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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / D365 CRM vs SAGE CRM Q...
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D365 CRM vs SAGE CRM Queries

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Posted on by EBMRay 873

Hello,

I have a customer that uses Sage CRM and ERP. They are planning to move to Dynamics CRM Online and they have the below queries:

- Inter Sales Rep - like a chatbox for internal salespeople to work on leads/opportunities (I believe here we can use Teams collaboration to solve this one right?)

- They want a detailed understanding of how it works when working on multiple sales territories on D365 Sales Hub.

- Will be it possible to integrate SAGE ERP (Customers data) and move it right away to CRM? Should that be done through dataflows? What is the backend database of SAGE ERP/CRM?

I would greatly appreciate your responses to the above queries.

Best regards,

EBMRay

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: D365 CRM vs SAGE CRM Queries

    HI EBMRay,

    1.You can start Teams chat conversations from within Sales Hub and connect them to records.

    https://learn.microsoft.com/en-us/dynamics365/sales/teams-integration/using-teams-chat-in-dynamics 

    2.Refer to the following documentation for more details about Sales App:

    https://learn.microsoft.com/en-us/dynamics365/sales/user-guide-learn-basics 

    3. A dataflow gets data from different data sources (more than 80 data sources are supported already).

    But not sure that SAGE ERP/CRM into it, maybe you can export data and put them into excel, then you can use dataflows.

    https://learn.microsoft.com/en-us/power-apps/maker/data-platform/self-service-data-prep-with-dataflows 

    For questions about SAGE ERP/CRM, maybe you need to ask the support staff for this product.

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