GUMU� Dynamics 365 CRM | GREYTRIX

Greytrix depicts its CRM expertise with its trademark data exchange framework GUMU that enhances data movement between, ERP and Microsoft Dynamics 365 CE, seamlessly enabling enterprises to make data-driven decisions

Highlights

Manufacturing companies that operate in this space often face unique challenges related to supply chain management, production planning, and inventory control. An effective ERP solution can help streamline operations, improve visibility into their supply chains, and optimize their production processes. We have expertise in tailoring solutions specifically to the needs of discrete manufacturers, offering robust functionality and customizable workflows to help businesses of all sizes achieve their production goals.

BI-DIRECTIONAL INTEGRATION

Dynamics CRM and Sage ERP integration ensures real-time, bi-directional access to exclusive customer information by synchronizing entities like Sales Quotes, Orders & Invoices from Sage.

CROSS DEVICE INTEGRATION

Never miss out on critical information like leads, customers, and orders by accessing them on desktops, mobiles, and tablets ensuring that the customer needs are addressed in real-time.

MULTI-TENANT CONFIGURATION

The integration implies centralized administration to maintain a common code-based application and run a common instance of the application for multiple Sage ERP companies.

CUSTOMER AND SALES INFORMATION

Important information pertaining to Sales and service can be viewed on user-friendly MS Dynamics CRM lists for particular accounts.

INTEGRATION TOUCH POINTS

Bi-directional synchronization of Accounts/ Customers, Sales Quote, Sales Order, Sales Invoice etc. help Sales Representatives to quote correct prices.                                                             

No items found.

Benefits

Manufacturing companies that operate in this space often face unique challenges related to supply chain management, production planning, and inventory control. An effective ERP solution can help streamline operations, improve visibility into their supply chains, and optimize their production processes. We have expertise in tailoring solutions specifically to the needs of discrete manufacturers, offering robust functionality and customizable workflows to help businesses of all sizes achieve their production goals.

IDENTIFY BUSINESS OPPORTUNITIES

Make informed decisions based on latest synchronized information of Customers and reporting tools. Due to the bi-directional capability, the data can also be synced back to Sage ERP system.

ENHANCED COMMUNICATION

The Finance, Customer Relation and Sales Interdepartmental communication is enhanced with seamless process flow of accounting and customer information.  

IMPROVED EXPERIENCE

Gain employee productivity due to data consistency and improved end-client experience due to faster resolution of queries and personalized responses.

SOLUTION FLEXIBILITY

The integration provides enhanced agility to act on new information quickly and supports multiple technologies, databases and operating systems.

WORKFLOW MANAGEMENT

Get effective supply chain and inventory management as corresponding sales data from Dynamics 365 CRM is available in Sage ERP. It provides similar UI across all the devices.

No items found.

Advanced MES for Acumatica and Sage X3

MES Overview

Acumatica Connection

Sage X3 Connection

Lease Accounting Preferred by Blytheco

We help accountants and other finance professionals eliminate lease accounting errors that will lead to material misstatements through our CPA-approved lease accounting software and implementation process.

Our specialized lease accountants support our clients every step of the way towards compliance, ensuring minimal business disruption.

Built by Accountants for Accountants

Lease Accounting Questions and Answers

ASC 842 vs IFRS 16 Differences

Discover More

icon solution compatibility white crop
Solution Compatibility
icon add on white crop
ROI Calculator
icon solution compatibility white crop
Solution Compatibility
icon brochure white crop
Brochure
Velixo Datasheet
LYNQ Brochure
Compliance Deadlines
icon product tour white crop
Product Tour
Lease Accounting Software Review
Product Demo
icon client stories white crop
Client Story
icon product tour white crop
Product Webinar
icon product tour white crop
Real Time 3D Overview
icon product tour white crop
Mobile UI Demo
icon solution compatibility white crop
Product Sheet
icon brochure white crop
eBook: AvidPay
icon brochure white crop
eBook: NetSuite
icon brochure white crop
Info Sheet
icon technology financing white crop
Financing Software Renewals
icon 90 days deferred payments white crop
Payment Promotions
icon no financing required white crop
$500K Financing
icon IRS white crop
Tech Write Offs
icon why dimension funding white crop
Why Dimension Funding
icon solution compatibility white crop
Approval Demo
icon product tour white crop
ROI Product Tour
icon solution compatibility white crop
ROI Whitepaper
icon solution compatibility white crop
Success Story

WHEREVER YOU ARE IN YOUR SOFTWARE JOURNEY, WE CAN HELP

We work with clients like you to explore your options, document your challenges, and implement the right solutions for your business. Fill out this form, and one of our Blytheco Solutions Specialists will reach out promptly.

I'm Looking For: