Create views in CRM for Sage Accpac data. These views could be used for reporting and dashboards in CRM. Would also tie Sage Accpac and CRM closer together and make them appear more like one system rather than two separate systems that have a link.

Comments

  • Toally agree. Sage promote "total" intergation with ERP & CRM when in fact they should be saying "minimal" intergration!

  • I agree, although this could be challenging as the ACCPAC database could be sitting on another database server. In 7.0 SCRM introduces SDATA which should allow this type of quering to Sage ACCPAC ERP without building a hard SQL view.

  • 11 November 2021