Microsoft Dynamics 365 CRM Sage Intacct Integration

Microsoft Dynamics 365 CRM Sage Intacct Integration

Are you looking for a cost-effective Microsoft Dynamics 365 CRM Sage Intacct integration solution to automatically read and write data to and from Dynamics 365 CRM and synchronise data with your Sage Intacct system? Or are you looking to improve sales team performance and drive company revenue by reducing repetitive data entry tasks?

Codeless Platforms’ Dynamics 365 CRM Sage Intacct integration solution provides you with the ability to automatically read and update Dynamics 365 CRM and Sage Intacct, helping to reduce costs, remove data entry errors and increase employee productivity.

BPA Platform is an iPaaS Platform that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other to enable seamless system integration and business process automation capability

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Microsoft Dynamics 365 CRM and Sage Intacct Integration Brochure

Learn how Codeless Platforms' Microsoft Dynamics 365 CRM and Sage Intacct integration solution enables organisations to synchronise critical data and remove repetitive data entry.

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Microsoft Dynamics 365 CRM Sage Intacct Integration Scenarios and Benefits

BPA Platforms’ Microsoft Dynamics 365 CRM integration tool for Sage Intacct is used to manage the data to and from your Microsoft Dynamics 365 CRM system. The full range of objects in Dynamics 365 CRM can be interacted with, including Accounts, Account Leads, Appointments, Calendars, Campaigns, Contacts, Contracts, Invoices, Leads, Opportunities and Products.

Common Sage Intacct Dynamics 365 CRM integration scenarios include:

• New and Existing Accounts and Business Partners: Automatically synchronise accounts between Dynamics 365 CRM and Sage Intacct, including account name, customer number, default billing/shipping address, contact information, industry etc.
• Contacts: Automatically update new and existing contacts between Dynamics 365 CRM and Sage Intacct with the associated business partner or customer account, including name, owner (if applicable), telephone/mobile, email, account name etc.
• Price List: Automate the synchronisation of pre-defined price lists from Intacct to Dynamics 365 CRM Price Books, including single currency.
• Allow Microsoft Dynamics 365 CRM users to perform stock lookups
• Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager
• Item: Automatically synchronise Items from Sage Intacct to Dynamics 365 CRM, including product name, product code, product description, product prices associated with a variety of price books
• Quotes: Automatically synchronise quotes from Dynamics 365 CRM to Sage Intacct, including customer, owner (if applicable), date, customer reference number, quote number, validity till, default shipping address, Quote Line Items: including product, quantity quoted for, remarks
• Sales Order: Automatically synchronise sales orders from Sage Intacct with Dynamics 365, including order number, order date, order value, account, owner (if applicable), product, unit price, quantity, subtotal etc.
• Invoice: Automate the synchronisation of invoice information between Sage Intacct and Dynamics 365 CRM, including account, invoice number, invoice date, invoice amount, owner (if applicable), product, unit price, quantity, sub-total etc.

Commercial benefits of Sage Intacct Dynamics 365 CRM integration when using BPA Platform include:

• Remove repetitive, time-consuming data entry and associated costs
• Eradicate data entry errors
• Increase employee productivity and company output
• Ability to run the entire business without additional administrative support
• Reduce operational costs
• Significantly reduce bespoke development times and costs
• Ability to adapt automated business process quickly to changing business requirements