For the complete documentation index, see llms.txt. This page is also available as Markdown.

Dynamics 365 Contacts

Contacts will be synched from Dynamics to 356 Sage Intacct. Contact attached to the customer will synchronize later.

Dynamics CRM: To add a contact in Dynamics CRM, go to Customers > Contacts > Click New

GUMU™ Cloud portal: Dynamics 365 Contacts

Sage Intacct: Navigation Path: Company > Set Up > Contacts > Select a Contact > Click View

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