Integration Specialists

Sage 200 and Dynamics 365 CRM Integration

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.

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