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Sage 200 Microsoft Dynamics 365 CRM Integration

Sage 200 Microsoft Dynamics 365 CRM IntegrationDeveloped by Codeless Platforms

Do you need to provide sales representatives and customer service teams with a complete view of each customer within your Microsoft Dynamics 365 CRM system, including credit limits, outstanding balances, orders and invoices, without switching business solutions? Or are you looking to reduce the time employees spend requesting information from your accounts department to improve productivity?

Sage 200 Microsoft Dynamics 365 CRM Integration Solution Overview

Codeless Platforms’ Sage 200 Microsoft Dynamics 365 CRM integration solution provides you with a pack of preconfigured tasks that enables you to synchronise critical data, such as credit limits, outstanding balances, orders and invoices, to remove repetitive data entry tasks from employee workloads.

The Sage 200 and Dynamics 365 CRM integration template enables you to synchronise standard data points between both systems and also provides you with the ability to create additional integration and automation tasks that are unique to your business rules and trading practices.

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Sage 200 Microsoft Dynamics 365 CRM BPA Solution Features, Functionality and Benefits

Once installed, the Dynamics 365 CRM integration solution for Sage 200 will help you to improve speed and efficiency when managing customer accounts.

Default features and functionality in the Sage 200 Dynamics 365 CRM solution include:

  • Manage price lists in one place (Sage 200 stock module) to avoid duplication of data and costly pricing mistakes
  • Reduce time spent on manual data entry, eliminating typing errors
  • Increase visibility of accounting data, such as account balance, invoices, payment history, average buying price and last buy date
  • Create marketing lists based on products purchased and other purchasing trends
  • Allow Microsoft Dynamics 365 CRM users to perform stock lookups
  • Create new customer records in Sage 200 from a prospect record in Microsoft Dynamics 365 CRM, with the ability to review details prior to creation of the customer record
  • Use multiple Sage 200 companies linked to a single CRM database

Integration Touch Points

The following data synchronisations are included as standard. Additional data flows and rules-based automation can be added as required.

    Products and Pricing

  • Sage 200 Products » Dynamics 365
  • Sage 200 Price Lists » Dynamics 365
  • Sage 200 Price List Item » Dynamics 365

    Sales Orders

  • Dynamics 365 » Sage 200

    Invoices

  • Sage 200 » Dynamics 365
  • (including Paid Status)

    Accounts

  • Dynamics 365 » Sage 200

Benefits of Dynamics 365 CRM integration with Sage 200

Common commercial benefits that you can achieve by integrating Sage 200 with Dynamics 365 CRM include:

  • Removal of repetitive data entry
  • Eradication of data entry errors
  • Increase employee productivity
  • Ability to run the entire business without additional administrative support
  • Reduce operational costs
  • Significantly reduce bespoke development times and costs
Sage 200 and Dynamics 365 CRM Integration Solution

Sage 200 and Dynamics 365 CRM Integration Solution

Learn how Codeless Platforms' Sage 200 Microsoft Dynamics 365 CRM pre-built solution template enables organisations to synchronise critical data and remove repetitive data entry.

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