Sage X3 Sales Person

Sales Person records from Sage X3 will be synched from Sage X3 to Dynamics 365.

Sage X3: Navigation path to add Salesperson in Sage X3: All > Common Data > Bp tables > Sales reps

  • Click on the 'New' button

  • After adding sales details, click on the 'Create' button

GUMU™ Cloud portal :

Sage X3 sales person

Dynamics CRM: Synced data will display in Dynamics Salesperson. Navigation Path: Settings > GUMU > Map ERP Sales Person > Select a Sales Person

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