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Integrating Dynamics CRM with Sage Line 50

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Over the last couple of months we have been perfecting our integration of Dynamics CRM online with Sage Line 50.

The great thing about the solution is that it allows Invoices to be created in CRM and then have them pushed automatically into Sage with no rekeying.

The solution is complemented with a payment online facility that allows clients to pay for the invoice online, creating a relevant payment against the invoice in CRM.  We have also provided support to record credit notes in CRM, ensuring full invoice and payment management in CRM.

Complementary views and workflows are made available for:

  • Invoice reminder
  • Second reminder
  • Final reminder
  • Invoice email
  • Invoice payment receipt
  • Credit note

The invoice number and credit notes numbers that are auto generated in CRM are also retained in Sage.  Invoices can be mapped to the relevant customer account in Sage.

Reports are available for outstanding or paid invoice by type.

The solution is deployed as a bespoke solution for each client, but we may be looking to offer this as a standard off the shelf product in due course.  If your are interested in reviewing the functionality then contact us for a no obligation demonstration.

Invoices, sales receipts and credit notes between two specified dates can be pushed through to Sage on an automated or manual basis.

We developed this solution to meet a specific client requirement but we have had a further 2 clients sign up for this solution this month. As such we believe that this is an area that hasn't been well served by partners to date.

These clients have had relatively simple VAT handling rules and no product synchronisation requirements, but these could be handled based on extending the solution further.


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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