The Microsoft Dynamics CRM Connector for Sage Line 50 integrates Microsoft CRM with Sage Line 50 accounting and financial management

Overview

Microsoft CRM Connector for Sage Line 50 is a solution for integrating Microsoft CRM 3.0 and Sage Line 50. It provides ongoing synchronization of data, as well as data migration, from Microsoft Dynamics CRM 3.0 to Sage Line 50.

This is a one way integration only i.e., information is only passed from Microsoft Dynamics CRM 3.0 to Sage Line 50 and not in the other direction.

The connector is:
  • aimed at small businesses running Microsoft Dynamics CRM 3.0 and Sage Line 50.
  • targetted at Microsoft CRM partners and users.
  • is provided free of charge and no support is provided by Microsoft.
Source code is available for partners and customers to extend this solution as required.

Information Flow

After Microsoft CRM Connector for Sage Line 50 is installed, any new data you create in Sage Line 50 will be published to Microsoft CRM 3.0 and synchronized with future modifications.
Entity information is synchronized between Microsoft CRM 3.0 and Sage Line 50 in the following ways:
  • Information in Sage Line 50 about customers and address information is sent to account, contacts and addresses in Microsoft CRM 3.0.
  • Which entities and fields that are sent from Sage Line 50 are configurable as is the destination of that information.

Documentation

Full documentation and installation guide is provided. You should read the documentation before attempting to install the connector.
Technical Information
The connector was developed using C#, .NET 1.1 and Visual Studio Enterprise Edition 2003.

The connector uses CRM custom entities to hold the configuration for the connector and to manage the running of the connector which operates as a Windows service.

The connector includes an installer which performs a number of actions programmatically including:
  • creating entities
  • adding attributes to existing entities
  • amending the CRM SiteMap
  • importing roles
  • importing data

Notes

  1. This solution was developed and tested for Sage Line 50 versions 10, 11 and 12. Only the UK English version of Sage Line 50 is supported
  2. Microsoft CRM 3.0 SBE and Professional Editions are both supported

Support

There is no support provided by Microsoft. If you have issues please post to the Issue Tracker. For general questions please use the Discussions

Last edited Jun 13, 2007 at 4:46 PM by julians, version 3