Sage 300 Sales Person
Last updated
Last updated
This Process synchronizes Salesperson from Sage 300 ERP into Dynamics 365 CRM.
Sage 300 Navigation: Account Receivable > A/R Setup > Salespersons
GUMU™ Cloud Portal: Sage 300 Sales Person
Dynamic 365 CRM Navigation: Gumu Setting > Map ERP Salesperson
The synchronized Sales-persons are used in the MS Dynamics CRM in order to map the Salesperson with the corresponding users present in the MS Dynamics CRM and update of Account owner present for the Accounts.