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
sage X3 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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