Microsoft Dynamics 365 CRM Integration with Sage 50

Microsoft Dynamics 365 CRM Integration with Sage 50

Integrate sales, purchases, payments, credit notes and fixed assets with Sage 50 Accounting.

Our Enterprise Connector for Sage 50 is a full two-way synchronisation tool enabling you to integrate customers, suppliers, products and invoices and extend the billing process for fully automated invoicing and invoice fulfilment as well as creating purchase orders, credit notes and payments using workflow and data from your custom or system entities.

Our standard Sage 50 Connector is all you need to push customers, products and invoices into Sage 50 from CRM.

The Benefits

  • Improves Efficiency - reduce administration costs
  • Saves Time - no more hours spent typing invoices into Sage
  • 100% Accurate - no more data entry errors
  • Faster Output - speeds up end of month reporting
  • Free up time and resources to focus on your business

Who is it for?

Microsoft Dynamics 365 CRM Connector for Sage 50 is a simple yet powerful solution that can accelerate the efficiency of your accounts team.

It is particularly suited to:

  • CRM installations wanting to push CRM invoices or Sales Orders into Sage 50 without retyping
  • Organisations with sales teams using the sales cycle in Microsoft Dynamics 365 CRM
  • Organisations wanting to automate VAT calculation
  • Organisations with complex European or multi-currency VAT requirements
  • Sales teams creating large numbers of invoices within CRM
  • Organisations experiencing data entry errors with their Invoicing
  • Accounting teams becoming overwhelmed after a succesful CRM rollout
  • Organisations with complex billing requirements can integrate with our Billing Solution or our Enterprise Connector for full billing automation.

"For anyone who has Microsoft Dynamics CRM and wants it to talk to Sage, Redware's connector is the go to solution."
Warren Butler, Preact Limited 

Microsoft Dynamics 365 CRM Connector for Sage  has the following features:

  • Easy to Install
  • Invoices are created automatically in Sage 50 from a Dynamics 365 CRM Invoice
  • Associated customer and product data are maintained automatically
  • VAT and nominal ledger are controlled by the product record within Sage
  • B2B and B2C commerce supported
  • Supports all versions of Microsoft Dynamics 365 CRM from 2011 onwards - on premise and online.
  • Supports all versions of Sage 50 from 2009 to 2016.
  • 30-Day Money Back Guarantee

Need a more integrated solution?

The Enterprise version has:

  • Two-way synchronisation between Sage 50 and Microsoft Dynamics 365 CRM
  • Data migration from Sage copies all customers and products and the complete invoice history into Dynamics 365 CRM for marketing use
  • A copy of the Sage invoice can be stored in Dynamics CRM in PDF format
  • Payment status and outstanding amount for each invoice are maintained in Dynamics 365 CRM
  • Credit limit, turnover, and balance can be copied over from Sage into the Dynamics 365 CRM account record for credit control
  • Supports Credit Notes.
  • Adapts to your sales cycle - we can integrate sales orders as well as invoices

Watch the Video

The video below demonstrates the Sage 50 Connector software uploading a sales order from Dynamics 365 CRM into Sage 50 accounting, and creating associated customer and product records automatically.

More videos are available to demonstrate data migration and more complex billing scenarios.

Want to know more?

Email sync@redware.com or contact us with your requirements and we can often integrate your accounting system with Dynamics 365 CRM within 24 hours.

At Redware we also offer:

  • Complex billing and direct debit solutions
  • A web application allowing all Sage transactions to be viewed within Dynamics 365 CRM
  • Credit Control add-on for Microsoft Dynamics 365 CRM to set credit guidelines for UK, EU, and USA businesses
  • Consultancy to implement your billing and accounting functionality within Dynamics CRM
  • Software Development to integrate with other accounting software (for example Sage 200)
25/05/2017 05:51:53