Sage Microsoft 365 Integration is the new era’s trusted desktop solution for secured online access to all your business accounting and finance. Sage 50 Accounts software now allows you to integrate with Microsoft Office 365 to gain access to the latest features and apps that suit your business needs.
The software offers seamless integration with Microsoft, and it has various programs for an even more centred approach to business functions like payroll, human resource management, inventory regulation, and accounting data. In this article, you can explore the aspects of activating and setting Sage 50 to Microsoft.
Nervous about how to link Sage Microsoft 365 Integration? Find out the simplest way to connect them in this reference blog. You may also contact our Sageonlinesolution Experts at +1(888)746-5005 to get the info directly.
Unveil the Coolest Features of Sage 50 Microsoft 365 Integration
Sage 50 Microsoft 365 Integration comes with a streamlined processing of practices involved in enterprise management. Here is a glimpse of the add-on features of this powerful integration:
• Comfortable Data Management
With the two software giants combining, you can benefit from simplified management of data records containing essential information like transactions, customers, vendors, bank details, and inventories that you can use for daily processing efficiently. You can also locate this data with a few clicks using the Quick Search options.
• Access Multiple Companies
The new feature includes opening multiple companies on your Sage 50 software simultaneously at any given time.
• Personal Dashboard for Business
In Sage Microsoft 365 Integration, you can make and manage your dashboard, which will contain all your necessary details, allowing you to share it smoothly. You can view your essentials in this key business dashboard,
• Enhance Access to Data Remotely
The Accounts will allow you to control and manage the Remote Data Access from within the desktop application. You don’t have to toggle through various tabs to view your data in the Sage Drive.
• Readily Store and Backup Cloud Data
Through Microsoft integration, your data gets automatically synced with OneDrive, and you will also get notified via email notifications. You can now manage your documents, such as invoices and statements.
How to Set Up Sage 50 and Microsoft Office 365 Integration?
To link your Sage 50 Account with Office 365, follow through the given steps below:
Mandatory Initial Steps To Perform:
1.) You must install the Sage 50 cloud Accounting solution on your device for integration.
2.) A supported subscription for Microsoft products is necessary. Therefore, you have to buy the plan for these:
• Microsoft 365
• Azure Active Directory
3.) Microsoft Outlook must be installed, and an active email account must be created.
Also Read : Sage 50 Cloud Accounting Software
Step 1: Microsoft Office 365 Subscription Activation required
After you have signed up for Microsoft and Azure, you will receive an activation email from Sage or the third-party app from which you made the purchase.
Prompts to activate your Office 365 plan:
• When you receive the “Review Microsoft Cloud Agreement” email, you have to review it and then accept the Microsoft Cloud Agreement. You can also see the document in PDF form by clicking the Agreement Link.
• Access the Activation Mail and then select Get Started.
• Enter your email ID to set up your Microsoft 365 Administrator Account in the apparent Microsoft sign-in screen.
Note: The Administrator email address and a temporary password for your account are mentioned in the activation email sent by Sage or your business partner. Once you sign in to your account with the impermanent passkey, you’ll be prompted to generate a new strong password.
• After that, Sage Business Center will ask for permission to access the Microsoft 365 account; allow it.
• Allow Sage Web API and other Sage applications to run Office 365. You can review the permissions in the detailed list present on the screen.
You will see the Sage Business Center upon agreeing to the permissions and agreement. Now, you can add numerous users to your Microsoft Office 365 organization. And permit them to Sage apps and add-ins for 365 Office.
Step 2: Get the Office 365 Connector to Integrate with Sage 50
In this step, you must install the Office 365 Connector, which is required to enable the Sage Microsoft 365 Integration.
The components needed are as follows:
• IIS Server
• .NET 4.6.2
• .NET Core
• PowerShell
Note: When any listed components are missing, you will be prompted to install or enable them while installing Office 365 Connector.
Also See: Sage 50 Canadian Edition
Perform the Actions to Install the Office 365 Connector:
• Navigate to the Sage Business Center and choose Download the Office 365 Connector.
• You file will be downloaded to the server where Sage 50 is installed.
• Now, you double-click to run the download file.
• Then, an installation wizard will appear.
• Continue to accept the steps in the installation wizard.
• Finally, click Install when you reach the last window of the Wizard.
Important: When clicking Install, Windows Process Activation Service (WAS) and Internet Information Services (IIS) temporarily stop when the installation is ongoing.
Step 3: Run the Office Configuration Wizard to complete Sage Microsoft 365 Integration
Sage 50 Office Configuration Wizard shows up on your Start menu after installation. You must drive the Wizard to conclude the integration.
Steps Involved to launch the Office Configuration Wizard:
• Visit the Sage Group in the Windows Start menu.
• Search for Office 365 Configuration and then right-click on it.
• From the list, pick Run As Administrator.
• Next, you will be asked to install the Microsoft Azure Active Directory Application Proxy Connector on your computer.
• Hit Install, wait for the message about its completion, and tap Next.
• After that, type the URL (location) for Sage 50 Office 365 APIs.
• You will be sent to the Microsoft Sign-in window.
• Log in with the administrator account credentials for your Microsoft 365 subscription herein.
• Further, the program will configure the components that are vital for integration.
Post Measures for Sage Microsoft 365 Integration:
Sync your Contacts and Calendars to Microsoft 365
• To Sync Contacts: After the account is configured to run the Sage Microsoft 365 Integration, you can sync your customer/vendor contacts with Outlook contacts. You can do this by heading to File> Microsoft Office 365 Integration > Sync Contacts.
• To Sync Calendar: To sync your Sage 50 calendar with Outlook, you must ensure that your appointments and reminders are available across all platforms.
The above-mentioned description of Sage Microsoft 365 Integration is precise but informative. You can apply the step-wise procedure to access your financial data cloud anytime, anywhere.
Concluding Thoughts!
Sage Microsoft 365 Integration helps you do your accounting work better and faster. It lets you easily share information between your accounting programs and other tools. It will save your valuable time and help you reduce errors that can happen with manual entries. With this tool, your business can grow and become more organized. For further queries, contact our Sageonlinesolution at +1(888)746-5005
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