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Accounts Integration with QGate's Sage 50 Link for Microsoft Dynamics CRM

Accounts Integration with Microsoft Dynamics CRMSage 50 Integration with Microsoft Dynamics CRM

QGate’s Sage 50 Link for Microsoft Dynamics CRM brings together Microsoft Dynamics CRM and the UK's leading accountancy software solution, Sage 50 (UK Edition). This integration solution will deliver substantial cost effective benefits to your organization. Implementing this Sage 50 integration solution will increase efficiency and accuracy in the management of CRM Accounts, Products, Quotations and Orders.

Financial details highlighted in Accounting Link screen

With experienced and knowledgeable staff on hand to help you make the most of integrating these vital systems, QGate can help you uncover new efficiencies within your business.

Sage 50 Link for Microsoft Dynamics CRM is an affordable integrated business solution that offers rich functionality to streamline business processes between critical business applications. It is a powerful integrated point of control for your business which provides:

Creating a link between a CRM record and its associated accounting record


Sage 50 Link for Microsoft Dynamics CRM Benefits

  • Supports Microsoft Dynamics CRM 2013,  Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online.
  • Works with the Sage 50 Link (UK edition)
  • It also has minimal CRM customisations meaning simpler CRM upgrades and maintenance causing less interference to your work flow. The new link will utilises core CRM functions and entities.
  • Accurate Data exchange due to our one to one and one to many links capability
  • Support for one to one and one to many CRM to Sage 50 Account links. This retains integrity if a CRM Account is merged. It will also enables the CRM system to be set up most effectively and still retain links to separate Sage 50 Accounts.
  • Within each link, a status will be displayed so your CRM user knows and can work with the most accurate data and showing the user whether an account is Active or Closed.
  • When posting a CRM Order through to Sage 50, only Active Customer records are made available for the transaction.
  • All data made available in Microsoft Dynamics CRM is stored within CRM, therefore it is available for use by CRM Views, Dashboards and Reports

Linked Accounts View
Promoting an Order Screen
The technology on which Sage 50 Link for Microsoft Dynamics is built is extendable, allowing for customisation should there be specific requirements not supported in the core product. QGate will be happy to discuss any particular requirements.
Contact us now for more information.
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