Sage X3 Customer

Customer records will be synched from Sage X3 to Dynamics 365.

Sage X3 Navigation path to add Customer in Sage X3: All > Common Data > BP tables > Customers.

Click on + button and fill details of the customer and Click on tick button.

GUMU™ Cloud Portal Sage X3 Customer

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