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

Last updated
Was this helpful?