GUMU™ for Dynamics 365 with Sage 100 Integration Flexible, Secured and Intelligent Information for Prompt & Accurate Decision Making

------@greytrix Content Content

1 Greytrix in a Glance

2 Power of GUMUTM

3 Introduction of Greytrix GUMUTM Dynamics 365 CRM Integration

4 Features of Dynamics 365 CRM – Sage 100 Integration

5 Sage 100 ERP Sync Features

6 Live Demo

------@greytrix Greytrix in a Glance

21+ 350+ 3 TOP 50+ 500+

Years in Business with Business Partners Global Sage Development IP Products Large and Medium Sage Worldwide Partner Worldwide Enterprise Customers in India 250+ 15+ 5000+ 15+ Sage Sage Developers and Countries representation Blogs with 500K hits Sage Solutions Distributor in India Consultants Representation

------@greytrix Power of GUMU™

Seamless Customer Centric Integration Engine for Sage Business Applications

Dynamics 365 CRM Accounts

Security Easy sage Intacct Matrix Sync sage sage 300 CRM Products GUMU™ Data Secured QuickBooks Import Access salesforce sage 100 Orders Zero Financial Vendors Training Apps Magento sage 500 Real-time, Bi-directional Inquiries Data Integration Customer Centric Sage Solutions Solution Features Benefits ------@greytrix GUMUTM Dynamics 365 CRM Integrations

GUMU™

Sage 100 Customers

Orders Sage 300* Quotes

Invoices Sage X3*

Standard Price

Products

* This integration plugin is under development.

------@greytrix Dynamics 365 CRM Integration Framework

Dynamics 365 GUMU™ Integration Sage 100

Web Based UI

Accounts Customer Single/Multiple Company

Plugin configuration SAGEPlugin 100 Products/ SAGESDATA 100 Products/ Product Entity Sync. Product

Family Plugin 365 Dynamics Mapping Processes Family

Integration framework Order/ Order/ Status Single Company Single Invoice Dynamics API 365 Dynamics Bi-directional

Scheduler Invoices/ Quotes Quotes Logs & Reporting

------@greytrix Greytrix Dynamics 365 CRM Integration - Highlights

• Multiple connectors to sync

• Data sync between the mapped entities

• Timed schedules

------@greytrix Features of Dynamics 365 CRM – Sage 100 Integration

Multi Company Integration 4 Bi-Directional Data • Integrate multiple Sage 1 Integration 100 companies to a single • Customers or multiple instances of • Products* *Products & it’s other attributes is one direction i.e.: Sage to Dynamics 365 Dynamics 365 CRM. • Quotes • Orders • OE Invoices

Web Based Technology Automated Data 3 2 Synchronization • Manage connectors & • In built scheduler sync • Timed schedules • Dynamics Web Services API & SAGE 100 SData

------@greytrix GUMU™ Dynamics 365 - Sage 100 ERP Features

1. CUSTOMER & CONTACTS

• Sync Customer from Sage 100 – Dynamics 365 CRM

• Customer Contacts sync from Sage 100 – Dynamics 365 CRM

• Customer & their Contacts sync from Dynamics 365 CRM – Sage 100

------@greytrix GUMU™ Dynamics 365 - Sage 100 ERP Features

2. PRODUCT • Sync Product Family • Product sync with  Description  Standard Pricing Information

• ERP Warehouse list

• Product by Warehouse  Quantity on hand  Quantity on SO  Quantity on shipping  Quantity on PO  Quantity required for WO

------@greytrix GUMU™ Dynamics 365 - Sage 100 ERP Features

3. Transaction • Order Header details  Addresses  Prices  Taxes  Freight  Pre-payment

• Order status sync marked shipped/ invoiced from Sage 100 – Dynamics 365 CRM

• Quote/ Order/ Invoice Header

• Quote/ Order/ Invoice Details

------@greytrix GUMU™ Dynamics 365 - Sage 100 ERP Features

4. Fetching Real-time Pricing from ERP

• Adding this information will allow GUMU™ to fetch the Item Pricing on real-time from Sage system in Dynamics on Transactions, or else the pricing structure defined in the Dynamics 365 system will be used.

------@greytrix Demo

DEMO GUMU™ for Dynamics 365 CRM – Sage 100 Integration

------@greytrix VALUE ADD E TENSIBILITY X Customization provided by Greytrix PSG team at Special Fixed Cost/Rates CUSTOMIZATION

THIRD PARTY Integration with Third Party Products supported as per client needs. INTEGRATION IMPLEMENTATION Implementation and Support Help provided directly by Greytrix at special & SUPPORT requests. ------@greytrix THANK YOU

www.greytrix.com [email protected] @Greytrix @greytrix @greytrixsage @Greytrix-India-Pvt-Ltd

Sage Salesforce Sage 300 Business Cloud Sage X3 Sage CRM Sage 100 Consulting

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