Sage Intacct – Dynamics 365 CRM Integration Pack

Integration Solution

The Sage Intacct-Dynamics 365 CRM Integration Pack enables a seamless order-to-cash process by migrating key data between the two solutions.

Get Started Now

Benefits

Eliminate the Manual

Focus on high-value strategic work by eliminating the need for manual file transfers, allowing your team to avoid avoidable mistakes and maximize productivity

Flexible Software

Partner with an experienced team to implement quickly by using proven software that is flexible enough to work in any situation

End-to-End Environment

Access to the complete Armanino integration ecosystem – an end-to-end environment to accommodate your full business technology needs

Reduce Risk

Reduce risk and IT burden with year-round hosting, monitoring tools, and support

Features

Accounts and customers are migrated between Sage Intacct and Dynamics CRM

Items are migrated from Sage Intacct to Dynamics CRM as a product

Opportunities will migrate from Dynamics CRM to Sage Intacct as a sales order

Sales invoices will migrate from Sage Intacct to Dynamics CRM

Payments will migrate from Sage Intacct to Dynamics CRM

sage-intacct-dynamics-crm-integration-pack-screenshots

In Action

Our industry expertise and experienced team of finance professionals allow us to create both commercialized point-to-point solutions and enable unique proprietary and industry-specific integration ecosystems. We have a dedicated team of integration consultants and developers who have completed more than 400 projects.

Pre-Built Integration

This pre-built Integration pack automates the migration of customers, items, orders, invoices and payments between Sage Intacct and Microsoft Dynamics 365 and prior versions of Dynamics CRM.