---
title: 'Sage Intacct + Microsoft Dynamics 365'
url: 'https://www.staging38.commercient.com/product/sage-intacct-microsoft-dynamics-365/'
date: '2026-06-19T11:07:59-04:00'
modified: '2026-06-19T11:07:59-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage Intacct to Microsoft Dynamics 365, giving your team access to Sage Intacct 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 Intacct 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 Intacct as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

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

## Why Commercient

### Pricing and discount visibility

Sync Sage Intacct 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 Intacct order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Sage Intacct 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 Intacct 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 Intacct

Sage Intacct is a cloud financial management and accounting system for mid-market and growing businesses, managing multi-entity financials, budgeting, reporting and project accounting.

## 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 Intacct data in Microsoft Dynamics 365?

Commercient can support surfacing Sage Intacct 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 Intacct and Microsoft Dynamics 365 integration scoped and implemented?

Commercient scopes each integration project based on the customer's Sage Intacct 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 Intacct Sales Orders history sync to Microsoft Dynamics 365 account records?

Yes, Commercient can sync Sage Intacct Sales 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 Intacct 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 Intacct and Microsoft Dynamics 365?

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