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ABTA is the United Kingdom's foremost travel association
The Family Building Society - a new society, created for the way we live today
Origo is the eCommerce standards and services body for the UK financial services industry
The General Teaching Council for Scotland regulates the teaching profession
Belfast City Council is the local authority for the city of Belfast
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C2 Software has successfully deployed Dynamics CRM integration with Sage Line 50 for the UK BioIndustry Association (BIA) who are based in London. The C2 solution automates the membership invoicing and renewal process, and includes online payment processing functionality. In so doing C2 designed a solution specific to the needs of BIA for:
Dynamics CRM Configuration includes:
Invoices, Credit Notes and Payment records are automatically synchronised from Dynamics CRM to Sage Line 50. If the customer does not already exist in Sage then a new account is automatically created. The workflows for Invoices, Credit Notes and Receipts include automated PDF generation for these documents.
The solution has been rolled out as a first stage of an ongoing project with the BIA. Future phases include Event Management & Online Booking.
The Sage Line 50 / Dynamics CRM link is available now from C2 Software for Dynamics CRM 2013 Online and Dynamics CRM 2011/2013 On Premises.
James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.
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