5909\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image4-1024x432.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image4-300x127.png 300w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image4-768x324.png 768w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image4-1536x648.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image4-660x278.png 660w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image4.png 1885w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>As the GUMU&#x2122; integration user interface is customizable, we have provided the users with the option to modify the last sync date with a button click, allowing them to set the preferred date and execute the process. This date serves as the date filter in the integration to fetch and synchronize data between the source and target systems. Clicking on the play button will sync all orders that fall under the last sync date from Dynamics 365 CRM to Sage Intacct.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image5-1024x254.png\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"254\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image5-1024x254.png\" alt=\"\" class=\"wp-image-5910\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image5-1024x254.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image5-300x74.png 300w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image5-768x191.png 768w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image5-1536x381.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image5-2048x508.png 2048w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/11\/Image5-660x164.png 660w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>GUMU&#x2122; allows users to execute the process manually or set schedules for automatic execution at certain intervals. For more details on scheduling, please refer to our below blog.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2024\/05\/31\/automate-erp-crm-sync-scheduling-in-gumu\/\">Automate CRM-ERP Sync: Scheduling in GUMU&#x2122;<\/a><strong><u><br><br><\/u><\/strong>More details about the product are available on&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/dynamics-365-crm-sage-intacct-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a>. We hope you find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at&nbsp;<a href=\"mailto:gumucloud@greytrix.com\">gumucloud@greytrix.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The powerful Dynamics 365 CRM-Sage Intacct integration provides encrypted security that protects the information and transfers the data between both systems. In this blog, we\u2019ll discuss the workings and the core features of GUMU\u2019s integration and explore how data between these two applications is integrated. Integration Touch Points: Integrating Dynamics CRM and Sage Intacct \u2013\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2024\/11\/22\/understanding-gumu-workflow-for-dynamics-crm-and-sage-intacct-integration\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[300,670,302,649],"class_list":["post-5905","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-gumu-2","tag-gumu-for-sage-intacct-dynamics-crm-integration","tag-gumu-integration","tag-microsoft-dynamics-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Comprehending GUMU\u2122 Workflow for Sage Intacct and Dynamics CRM Integration<\/title>\n<meta name=\"description\" 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Developed by Greytrix, GUMU\u2122 is a powerful integration platform that bridges the gap between your business applications. Whether you\u2019re looking to integrate a CRM (Salesforce, Dynamics 365 CRM, and Sage CRM) or an ERP (Sage ERP, Acumatica) with each other or any other third-party application, GUMU\u2122 is a robust and reliable integrator tailored to your unique needs. Join us as we explore the abilities of GUMU\u2122 and learn how it transforms your integration experience. 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