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Dynamics 365 Integration with Sage ERP
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GUMU™ for Dynamics 365 CRM – Sage X3 Integration

With the integration of Dynamics 365 CRM – Sage ERP X3, enterprises can achieve a single console view of processes and have the best of both worlds. This powerful integration provides enterprises with a cost effective and simplified way to keep your processes running seamlessly while offering the much-needed visibility between your front and back office teams. 

Greytrix – a Sage Premier Development Partner brings its CRM expertise with its trademark GUMU™ data exchange framework that facilitates rapid data movement between, Sage X3 and MS Dynamics 365 Customer Engagement. The unique features like bi-directional integration and data access on the go ensures that critical information like leads, orders and accounts are updated in real time thus, providing a holistic view across the organization. Greytrix MS Dynamics 365 CE and Sage X3 integration increases productivity and efficiency. The encrypted security protects the information as it transfers the data between the systems.

Free Trial available on Microsoft AppSource

Available GUMU™ Dynamics 365 CRM Integrations are:

Dynamics 365 CRM - Sage 100 Integration
Dynamics 365 CRM - Sage 300 Integration
Dynamics 365 CRM - Sage X3 Integration
Dynamics 365 CRM - Sage Intacct Integration
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What are the features of Dynamics 365 CRM Integration with Sage X3?

Bi-directional Integration

Bi-directional integration ensures the flow of data in all directions in real-time. It allows two disparate systems to sync with each other through constant flow of information. Microsoft Dynamics CRM and Sage X3 integration ensures synchronization of Sales Quotes, Orders, and Invoices from Sage (to Standard tables/ Objects in MS CRM) which are accessible on user-friendly interfaces of Microsoft Dynamics 365 layout. Due to its bi-directional capabilities, it can also be synced back to Sage X3 system.

dynamics 365 crm sage X3 integration
dynamics 365 sage x3 integration

Accessible on Portable Devices

Sage X3 with Dynamics CRM Integration solution is available on multiple platforms like mobile, desktop and tablets thus, ensuring data access anytime, anywhere. Important information like leads, customers and orders can be addressed in real time. It provides similar UI across all the devices.

Multi Company Integration

Greytrix Sage X3 integration with Dynamics 365 CRM allows configuration of multiple Sage X3 companies with single Microsoft Dynamics 365 CRM environment. It implies centralized administration to maintain a common code-based application and run a common instance of the application for multiple Sage X3 companies. The confidential data for each tenant is secured from any other tenant.

dynamics 365 integration
dynamics 365 crm sage x3 integration

Updated Customer Sales Information

Updated Customer and Sales information is vital for lead nurturing and subsequently sales closure. It allows the departments to collate the key business metrics which helps them to effectively cross sell and up sell. Important Sales and service information can be viewed on user-friendly MS Dynamics CRM lists for particular accounts hence improving responsiveness to coordinating the management of sales and marketing campaigns.

Easy Implementation

The whole package is easy to implement and configure it using Microsoft Dynamics CRM Connector with Sage X3 ERP. Experience the benefit of enhanced agility to act on new information quickly and maximize ROI with Dynamics 365 CRM – Sage ERP Integration..

Ms Dynamics crm integration
dynamics crm integration

What are the benefits of Dynamics 365 CRM – Sage X3 Integration?

The benefits of Dynamics 365 CRM – Sage X3 integration are:

  • Make informed decisions, identify business opportunities based on latest synchronized information of Customers and reporting tools.
  • Improve Finance, Customer Relation and Sales Interdepartmental communication with seamless process flow of accounting and customer information.
  • Enhanced end client experience due to faster resolution of queries and personalized responses.
  • Increased employee productivity due to data consistency and no effort duplication.
  • Enhanced agility to act on new information quickly and maximize ROI.
  • Support multiple technologies, databases and operating systems
  • Enables effective supply chain and inventory management as sales data from CRM is available in the ERP

How can Greytrix help in Dynamics 365 CRM integration with Sage ERP?

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 CRM – Sage ERP Integration 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, 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 X3 ERP integration is listed on Microsoft AppSource.

dynamics 365 crm and sage erp integration
For more information on Dynamics 365 CRM - Sage X3 Integration, write to us at dynamics365@greytrix.com

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