Dynamics 365 CRM & Sage 200 Integration

Improved customer communication and accurate finance monitoring with a seamless data integration.

Dynamics 365 CRM & Sage 200 Integration

Improved customer communication and accurate finance monitoring with a seamless data integration.

Breakdown data silos in your business

Linking Sage 200 with Microsoft Dynamics CRM allows sales and customer service representatives to gain a complete view of each customer within the CRM interface, including credit limits, outstanding balances, orders and invoices, without switching between the screens.

This improves productivity and efficiency for Dynamics 365 users as they no longer need to spend time requesting information from the accounts department. With a single integrated business management system, you can manage processes from end-to-end for greater efficiency and business insight, including converting CRM quotes to orders in Sage 200.

Connect your business and speed up the processes

According to Microsoft, 40% of worker’s productivity time is lost when switching tasks.

Companies with integrated systems and automated business processes save time and get more productivity out of their employees.

Find out more about Dynamics 365 & Sage 200 Integration

The benefits of integrating your Sage 200 and Dynamics 365

  • Break down departmental silos with customer data accessible in one place
  • Increase in employee productivity
  • Eradicate data entry errors removing the opportunity for error associated with re-keying data in a separate system
  • Increase customer satisfaction and retention by maintaining up to date customer records for efficient service delivery
  • Empower your sales team with access to financial information within CRM including credit limits, stock and outstanding invoices enabling better-informed decisions and efficient service
Features & Functionality
  • 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 and 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 CRM users to perform stock lookups
  • Create new customer records in Sage 200 from a prospect record in 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

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See how the integration can help you join the dots in your business to create a bigger picture.

See how our customers are growing their business with Microsoft Dynamics 365

“With the integration we were able to eliminate the double-entry of customer information, which helped us clean up our data and make it reliable. We have already identified that 8% of our active customers were not entered on our old CRM, so were never marketed to. Altogether we reduced the time-consuming administration processes, saving around 40% time for every new record we setup.”

Tim Holyomes


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“With Dynamics 365 for Field Service our engineers are able to complete all service steps electronically and, with instant access to stock levels and customer information they can complete maintenance tasks much faster and more accurately.”

Lisa Cresswell

BMG Labtech

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“The information available is brilliant. It allowed us to understand the volume and type of support calls better than we did historically! With better visibility we are able to make better informed decisions about our products and services, in line with customer needs!”

Michael Leeds

APR Telecoms

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