2022
Page History
...
Microsoft Dynamics 365/CRM Online to Sage Intacct Bidirectional template provides integration between Sage Intacct and Microsoft Dynamics 365/CRM Online.
The data flow from MS CRM to Sage Intacct is shown in the table below.
...
Microsoft CRM
...
Sage Intacct
...
Account
...
Customer
...
Product
...
ItemInventory,ItemNonInventory
...
Invoice
...
Invoice
...
Order
...
Sales Order
The data flow from Sage Intacct to MS CRM is as shown in the table below.
...
Sage Intacct
...
Microsoft CRM
...
Customer
...
Accounts
...
ItemInventory
...
Products
...
ItemNonInventory
...
Products
...
Invoice
...
Invoice
...
Sales Order
...
Order
| Panel |
|---|
Microsoft CRM Setup |
- Download the DBSync Microsoft CRM-Sage Intacct solution package from the following URL
- The downloaded MS CRM-Sage Intacct solution package will be in a.ZIP format.
- Upload the zipped "DBMSQB_X.zip" solution package to your Microsoft CRM Online instance by clicking Settings > Customizations > Solutions > Import.
- Browse for the location on your hard drive where "DBMSQB_X.zip" was downloaded and click on Next.
- Once the Solution Package is uploaded to your MS Dynamics CRM Online instance, you should be able to see the same in the Solutions list as shown below. Click on Publish All Customizations button to commit all the changes done to your MS CRM instance.
- After successfully importing the solution package, you will find a section called "DBSync" within Account, Contact, Opportunity, Invoice and Order objects with the custom fields that are essential for the Integration process.
- *Note: *Out-of-the box DBSync supports Products/Items in a flat, not hierarchical, structure. This is so because, Products in Microsoft CRM do not support a Hierarchical structure. Please look at our Knowledge base for steps for handling hierarchies in Items from Sage Intacct.
...
Overview
Content Tools