How to Integrate Dynamics 365 with Sage: 1-Min Guide

How to Integrate Dynamics 365 with Sage

Updated on:

June 5, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate Microsoft Dynamics 365 with Sage.

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Here’s how to do it:

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Navigate to the 'App Settings' in your Dynamics 365 dashboard.
Go to 'App Extensions' and click 'Partner Apps' to access available integrations.
Go to the search bar and type 'Sage'.
From the results, select 'Commercient Sage 100 Sync to Dynamics 365'.
You have to have a premium account then purchase the application to set up the integration. Click 'Buy now' to begin.

📌 Why this matters

Connecting Dynamics 365 with Sage eliminates the tedious manual data entry between your CRM and accounting systems, ensuring customer records, invoices, and financial data stay synchronized in real-time.

Beyond the obvious time savings, this integration transforms your sales team's effectiveness by giving them instant access to customer payment history, credit limits, and outstanding invoices directly within their CRM workflow. They can make informed decisions about credit extensions, prioritize follow-ups with delinquent accounts, and close deals faster without jumping between systems or waiting for finance team updates.

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