Sage Integration for Dynamics 365

By connecting Sage Accounts and Dynamics 365, you can ensure that all relevant information is seamlessly shared between the two systems. This means that when a sale is made in Dynamics 365, the necessary data is automatically transferred to Sage Accounts for invoicing and payment tracking purposes.

 Imagine generating invoices with just a few clicks and effortlessly tracking payments without having to switch between different software platforms. By leveraging the power of automation and connectivity between Sage Accounts and Dynamics 365, you can save time and reduce administrative burdens on your team.  


Benefits of Sage Integration

Integrating Sage, particularly Sage accounting software, into your business operations can offer several benefits

Streamlined Financial Management

Sage integration allows for centralization of financial data, streamlining processes such as invoicing, expense tracking, and financial reporting. This leads to better visibility into your company's financial health.

Improved Efficiency

Sage integration can dramatically boost productivity by automating time-consuming processes like data input and reconciliation. This frees up staff members to concentrate on more strategic responsibilities.

Accuracy and Compliance

Sage's extensive accounting capabilities aid in guaranteeing both regulatory compliance and accuracy in financial reporting. The possibility of human error is decreased by automated computations, and integrated compliance tools assist you in remaining current with financial and tax legislation.

Cost Savings

Although integrating Sage requires an upfront investment, there may be long-term savings due to increased productivity, decreased manual labor, and better financial management.

Mobile Access

A lot of Sage solutions come with mobile apps that let you access financial information and carry out necessary operations while on the go. This adaptability lets you stay in touch with your company from anywhere at any time.

Better Decision Making

With access to real-time financial data and customizable reporting capabilities, Sage integration empowers decision-makers to make informed choices quickly. This is crucial for strategic planning, budgeting, and forecasting.


Sage provides scalable solutions that are appropriate for all types of businesses, from start-ups to major corporations. You may quickly expand your Sage integration to handle higher transaction volumes and complexity as your business expands.

Integration Capabilities

CRM platforms, payroll systems, and e-commerce platforms are just a few of the business software and systems that Sage easily interacts with. This improves overall corporate productivity by facilitating data sharing throughout divisions.

Customer Satisfaction

Sage integration can improve customer happiness by offering a more seamless experience for clients and suppliers by optimizing procedures like invoicing and payment processing.

Cleared Doubts: FAQs

Sage Integration works by synchronizing your Dynamics 365 CRM sales cycle with Sage 50C accounting. When you create invoices in Microsoft Dynamics CRM, they’ll be automatically copied into Sage 50C.

Sage Integration offers features like copying invoices and credit notes from CRM into the accounting software, synchronizing and migrating data of customers and products, calculating VAT as well as EU and Worldwide Tax, and tracking outstanding Invoice amounts in CRM.

Sage Integration is particularly beneficial for accounting teams, organizations with complex billing requirements, sales teams who need to integrate with accounting quickly and accurately, and teams needing to automate VAT calculation or who have European or multi-currency VAT requirements.


Detailed installation instructions can be found on the Sage Integration for Dynamics 365 product page.

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