Integrate Sage 50 with Microsoft Dynamics CRM

MIM50 (Microsoft Integration Module 50) is a real time integration module which links Microsoft Dynamics CRM to Sage 50 accounts. Oakley Integrated Business Solutions has developed the link over many years and evolved the offering to match customer requirements. Purchasing a MIM licence will allow you to use two different processes to push content through to Sage 50. If you consider the following – Did you know that Sage 50 is purchased by 60% of businesses in the UK? The Microsoft Integration Module therefore has massive potential to help businesses link an accounting system to their CRM allowing them to be more efficient and accurate in their day to day working practices.

MIM Tab

A real-time link displays the following data directly from the Sage 50 database and allows purchasers to view – customer details, credit limits, available balance, payment terms, accounts status, previously posted invoices, details of the payments made and stock levels from the Sage 50 stock list.

Quick Quote

The real-time link allows customers to generate an order, quote or invoice from the Sage 50 stock list and push it straight into Sage 50. All discount structures applied in line 50 are used so multi purchase discounts will automatically be applied to individual customers.

Processing screen

Orders/Quotes can also be created in the opportunity area of the CRM, within the MIM tab customers can choose to process or ignore these orders into Sage 50. This is especially helpful for organisations that have to send multiple quotes / orders to a customer before a purchase is confirmed.

Real time Sage 50 link to Microsoft Dynamics CRM

Customer composite screen showing real time product, credit, invoicing, stock levels, pricing and quote information.

Additional products

Additional products – Can be ‘Written in’ products can be included by either processing methods (quick quote or the opportunity route) allowing great flexibility, different types of tax rates can be applied and there is no need to carry these products in Sage 50, ideal for companies who supply additional ad-hoc services to customers or companies.

Purchase orders

Supplier PO’s can be generated in the CRM and again pushed straight into Sage 50 using the quick quote screen, supplier price lists will be displayed in real-time and are linked directly to the pricing structures from Sage 50.

Allowing users to maintain the same accounting system and interact with the CRM will save considerable time and effort in re-keying of orders from the sales department to be more accurate and not having to change accounting processes and require staff training on a new system.

The benefits of integrating Sage 50 Accounts and Microsoft Dynamics CRM

MIM50 brings together Microsoft Dynamics CRM and the UK's leading accountancy software solution, Sage Line 50, to deliver substantial cost effective benefits to your organisation.

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.

MIM50 is an integrated business solution that combines affordability with rich functionality to streamline business processes between critical customer facing applications. MIM50 is a powerful single point of control for your business which provides:

• Real time Line 50 / Microsoft Dynamics CRM integration
• An easy to deploy, scalable, customisable and intuitive tool to increase user adoption of your IT investments and improve ROI
• A customer composite screen showing real time product, credit, invoicing, stock levels, pricing and quote information
• A quick quote facility linked to Microsoft Dynamics CRM opportunities and direct order / invoice functions.

Contact us now for more information.