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In the past, organizations worked on abundant customer data that lead to complexity in management of business processes like accounting, finance, HR. These siloed departments often had no form of inter- departmental communication which hampered forecasting and decision making. Greytrix – a Sage Premier Development Partner brings its CRM expertise with its trademark GUMU™ data exchange framework that facilitates rapid data movement between, Sage ERP and Microsoft Dynamics 365 Customer Engagement, seamlessly. It increases efficiency by eliminating errors through data duplication and improves collaboration between business processes.
With Greytrix MS Dynamics 365 CE and Sage ERP integration, mid-market and enterprise businesses can achieve enhanced business productivity through data driven business decisions. The Dynamics 365 CRM Integration with Sage ERP is a comprehensive Business Management solution designed to keep your Total Cost of Ownership low by supporting multiple technologies, databases and operating systems. The encrypted security protects the information as it transfers the data between the systems.
Free Trial available on Microsoft AppSource
Greytrix MS Dynamics CRM and Sage ERP integration ensures real-time and bi-directional access to key customer information. It synchronizes Sales Quotes, Orders and Invoices from Sage (to Standard tables/ Objects in MS CRM) that can be viewed on user-friendly UI of Microsoft Dynamics 365 layout. It can be also synced back to Sage ERP system.
With cross device integration, the customer needs are addressed in real time and can be accessed anytime, anywhere providing similar view across all portable devices. Critical information like sales lead, orders and invoices in real time ensures significant impact on retaining potential customers.
Multi- company integration eliminates the risk of maintaining separate files like accounting, sales etc. It allows multiple organizations to share centralized data which facilitates billing and reporting. Greytrix MS Dynamics CRM and Sage ERP integration solution allows configuration of multiple Sage ERP companies with single MS Dynamics 365 CRM environment.
Important Sales and service information can be viewed on user-friendly MS Dynamics CRM lists for particular accounts. It impacts future decisions and helps in understanding the market trends through customer analysis.
The features of Dynamics 365 CRM Integration with Sage ERP include:
Integration of Microsoft Dynamics 365 CRM to your Sage ERP system works best when-
Greytrix is globally recognized and is one of the oldest Sage Development Partners being a one-stop destination for Sage ERP and Sage CRM Business needs. We bring forward our competence with complete end-to-end assistance from inception till execution for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation requirements.
GUMU™ for Dynamics 365 CRM Integration with Sage ERP is a comprehensive, seamless, bi-directional integration, specially designed to satisfy all your business priorities. It empowers the enterprises to drive effective communication between departments. The Common Data Model provides semantic consistency for canonical business entities across Dynamics 365 CRM and Common Data Service, increasing value and saving time for application developers, ISV partners, and integrators.
This powerful integration ensures information flow in the Dynamics 365 CRM to integrate automatically into Sage ERP. Greytrix has some world-class customization and development services for Dynamics 365 CRM with Sage ERPs which can be listed as GUMU™ for Dynamics 365 CRM - Sage ERP Integration, Dynamics 365 CRM - Sage 300 Integration, and Dynamics 365 CRM - Sage X3 Integration. Dynamics 365 CRM - Sage 100 Integration to Business Partners, End Users, and Sage PSG across the globe.
Dynamics 365 CRM- Sage ERP integration is listed on Microsoft AppSource.
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