There are two interfaces for integrating Microsoft CRM with Sage Line 50:
- Integration Manager - full integration between CRM & Line 50
- Connector - one way from Line 50 into CRM
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The Integration Manager allow for:
- Account information is mained both ways between CRM and Line 50
- Live quotation creaton from within CRM
- Quote creation from Line 50 product records
- Live drill into Invoice and Invoice Line detail
- Live drill into Receipts
- Name
- Full address
- Phone & Fax
- Website
- Primary contact
- Name
- Phone
- Customer information (as bi-directional)
- Supplier information (as bi-directional)
- Product information
- Sage Line 50 Price List
- Units of measure
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- Account balance
- Account credit limit
- Account terms
- Account settlement days
- Account credits
- Account invoice summary:
- Invoice reference
- Invoice type
- Invoice date
- Customer order number
- Consignment number
- Payment reference
- Posted & Printed indicators
- Along with all invoice details
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Select product by product code or by category
- Product detail
- Product code
- Category
- Description
- Base price
- Unit
- Live stock level
- Volume discount grid (percentage and amount)
- Get price function – gets live price against client and product discount grid
- Assign to
- Select Client Contact
- Quote description
- Opportunity probability percentage
- Quote total calculator
- Quote discount calculator
- Gross price calculator
- Invoice item line detail
- Promote built quote to quote on CRM and Line 50 and CRM opportunity
- Promote built quote to sales order
- Promote built quote to invoice
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- Manage access to Integration Manager screen per user
- Test Sage Line 50 connection
- Batch copy customers/suppliers Sage Line 50 > CRM
- Batch copy products Sage Line 50 > CRM
- License Manager
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The Microsoft CRM Connector is a solution for integrating Microsoft CRM 3.0 and Sage Line 50. It provides ongoing synchronisation of data, as well as data migration, from Microsoft CRM 3.0 to Sage Line 50. Click here for Guide
This is a one way integration only i.e., information is only passed from Microsoft CRM 3.0 to Sage Line 50 and not in the other direction.
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After Microsoft CRM Connector for Sage Line 50 is installed, any new data you create in Sage Line 50 will be published to Microsoft CRM 3.0 and synchronised with future modifications.
Entity information is synchronised between Microsoft CRM 3.0 and Sage Line 50 in the following ways:
● Information in Sage Line 50 about customers and address information is sent to account, contacts and addresses in Microsoft CRM 3.0.
● Which entities and fields that are sent from Sage Line 50 are configurable as is the destination of that information. |
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Microsoft CRM Connector for Sage Line 50 is built on top of Microsoft CRM 3.0 and supports the synchronisation of data between business applications by providing:
● Components that can publish data from a line-of-business (LOB) application based on set parameters. For example, one parameter may be set based on the update of an entity.
● A mechanism that delivers messages between the two systems.
● A mechanism for transforming data and adding necessary business logic. |
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Once the connector has been configured, then the Connector allows a read-only view of invoices and invoice lines into a new Sage Invoice entity. |
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To get the data from Sage Line 50 the connector uses the ODBC driver which is provided with Sage Line 50. This allows read only access to Sage Line 50. Therefore, the Microsoft CRM Connector for Sage Line 50 is a one way adapter from Sage Line 50 to CRM for Accounts and Contact information.
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