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MIM Tab
A real-time link displays the data directly from the Sage 50 database and allows users to view in Dynamics CRM including: customer details, credit limits, available balance, payment terms, accounts status, previously posted invoices, details of the payments made and Sage 50 stock levels.
Quick Quote
A real-time link allows customers to generate an order, quote or invoice from the Sage 50 stock list and send it to straight into Sage 50. All discount structures applied in line 50 are used so multi purchase discounts will automatically be applied to individual customers.
Processing screen
Orders & quotes can also be created in the opportunity area of the CRM, within the MIM tab, so customers can choose to send these orders into Sage 50 for processing. This is especially useful for organisations that have to send multiple quotes and orders to a customer before purchase is confirmed.
Real time Sage 50 link to Microsoft Dynamics CRM
Customer consolidated screen that shows real time product, credit, invoicing, stock levels, pricing and quote information.
Additional products
Additional products can be 'written in' by quick quote or the opportunity route allowing great flexibility. Different types of tax rates can be applied and there is no need to carry these products in Sage 50 which is an ideal solution for companies who supply additional ad-hoc services to customers or companies.
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