SAGE 100 Sales Persons

Sales Persons are created in Sage 100 and synced to Dynamic 365 CRM; you would need to map the Salesperson codes with the corresponding MS Dynamics Users; through this, the synched accounts would have the mapped Sales persons from Sage 100 as their respective Account owners assigned.

Sage 100 Navigation: Account Receivable > setup > salesperson maintenance

GUMU™ Cloud Portal:

Dynamic 365 CRM Navigation: Sales > GUMU settings > Map ERP salesperson

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Last updated 2 years ago