Sage Intacct Customers

Customer records will be synched from Sage Intacct to Dynamics 356.

Sage Intacct: Navigation path to add Customer in Sage Intacct > Go to Accounts Receivable > Click on Customers

  • Click on the Add button

  • Fill in details of the customer and click on the save button

GUMU™ Cloud portal: Sage Intacct Customers

Dynamics CRM: Synced data will display in Dynamics > Account as shown in the below screenshot: Navigation> Dynamics CRM >Click on account >Click on customer

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