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’ll discuss the workings and the core features of GUMU’s integration and explore how data between these two applications is integrated.
Integration Touch Points:
- Customers and Contacts are synced bi-directional between Sage Intacct and Dynamics 365.
- Salesperson from Sage Intacct and Dynamics 365.
- Product Family and Products from Sage Intacct and Dynamics 365.
- Warehouse from Sage Intacct and Dynamics 365.
- Sales Quotes booked in Dynamics 365 are integrated as Sales Quote in Sage Intacct.
- Sales Order integration is bi-directional. Sales Orders booked in Dynamics 365 against the accounts are integrated as Sales Order in Sage Intacct.
- Sales Invoices are generated in Sage Intacct against the sales order integrated from Dynamics 365 are integrated to Dynamics 365.
Integrating Dynamics CRM and Sage Intacct – Configuration
GUMU™ 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.
Users subscribed to GUMU™ can access the GUMU™ 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.
GUMU Account Registration Process.
Dynamic 365 CRM Configuration
Sage Intacct Configuration
Scheduling or Data Integration process in GUMU.
Once the connection of the systems Dynamics 365 and Sage Intacct are authenticated successfully, Data will start flowing between these two systems. Let’s look at how orders placed in Dynamics CRM can be integrated into Sage Intacct using the GUMU™ process. On the integration portal, users can see the process defined under the integration tab.
As the GUMU™ 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.
GUMU™ 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.
Automate CRM-ERP Sync: Scheduling in GUMU™
More details about the product are available on our website. 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 gumucloud@greytrix.com.