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Connect™

Unify Dynamics 365 & Dynamics GP: Drive Seamless Operations with AI-Powered Integration

Break down data silos between your modern ERP (D365) and established financial backbone (GP). Automate workflows, synchronize critical data in real-time, and gain a holistic view of your business with our intelligent iPaaS.

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The Challenge

The Challenge of Disconnected Dynamics Environments

Many organizations leverage Dynamics 365 for modern CRM, Sales, or Supply Chain capabilities while relying on Dynamics GP for robust financial management. Without a cohesive integration strategy, these critical systems operate in isolation, leading to operational inefficiencies, data discrepancies, and a fractured view of your business.

  • Manual data entry between D365 and GP, prone to errors and delays.
  • Inconsistent customer, vendor, and product data across systems.
  • Delayed order processing and financial reporting due to data transfer bottlenecks.
  • Lack of real-time visibility into inventory, sales, and accounts payable/receivable.
  • Compliance risks from fragmented audit trails and data governance.
  • High operational costs associated with redundant processes and manual reconciliation.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Bridging Dynamics 365 and Dynamics GP

Our iPaaS solution provides a powerful, flexible, and intelligent platform to seamlessly connect Dynamics 365 and Dynamics GP. By leveraging their respective APIs and an advanced data orchestration engine, we enable real-time, event-driven workflows that automate critical business processes, unify data, and empower your enterprise with unprecedented agility and insight.

  • Pre-built, customizable connectors for Dynamics 365 and Dynamics GP.
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • Bi-directional data synchronization for key entities.
  • Advanced data mapping and transformation engine.
  • Real-time monitoring and alerting for integration health.
Implementation Timeline

Go live with Dynamics 365 + Dynamics GP in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics 365 and Dynamics GP, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics 365 + Dynamics GP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Pre-built, customizable connectors for Dynamics 365 and Dynamics GP.
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • Bi-directional data synchronization for key entities.
  • Advanced data mapping and transformation engine.
  • Real-time monitoring and alerting for integration health.
  • AI-powered data validation, anomaly detection, and mapping assistance.
  • Secure, scalable cloud-native integration architecture.

Dynamics 365 and Dynamics GP Integration: Technical Blueprint

Our iPaaS solution provides the architectural framework and technical capabilities to establish robust, secure, and performant integration between Dynamics 365's modern cloud APIs and Dynamics GP's established on-premise interfaces. This ensures data consistency and workflow automation across your hybrid ERP landscape.

Data Flow Steps

Connectivity & Authentication: Securely connect to Dynamics 365 via Azure AD OAuth 2.0 (client credentials flow) and to Dynamics GP via Web Services (Windows Authentication/Service Account) or eConnect.

Event & Data Capture: Utilize D365 Webhooks/Dataverse events for real-time changes and configure iPaaS to poll GP Web Services or monitor database triggers for updates.

Data Transformation & Mapping: Leverage the iPaaS's visual mapping canvas and AI-assisted tools to transform D365 entity structures (e.g., `Sales Order`) into GP's specific table schemas (e.g., `SOPHDRWORK`).

Business Logic & Validation: Implement conditional logic, data cleansing, and validation rules within the iPaaS to ensure data integrity before writing to the target system.

Error Handling & Retries: Design robust error handling with automatic retries (exponential backoff) for transient issues and dead-letter queues for persistent failures.

Deployment & Monitoring: Deploy integration flows through a CI/CD pipeline and continuously monitor performance, API limits, and data flow health from a centralized dashboard.

Data Touchpoints

D365 Account <-> GP Customer (RM00101)
D365 Product <-> GP Item (IV00101)
D365 Sales Order <-> GP Sales Order (SOPHDRWORK, SOPLINEWORK)
D365 Invoice <-> GP Payables Transaction (PM10000) / GP Receivables Transaction (RM10301)
D365 Vendor <-> GP Vendor (PM00200)
D365 Purchase Order <-> GP Purchase Order (POP10100)
D365 General Ledger Account <-> GP General Ledger Transaction (GL20000, GL30000)
D365 msdyn_inventoryonhands <-> GP Item Quantity (IV00102)

"Dynamics 365 (Event/API) --> iPaaS (Connectors, Transform, AI, Orchestrate) --> Dynamics GP (Web Services/eConnect/API). For bi-directional flows, the process reverses: Dynamics GP (Event/Poll) --> iPaaS --> Dynamics 365 (API)."

Pricing

Simple, transparent pricing for Dynamics 365 + Dynamics GP.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics 365

Integrating Dynamics 365 fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities and Intelligent Data Mapping

Connecting Dynamics 365 and Dynamics GP involves intricate data mapping due to differing data models and terminology. Our iPaaS provides a visual, AI-assisted mapping canvas that simplifies this complexity, ensuring accurate and consistent data flow for critical business entities.

Customer / Account

Synchronizes customer master data, including billing, shipping, contact details, and credit information, ensuring a unified customer view.

Dynamics 365 Fields

Account (accountid, name, accountnumber, primarycontactid, address1_composite) Contact (contactid, firstname, lastname, emailaddress1, parentcustomerid)

Dynamics GP Fields

Customer (RM00101) (CUSTNMBR, CUSTNAME, ADRSCODE, ADDRESS1, CITY, STATE, ZIPCODE, PHONE1, EMAIL)

Mapping Notes

Dynamics 365 'Account' typically maps to GP 'Customer'. 'Contact' in D365 can map to GP customer contact fields or be a related entity. Requires careful handling of 'accountnumber' to 'CUSTNMBR' for matching. Address composite fields from D365 require parsing for GP's structured address fields. Deduplication rules are critical.

