Sage300 Microsoft Office Integration

About Integrating Sage 300 with Office 365

Integrating Sage 300 with Microsoft Office 365 allows you to use Sage Contact, which is an app for Office 365 that lets you view and manage Sage 300 customer information within Outlook. For more information, see "Office 365 Integration with Sage 300" in Sage 300cloud Web Screens Help.

How to Set Up Sage 300 and Office 365 Integration the Easy Way

Blog image for How to Set Up Sage 300 and Office 365 Integration the Easy Way

Did you know that Sage 300 and Office 365 now integrate to give you key account info for each company you work with – right from your Outlook contact details?

Sage Contact is a great, time-saving app that can help you stay in better contact with your clients, prospects, and partners in 2020 and, when you work with the expert team at Infoman, it’s fast and easy to set up.

So, let’s get started.

What Does Sage Contact, the Sage 300 and Office 365 Integration, Do for Your Business?

Sage Contact integrates Sage 300 with Office 365, so you can view and manage your Sage 300 customer information within Outlook. The Sage Contact app makes it a breeze to work with each customers’:

  • Overview – displays the customer’s credit info, contact info, salesperson, and price level.
  • History – displays the customer’s balance, average days to pay, and the 20 most recent invoices and payments.
  • Comms – displays emails from the customer.
  • Notes – displays notes and comments entered in Sage 300 for the customer

As you can imagine, having this information available at a glance, right from your Outlook screen, can save you and your staff from the hassle and headache of toggling back and forth between multiple windows in Sage and Outlook.

How to Get Started with Office 365 and Sage 300 Integration

Ready to boost your business by integrating Sage 300 and Office 365? You’ll be pleased to hear that set up only takes a few steps.

Contact Centrolink if you would like some help.

Note: This process assumes you already have a supported subscription for Office 365 and Azure Active Directory. If you don’t, just call Centrlink to get that set up.

Here’s the process:

1. Sign up for Office 365 integration with Sage 300

Call Sage at 866-756-7243 to request your Office 365 and Sage 300 integration. Once Sage verifies that your supported subscriptions for Office 365 and Azure Active Directory are compatible with Sage 300, you’ll receive an activation email for your integration.

2. Activate your subscription

Follow the instructions in the email to activate your integration. To complete this process, you’ll want to make sure you have:

  • The login credentials for your Office 365 administrator account (this is sometimes included in your activation email)
  • A few minutes to add users (your employees) to your Office 365 organization, granting them access to the Sage apps and add-ins for Office 365. Here’s how to do that.

3. Install the Office 365 Connector

To enable your integration, you must install the Office 365 Connector on your Sage 300 server. This will require you to install or enable:

  • IIS Server
  • .NET 4.6.2
  • .NET Core
  • PowerShell

Once all components are installed and enabled, download the Office 365 Connector from the Sage Business Center, and run the installation wizard to install it to the server where you have Sage 300 installed.

4. Run the Sage 300 Office Configuration Wizard

After you install the Office 365 Connector, the Sage 300 Office Configuration Wizard will be added to your Start menu. Run the Office Configuration Wizard using the steps below:

  • On the Sage group in the Windows Start menu, right-click Office 365 Configuration and select Run as Administrator.
  • If prompted, install the Microsoft Azure Active Directory Application Proxy Connector.
  • Enter the URL for the Sage 300 Office 365 APIs (the default URL appears in the field, but you can change it if you need to).
  • When prompted, sign in to Microsoft using the administrator account for your Office 365 subscription.

Enhance Your Integration Power with Multiple Contacts

Want even more contact functionality? Sage has got you covered.

Multiple Contacts* empowers you to assign multiple contacts to your customers and vendors, and then specify which types of documents to send to each contact for that particular customer or vendor.

This can save you time and ensure that all your documents are reaching the right recipients, so you can spend less time focused on shrinking your inbox and more time focused on growing your revenues.

Get started with Sage Contact, the Sage 300 and Office 365 integration, and learn how you can leverage Multiple Contacts to enhance your business strength in 2020 and beyond.

* Multiple Contacts is a new module that comes free with your Sage 300 subscription. It is compatible with Sage 300 2020 product update 1 and above.


Function and Feauture

  • General ledger distribution by department
  • AR Collections Dashboard
  • Budgeting, payroll and general ledger
  • Accrued payables/account for variances
  • Inventory accounting
  • Bank reconciliation
  • Cash flow projection
  • Aging analysis of receivables & payables
  • Repeat payables
  • Calculate terms discounts in cash receipts
  • AP Aging Dashboard
  • Quick generation of check
  • Repeat and reverse journal entries
  • Collection tracking
  • Direct deposit
  • Integrated with Shop Management Solutions
  • Commissions
  • Export data to excel
  • Multiple years of financial records
  • Post to prior years and periods
  • Provide a standard balance sheet and income statement
  • Ability to create/customize financial statements
  • Vacation and sick time accruals by company or employee
  • Drill down into data
  • Integrated with Shop Floor Data Collection
  • Calculate monthly depreciation