---
title: 'Sage 300 + Microsoft Dynamics 365'
url: 'https://www.staging38.commercient.com/product/sage-300-microsoft-dynamics-365/'
date: '2026-06-19T11:01:14-04:00'
modified: '2026-06-19T11:01:14-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage 300 to Microsoft Dynamics 365, giving your team access to Sage 300 data directly within Microsoft Dynamics 365. 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 Sage 300 and Microsoft Dynamics 365, giving sales teams access to ERP customer, order, invoice and inventory data from inside Microsoft Dynamics 365. The connection also allows Microsoft Dynamics 365 Opportunities to flow into Sage 300 as Order Entry Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access Sage 300 Price Lists from Microsoft Dynamics 365
- Sync Sage 300 Credit Notes to Microsoft Dynamics 365
- Import Microsoft Dynamics 365 Contacts as Sage 300 Customer Contacts
- Connect Sage 300 Quotes to Microsoft Dynamics 365 Opportunities
- Sync Sage 300 Customers to Microsoft Dynamics 365 Accounts
- Display Sage 300 AR Invoices in Microsoft Dynamics 365

## Why Commercient

### Pricing and discount visibility

Sync Sage 300 Price Lists to Microsoft Dynamics 365 so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Microsoft Dynamics 365 deal values and expected close dates with Sage 300 order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Sage 300 customer credit status and order limits to Microsoft Dynamics 365 so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Sage 300 Customers account assignments to Microsoft Dynamics 365 Accounts so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

## About Sage 300

Sage 300 is an ERP system for mid-size businesses, managing multi-currency financials, inventory, purchasing, sales, payroll and project costing.

## About Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud CRM and business application platform for managing sales, customer service, marketing, field service and business operations.

## Frequently asked questions

### Can Commercient support dashboards or reporting from Sage 300 data in Microsoft Dynamics 365?

Commercient can support surfacing Sage 300 data inside Microsoft Dynamics 365 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 Sage 300 and Microsoft Dynamics 365 integration scoped and implemented?

Commercient scopes each integration project based on the customer's Sage 300 and Microsoft Dynamics 365 configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Sage 300 Order Entry Orders history sync to Microsoft Dynamics 365 account records?

Yes, Commercient can sync Sage 300 Order Entry Orders history to Microsoft Dynamics 365 Accounts 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 Sage 300 and Microsoft Dynamics 365?

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 Sage 300 and Microsoft Dynamics 365?

Commercient can synchronise key Sage 300 ERP data with Microsoft Dynamics 365, such as Customers, Customer Contacts, Inventory Items, Inventory Quantities, Order Entry Orders, AR Invoices and AR Receipts. Supported objects and sync direction depend on the customer's system setup and project scope.
