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Microsoft 365 Connector for Sage 100

  • 1.  Microsoft 365 Connector for Sage 100

    Posted 02-08-2023 14:14

    Hi all!

    I'm looking to use the Microsoft 365 Connector to create an integration with Sage 100. To my understanding, this is the closest thing to an API that Sage is offering that follows the Business Object logic.

    Does anyone have experience working with this? It looks like it was released in 2018 (i.e., "compatible for all Sage 100 versions 2018 and later"), and I am not 100% sure if using this to build an integration is a good idea or if it's more akin to the foolish man who built his house on sand.

    I'm already a little concerned as I do not see ways to easily extend it to other tables within Sage 100, and I see a possible blind spot concerning item pricing (see below output from test operations): 


    Now... I'm not a "Sage 100 person" by any stretch, but I did have the pricing explained to me like I was a 5th grader by someone that did understand it - and I believe there are about 7 or 8 levels of pricing that are missing from the discussion (i.e., promotion, price level, customer pricing, customer item-specific pricing, etc.).

    I have this working within PowerApps, and it seems to be really fast (compared to previous methods of data exchange (i.e., sData)), but wanted to see what the consensus was from the group. Pros? Cons? Steer clear?



    ------------------------------
    Basil Malik
    e: basil@ss-adv.com
    p: (918)600-8700

    "Whatever you are, try to be a good one."
    ------------------------------


  • 2.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-08-2023 16:03
    It was presented to us several years ago that more objects would be added, but if that ahs happened I have not seen any announcements.  The Sales Order object should return the correct pricing for the item/qty/customer even if there is no way to get that as a list beforehand.  Maybe create a quote and then get the quote info back in your app?

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    Phil McIntosh
    President
    Friendly Systems, Inc.
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  • 3.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-09-2023 10:33

    I haven't been able to really find anything other than four articles and a .exe file, so I'm glad I'm not alone there.

    That's a good idea regarding the Sales Order and quoting piece. I was hoping to not clutter the Sales Order files with quotes that ultimately never converted, but I suppose there's little difference to that point if salespeople are doing that now. And it would also leverage the pricing logic built into SO Entry. I'd just have to account for a push into the SO module as a quote, grab the response, then query the pricing to pull it back into the other system.

    That beats the alternative of trying to pull the various pricing elements from different tables another way, then rebuilding the pricing logic elsewhere. :)



    ------------------------------
    Basil Malik
    e: basil@ss-adv.com
    p: (918)600-8700

    "Whatever you are, try to be a good one."
    ------------------------------



  • 4.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-09-2023 09:19

    The status of Microsoft Connector would be an excellent question for March 2023 MOTM with Sage.

    I haven't heard much about it since it was demoed at a couple of MOTMs. I think the issue (my opinion)

    • It's more of a "proof of concept"
    • It has particular requirements, including the version of MSFT O365 and Azure AD
    • Many consultants don't manage the O365/Azure licensing and would have to convince IT or MSP to change/update.
    • The connector seemed as if it could require a lot of technical support -  this is another "free" option that the customers see and don't fully understand why for a relatively limited connection, they have to pay their partner consulting fees to setup, debug and maintain
    • In some cases, it seemed like this connector would get the customer 80% of the way to where they wanted to be, and anything more extensive would be on them to code/develop. Then why not just use an enhancement where your costs can reasonably be estimated ahead of time?



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
    ------------------------------



  • 5.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-09-2023 10:42

    Get out of my head, @Wayne Schulz - haha. I saw that Sage would be attending MOTM, so I'm trying to get my agenda together and identify who I needed to talk to about this connector. There are several ISVs that have built proprietary APIs, but Sage having an endorsed solution that is made available to the broader community is far more appealing.

    One follow-up to your items 2, 3, and 4:
    Since the way the Microsoft 365 connector functions is to create a means of secure communication from the Sage 100 server through Azure AD and ultimately PowerApps - would the customer really need to understand how to jump through all of the hoops?

    In my use case, I'm hoping to mitigate license requirements (Azure AD P1 license & PowerApps paid license) by using my Microsoft 365 tenant to enable the integration. The Microsoft 365 Connector isn't dependent on any particular customer's tenant (i.e., it's not trying to authenticate via the customer's domain or M365 accounts), so in theory you could pay for one Azure AD P1 license and a PowerApps User license and have many customers running through one M365 tenant and one PowerApps account. Each configured connector is completely oblivious to any other connector configured through the same M365 tenant and PowerApps license, so that could turn into something a partner could manage on behalf of their customer... and sell as a subscription service for each customer using them as a passthrough. 



