The Dynamics 365 CRM and Sage Intacct connector supports multiple technologies, databases and operating systems and is a comprehensive business management solution. Sage Intacct is the leading cloud accounting software for enterprises, transforming how businesses operate. Increase ROI with the first and only AICPA (American Institute of Certified Public Accountant) preferred cloud-based financial management solution that seamlessly integrates with your existing business systems and is compatible with new applications organizations introduces later. Sage Intacct cloud solution assists businesses to automate complex processes and delivering rich financial and operational insights.

1. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
GUMU™
Integration

2. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
21+ years/ 2
Decades
Market presence
over the Globe
350+
Business Partners
Worldwide
10+
Sage ERP Software
Certified Partners
(Sage X3, Sage 100..)
50+
Greytrix Products
500+
ERP & CRM
GUMU™ Migrations
1000+
Customers
10+
India & International
Locations
5+
Top Vendor High
Level Partnerships
(Sage, Microsoft,
Salesforce..)
300+
Engineers &
Consultants
20 Years/1000+
Installations:
GUMU™ Integrations
6+
Group Companies
5
Continents: NA,
AAMEA, Europe
25+
Awards (Global +
Africa)
100+
Conferences
Sponsorships
Greytrix in a Glance

3. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
GUMU™ Introduction
High Quality
We are the undisputed
leaders of the ERP technology
world including Sage,
Microsoft and Salesforce
having worked with 20 +
different ERP and CRM
product lines in 50+ different
countries.
Superior Customer Service
Our 250+ team of certified
techno-functional consultants
with 1200+ man years of
experience provide 24*7
assistance for all your
integration, customization and
consulting needs.
Higher Productivity
We have one of the largest
functional and technical
development team in the
world for the SME segment
working on cutting edge
technologies to help you keep
ahead of the competition.
Quick Turnaround
We are not just limited to
development but provide a
complete 360-degree end to
end experience of seamless
integration, consulting,
development to support in the
shortest possible time
efficiently.

4. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
GUMU™ Timeline
GUMU™
Integrations with
Sage 100/ Sage
500/ Dynamics
365/ Great Plain
INTEGRATION
2004 2006 2010 2012 2016 2017 2019 2020
Migrator to Sage
300/ QB
MIGRATION
GUMU™
Integration for
Sage X3
INTEGRATION
GUMU™ Rockstar
certification
CERTIFICATION
New GUMU™
Cloud
CLOUD
GUMU™
Champion
Certification
CERTIFICATION
GUMU™ Web
Platform
WEB PLATFORM
New GUMU™
Framework
Microsoft Certified
FRAMEWORK

5. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
GUMU™ Version History
GUMU™ 1 (2004): Integration
for Sage 100/ Sage 500/ Sage
Line 50/ Solomon/ Great
Plains
2004
GUMU™ 2 (2006): Integration
for Sage CRM with Sage ACT! /
GoldMine/ Maximizer/
SalesLogix
2006
GUMU™ 3 (2010): ERP
Migrations- Sage 300 Target
Source- Sage Line 50/ Peachtree/ Simply
Accounting/ Business Works/ Business
Vision and Sage Pro
2010
GUMU™ 4 (2012): Integrations
added for Sage X3 and
FreshBooks
2012
GUMU™ 5 (2016): SAAS Based
Services– Salesforce/
Dynamics 365/ Magento/
Shopify
2016
GUMU™ 6 (2020): Introducing
GUMU™ Cloud
2020

6. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
GUMU™ Architecture
GUMU™ Integration
Web Based UI
Entity
Mapping
Processes
Scheduler
Logs & Reporting
Plugin configuration
Integration framework
Bi-directional Updates
GUMU™ cloud framework is for integrating cloud
apps or apps that are accessed online. The
integration patterns provide a framework for
designing and creating integrations between
applications, data, user identities, and networks
within various environments. GUMU™ cloud is
customizable and offers the ability to define Entity
Relationship and Field Mapping between two
Enterprise Applications, Custom Processes and
validations to tailor the integration and achieve
distinctive business requirements.

7. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
GUMU™ Data Processing

8. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
GUMU™ Features & Benefits
UNIFIED SOLUTION SAAS BASED PORTAL WELL ORGANIZED
DATA AND
ACCURACY
REAL-TIME DATA
PROCESSING AND
ACCESSIBILITY
NO INSTALLATION
REQUIREMENT
NO SERVER
MAINTENANCE
NO CLOSE
MONITORING
REQUIRED
TIMELY ALERTS,
EMAILS AND
NOTIFICATIONS
MICROSOFT AZURE
PLATFORM
256-BIT AES
ENCRYPTION
ROLE BASED
ACCESS

9. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
GUMU™ Integration – Various Available Connection

10. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
Integration Products
Example

11. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
Integration Features / Benefits
Cloud Integration
Synchronization of SO Inquiry | AR Invoices
One-click Import
Multi-tenant
Promote Customers | Orders
Authorization Control
1
2
3
5
4
6

12. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
GUMU™ Cloud Resources
Website https://gumu.greytrix.com/
Email Id
Video
Knowledge Center
gumucloud@greytrix.com
https://www.youtube.com/greytrixsage
https://docs.greytrix.com/

13. www.fin-xsolutions.com
GUMU™ Integration for MS Dynamics 365 with Sage Intacct Private & Confidential
Value Add Extensibility
Customization
Customization provided by
Greytrix PSG team at Special
Fixed Cost/Rates
Implementation & Support
Implementation and Support
Help provided directly by
Greytrix at special requests.
Third Party Integration
Integration with Third Party
Products supported as per
client needs.
01
02
03

14. joy.dsouza@irisbusiness.com
@Greytrix
@greytrix
@Greytrix @greytrixsage
www.greytrix.com gumucloud@greytrix.com
Sage X3 Sage 100
Sage 300
Sage CRM
Salesforce
Consulting
Sage
Intacct