> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-tm-for-dynamics-365-crm-integration/sage-intacct/process/dynamics-sage-intacct-process/customer-1.md).

# Dynamics 365 Customers

Customer records will be synched from Dynamics 356 to Sage Intacct.

**Dynamics CRM:**\
Navigation> Dynamics CRM >Click on account > click on new button.

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCRVg-TYx3gVa2Tqtf_%2F-MOdkZJ5CQbMpbuYihjM%2F-MOdlgRy1cHGy3IKej84%2Fimage.png?alt=media\&token=83bae04d-88e8-457d-bfb2-ebfacc490c63)

**GUMU™ Cloud portal:** \
Dynamics 365 Customers

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FJ6Q4IOTn99lMwHYRgRQt%2FDYIN-15.png?alt=media\&token=8f889e9a-998d-48fe-aa67-0afcf5e2887c)

**Sage Intacct:**\
Navigation path to add Customer in Sage Intacct > Go to Accounts Receivable > Click on Customers.

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCRVg-TYx3gVa2Tqtf_%2F-MOdkZJ5CQbMpbuYihjM%2F-MOdn0bvz_jlrdwco3lW%2Fimage.png?alt=media\&token=8df6eb80-39be-4043-a71b-56b227e3edb0)