    ------------------------------
    Basil Malik
    e: basil@ss-adv.com
    p: (918)600-8700

    "Whatever you are, try to be a good one."
    ------------------------------



  • 6.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-09-2023 12:06

    If you are looking for an API for Sage, you have Web Services (which is not being updated and can only get a small set of data), SData (which is still 1.0 and not being updated), and o365 (which is being updated, at least when Steve M was there, not sure what is going to happen to it now). Those are the built in API or API like functions in Sage 100. Then there are 3rd Party which are actively supported and developed but have a cost associated with them. We have SDE which is a JSON and XML api interface that is configurable by the user or we can customize it for what is needed. You have ROI which says they have an API now to their system. I think Cim Cloud has an API if you are on their system. There may be others but those are the ones I know about.

    Phil is right that during the presentation that Steve did, he said that they were exploring having it available to Developers to add or make changes but didn't say when or if it was going to happen. They were developing actively for it the past few years but with Steve gone, I am not sure how Active it will be. I do not think it had a huge adoption rate. Although, based on what I saw, it had a lot of potential.



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    Todd Martin
    MBA Business Software
    https://www.mbabsi.com
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  • 7.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-09-2023 12:33

    I remember stumbling across a few API-type slides which seemed to originate from Sage and probably were centered around this connector.

    The concern I had from day one was that the connector (a) required a particular set of O365/AD licenses, (b) at one point required that Sage be named somewhere in the customer's license chain with Microsoft, and (c) seemed to be very early-days and if I recall correctly did not gather rave reviews from one or two people who toyed with it and tried to make something for a customer. My recollection is that the connector got you sort of there but left you hanging.



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
    ------------------------------



  • 8.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-09-2023 18:30

    @Todd Martin  - at least when Steve M was there, not sure what is going to happen to it now).   Can you elaborate on this statement?  Sounds cryptic?  Did he retire like so many valuable employees with institutional knowledge?



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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 9.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-09-2023 20:15

    @Jeff Schwenk  Glad to see someone is paying attention! 



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
    ------------------------------



  • 10.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-09-2023 21:03

    I had heard through the grapevine that he is now working on Intacct instead of Sage 100. I haven't seen anything myself about it but that is what I heard.



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    Todd Martin
    MBA Business Software
    https://www.mbabsi.com
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  • 11.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-09-2023 23:06

    Wow!!  Just Wow!!!!  Says a lot about how the UK is really supporting Sage 100.



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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 12.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-10-2023 06:48

    Well... Johnny Pabian didn't throw a red hat that said "Make Sage 100 Great Again" on the stage of Sage Partner Summit last year for giggles and grins.



    ------------------------------
    Basil Malik
    e: basil@ss-adv.com
    p: (918)600-8700

    "Whatever you are, try to be a good one."
    ------------------------------



  • 13.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-16-2023 11:32

    Is it too much to hope for that Steve is just taking a look at how Intacct works, gaining experience and knowledge... to then review Sage 100 architecture with the intention of upgrading its backbone to work as a true cloud product?

    Yes... I think that is too much to hope for.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
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  • 14.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-16-2023 15:10

    Can anyone confirm what I had heard? Guess I could just email him. You know how the grapevine works, sometimes the grapes aren't ripe (read that as right).

    If it is true, I don't think it is a good thing for Sage 100.



    ------------------------------
    Todd Martin
    MBA Business Software
    https://www.mbabsi.com
    ------------------------------



  • 15.  RE: Microsoft 365 Connector for Sage 100

    Posted 02-10-2023 06:46

    This is really good, @Todd Martin - especially the bit about SDE. The others you mentioned, I'm familiar with, but it isn't clear how to implement (mind you that's from a CRM specialist's perspective). I would have liked to have seen how to configure the eBusiness Manager's web services, but like so many other things with Sage there didn't seem to be any good documentation on where to start.

    So far, my observation on the Microsoft 365 Connector is that it gets you a relatively "MVP"-level place to start. However, if the customer is a heavy UDF user on their objects, you're going to be limited on what you can return. The connector only returns a specific subset of columns with no direct method on how to either include or exclude columns. It is pretty fast though - < 1 second to get and return a large amount of data.

    What is the cost around SDE? I see $2,500 - but can't tell if that's yearly (seems to be).
    What are the technical requirements to perform on the server? i.e., do you have to expose the Sage 100 server or the server SDE is installed on to the internet?



    ------------------------------
    Basil Malik
    e: basil@ss-adv.com
    p: (918)600-8700

    "Whatever you are, try to be a good one."
    ------------------------------