UK BioIndustry Association: Dynamics CRM & Sage Integration

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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:

  • Customisation of CRM Invoices
  • Introduction of Payments and Credit records in Dynamics CRM
  • Integration of Online Payment facility to allow payment of invoices online
  • Tax handling for UK, EU and worldwide customers

Dynamics CRM Configuration includes:

  • CRM Entity & Form Design
  • Workflow & Dialogs Architecture
  • Custom Plugins for Invoice Calculations
  • Email Automation & Messaging of Invoices / Reminders
  • Business Reports, Alerts & Notifications
  • Workflows for Invoice, Credit Notes and Receipts

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.

27 Jan 2014

About the Author

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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