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Sage Intacct and Dynamics 365 CRM Integration - Feature image

Seamless Sage Intacct and Dynamics 365 CRM Integration with GUMU™

GUMU™ is a strong link between Sage Intacct ERP and Dynamics 365 CRM, providing seamless integration capabilities. Its advanced features enable smooth data synchronization between the two platforms, ensuring that financial and customer data remains accurate and consistent throughout the organization. This integration helps businesses streamline their operations by eliminating the need for manual data entry and minimizing the risk of errors. Teams can make informed decisions and enhance customer experiences by consolidating financial and customer information in real-time. Additionally, GUMU™ offers flexibility for customization to meet explicit business requirements, ensuring a tailored integration solution. Overall, the integration of Sage Intacct enhances efficiency, collaboration, and productivity by aligning the key functionalities of Sage Intacct ERP and Dynamics 365 CRM. GUMU™ is a powerful integration tool that connects Sage Intacct ERP, a cloud-based financial management software, with Dynamics 365 CRM, a comprehensive customer relationship management platform.

Integration Touchpoints

Customer

Customer

Contact

Contact

Product

Product

Product Category

Product Category

Salesperson

Salesperson

Quote

Quote

Feature of Sage Intacct Software and Dynamics 365 CRM Integration

Cloud Integration

Certified experts deploy the latest synchronization techniques to seamlessly transfer data from Sage Intacct to CRM and generate insightful reports for analysis.

Effortless One-Click Import

GUMU™ connects Sage Intacct’s cloud-based accounting solution and Dynamics 365 CRM, transferring customer details, orders, and bills for a unified view.

Holistic Multi-tenant Access

Access company information through ERP in CRM, easily understand entities and spot opportunities.

Efficient Customer and Order Management

Real-time updates via GUMU™ connector promote customers and orders, ensuring consistent data between Dynamics 365 Customer Engagement and Sage Intacct ERP software.

Granular Authorization Control

GUMU™ Security Matrix empowers CRM admins with Intacct data access control, enhancing security and compliance.
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