Dynamics 365 Quotes

This Process synchronizes Quotes from Dynamics 365 CRM into Sage 300 ERP.

Dynamic 365 CRM Navigation: Quotes

Note: If the ERP setting has auto-generation of Document Number, kindly use the next Quote no. of the ERP in the name field of the Dynamics Quote screen. In case of any other value entered in this screen, after integration ERP will generate its own document no.

GUMU™ Cloud Portal Dynamics 365 Quotes

Sage 300 Navigation: Order Entry > O/E Transactions