Dynamic 365 CRM

  • If Dynamics 365 is online then Sage 300 SDATA URL should be access publicly with domain name

  • In the MS Dynamics CRM, an App is created in the MS Dynamics CRM named ERP Integration wherein all the synchronized Accounts, Contacts, Orders, Products, Warehouses, etc. from the Sage 300 ERP system can be viewed on the page. The ERP Integration App comes under the published apps category in MS Dynamics CRM.

Important Note: The UserID mentioned in the connection setting for Dynamic 365 in GUMU™ Portal should be a separate independent user of Dynamic 365 and should not be used for manually data entry in MS Dynamics CRM. The data entry done by this user will be ignored by the integration program and will not integrate to ERP.

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