---
title: 'Microsoft Dynamics 365 for Finance and Operations + Sage CRM'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-365-for-finance-and-operations-sage-crm/'
date: '2026-06-19T10:09:12-04:00'
modified: '2026-06-19T10:09:12-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics 365 for Finance and Operations to Sage CRM, giving your team access to Microsoft Dynamics 365 for Finance and Operations data directly within Sage CRM. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Microsoft Dynamics 365 for Finance and Operations and Sage CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Sage CRM. The connection also allows Sage CRM Opportunities to flow into Microsoft Dynamics 365 for Finance and Operations as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access Microsoft Dynamics 365 for Finance and Operations Trade Agreements from Sage CRM
- Sync Microsoft Dynamics 365 for Finance and Operations Credit Notes to Sage CRM
- Import Sage CRM Contacts as Microsoft Dynamics 365 for Finance and Operations Customer Contacts
- Connect Microsoft Dynamics 365 for Finance and Operations Sales Quotations to Sage CRM Opportunities
- Sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Sage CRM Companies
- Display Microsoft Dynamics 365 for Finance and Operations Customer Invoices in Sage CRM

## Why Commercient

### Customer contact sync

Sync Microsoft Dynamics 365 for Finance and Operations Customer Contacts to Sage CRM Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Sage CRM Companies and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Microsoft Dynamics 365 for Finance and Operations Sales Orders, Customer Invoices and Order History to Sage CRM so sales reps can review order status and customer purchase activity without leaving the CRM.

### Product and inventory visibility

Access Microsoft Dynamics 365 for Finance and Operations Released Products, On-hand Inventory and Trade Agreements from Sage CRM so sales teams can check product availability and provide accurate information to customers.

## About Microsoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 Finance and Operations is a cloud ERP for mid-size and enterprise businesses, managing global financials, supply chain, manufacturing, HR and operations.

## About Sage CRM

Sage CRM is a customer relationship management platform for small and mid-size businesses, managing contacts, accounts, opportunities, cases and customer communication.

## Frequently asked questions

### Can Commercient support dashboards or reporting from Microsoft Dynamics 365 for Finance and Operations data in Sage CRM?

Commercient can support surfacing Microsoft Dynamics 365 for Finance and Operations data inside Sage CRM views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Microsoft Dynamics 365 for Finance and Operations and Sage CRM integration scoped and implemented?

Commercient scopes each integration project based on the customer's Microsoft Dynamics 365 for Finance and Operations and Sage CRM configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Microsoft Dynamics 365 for Finance and Operations Sales Orders history sync to Sage CRM account records?

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Sales Orders history to Sage CRM Companies records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Microsoft Dynamics 365 for Finance and Operations and Sage CRM?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Microsoft Dynamics 365 for Finance and Operations and Sage CRM?

Commercient can synchronise key Microsoft Dynamics 365 for Finance and Operations ERP data with Sage CRM, such as Customer Accounts, Customer Contacts, Released Products, On-hand Inventory, Sales Orders, Customer Invoices and Customer Payments. Supported objects and sync direction depend on the customer's system setup and project scope.