Sage 300

Welcome to the Sage 300 Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.

How to integrate ERP data into CRM reporting?

Posted By Vanessa Ho over 10 years ago

During Sage Summit 2013, many attendees had this question on their minds:

How do you integrate ERP data into CRM reporting?

What would be your suggestion?

0 Jay Converse Acumen over 10 years ago

1. Administration/Advanced Customization/Tables and Databases

2. Create a database connection to the ERP database

3. Create a table connection to that database

4. Administration/Customization

5. Pick the entity

6. Views

7. Create a user view that joins to the ERP table
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Vanessa Ho over 10 years ago in reply to Jay Converse Acumen

Thanks Jay for contributing to the conversation. Anyone else have any other wisdom to share on this topic?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Sage 300

How to integrate ERP data into CRM reporting?

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING