MS Dynamics 365 CRM – Sage Intacct Integration

Gain real-time, bi-directional integration by integrating the best-in-class cloud accounting software Sage Intacct and multichannel marketing planning, sales lead tool Dynamics 365 CRM. The rich financial and operational insights from Sage Intacct help in automating complex processes while Dynamics 365 CRM streamlines your sales marketing teams with planning and tracking tools resulting in real-time data analysis prioritizing leads with multiple lead scoring models. Synchronize Sales Quotes, Orders and Invoices from Sage (to Standard tables/ Objects in MS CRM) seamlessly leveraging it to provide exceptional end-client experience. Contacts, Sales Order and Customers bi-directional data transfer takes place between Sage Intacct and Dynamics CRM. Product, Product Category, Salesperson is migrated from Sage Intacct to Dynamics. Quotes will migrate from Dynamics CRM to Sage Intacct as a Sales Order. Sales Invoices will migrate from Sage Intacct to Dynamics CRM.

Key Benefits:
Sales teams have access to ERP information in CRM like Customer Data, Sales Data, Invoices, Inventory, Multi-ship to address etc giving you a 360° approach towards your business. Reconcile invoices and payments automatically whilst integrating Dynamics CRM Accounts, Contacts, Products, Invoices to Customer, Jobs, Products and Orders/ Sales Invoice into Sage Intacct.

• Future Ready as the integration (Dynamics 365 CRM – Sage Intacct) is hosted on cloud just like the 2 systems.
• Sync SO Inquiry, AR Invoices seamlessly to gain data on Sales Order inquiry, AR invoices and additional customer details from Intacct to CRM with simultaneous processing of reports for real-time insights.
• Update entities like Customers, Quotes, Orders from Dynamics CRM to Intacct software at the same time.
• Hassle free import of data like Customers, Orders, Invoices etc. to Dynamics 365 CRM from accounting cloud ERP Sage Intacct.
• Access data related to multiple companies to a single instance in CRM through ERP for a holistic view of opportunities effortlessly with Sage Intacct integration.
• No Developers needed. Automate your Estimates, Invoices, Payments and more processes with easy-to-use plug and play connectors & automated workflows.
• Eliminate errors and reduce data redundancy for increased productivity and drive more insights with Microsoft Dynamics Customer Engagement for Sage Intacct.
• Provide restrictive access to Intacct data with GUMU™ Security Matrix allowing the CRM System Administrator to control data limitations.

Requirements:

Price:
A starter “Annual Subscription” pack of US$ 2400 for minimum 10 Users, Additional user @ US$ 240/year. Charged Annually.

Integration Approved Countries:
South Africa; United Kingdom; United States