Next Steps

See Dynamics 365 + Dynamics GP integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

eCommerce Order to Cash Cycle Acceleration

Automate the entire order fulfillment process from an eCommerce platform (integrated with D365 Sales/Commerce) directly into Dynamics GP for inventory management, invoicing, and financial posting.

Integration Steps:

  1. 0 Customer places order on eCommerce platform, creating a 'Sales Order' in Dynamics 365.
  2. 1 iPaaS triggers on D365 'Sales Order' creation, extracts order details and line items.
  3. 2 Transforms D365 'Sales Order' data to Dynamics GP 'Sales Order' (SOPHDRWORK, SOPLINEWORK) via Web Services/eConnect.
  4. 3 Dynamics GP allocates inventory and updates inventory levels; status pushed back to D365.
  5. 4 Upon shipment confirmation from GP, an 'Invoice' is generated in GP, and payment details are reconciled.
  6. 5 Invoice status and payment information are synchronized to D365 for customer service visibility.

Business Outcome

Real-time order processing, reduced order fulfillment errors, accurate inventory across channels, and improved customer satisfaction with timely updates.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Order-to-Cash Cycle
Automate the flow of sales orders from D365 into GP, reducing manual entry and processing delays. This ensures faster invoicing and improved cash flow.
Real-time Inventory Accuracy
Synchronize inventory levels between D365 SCM and GP to prevent overselling, optimize stock, and improve fulfillment rates across all channels.
Unified Customer & Vendor Insights
Maintain consistent master data for customers and vendors across both ERPs, enabling a 360-degree view and better relationship management.
Streamlined Financial Operations
Automate general ledger postings, invoice processing, and payment reconciliation, reducing manual effort and accelerating financial close cycles.
Reduced Operational Costs
Eliminate manual data entry, minimize errors, and optimize resource allocation by automating repetitive tasks between D365 and GP.
Enhanced Compliance & Auditability
Ensure data consistency and maintain comprehensive audit trails across both systems, simplifying compliance with financial regulations and internal policies.
Agile & Future-Proof Integration
Leverage a low-code iPaaS with AI to quickly adapt integrations to evolving business needs, new D365 modules, or GP customizations without extensive re-coding.
✨

Accelerated Order-to-Cash Cycle

30% Faster O2C

📋 What You Get

Automate the flow of sales orders from D365 into GP, reducing manual entry and processing delays. This ensures faster invoicing and improved cash flow.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster O2C, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics 365 + Dynamics GP in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics 365 and Dynamics GP, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics 365 + Dynamics GP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET/POST/PATCH/DELETE /api/data/v9.x/ Primary OData v4 endpoint for CRUD operations on Common Data Model (Dataverse) entities across all D365 modules (Sales, Service, Finance, SCM).
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts in D365 Sales/CRM.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders in D365 Sales/Commerce.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from D365 Supply Chain Management.

⚡ Transformation Logic

  • Data Type Conversion: Convert string to numeric, date formats (e.g., D365 datetime to GP date only).
  • Field Concatenation/Splitting: Combine D365 first/last name into GP full name; split D365 composite address.
  • Lookup Tables: Translate D365 choice options (e.g., `statuscode`) to GP specific codes or GL account segments.
  • Conditional Logic: Apply different mappings or transformations based on specific field values (e.g., 'If D365 order type is X, then map to GP SOP type Y').
  • Currency Conversion: Automatically convert amounts based on defined exchange rates for multi-currency environments.
  • Default Values: Assign default values to target fields if source data is missing.

🛡️ Error Handling

  • Transient Network Errors: Handled by automatic retries.
  • Data Validation Failures: (e.g., invalid customer ID, missing required field) Routed to DLQ, alerts sent.
  • API Rate Limit Exceeded: iPaaS throttles requests and retries.
  • Business Logic Errors: (e.g., negative inventory) Flagged for review, potentially triggering a compensatory transaction.
  • Authentication Failures: Alerts sent, connection re-attempted with refreshed tokens.
Pricing

Simple, transparent pricing for Dynamics 365 + Dynamics GP.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Technical FAQs

▸ What are the primary integration methods available for Dynamics GP?
Dynamics GP primarily offers integration through eConnect (a set of .NET libraries for programmatic access, ideal for high-volume transactions), Dynamics GP Web Services (SOAP-based services for common business objects), and direct SQL access. Our iPaaS leverages eConnect and Web Services for robust, API-first integration, abstracting the underlying complexities.
▸ What kind of APIs does Dynamics 365 offer for integration?
Dynamics 365 primarily offers OData (Open Data Protocol) v4 REST APIs for interacting with the Common Data Model (Dataverse). It also provides webhooks and event mechanisms for real-time notifications of data changes, enabling an efficient event-driven integration architecture. Our iPaaS uses these for optimal performance and real-time data flow.

Data Management FAQs

▸ How do you handle complex data transformations between Dynamics 365 and Dynamics GP?
Complex data transformations are handled within our iPaaS's visual mapping engine. This allows you to visually define rules, use functions for data manipulation, and even leverage AI-assisted mapping to convert data structures and values between Dynamics 365's Dataverse schema and Dynamics GP's sometimes intricate table structures, ensuring data integrity and consistency.

iPaaS Capabilities FAQs

▸ Can I use low-code/no-code tools to automate Dynamics 365 and Dynamics GP workflows?
Absolutely. Our modern iPaaS platform offers extensive low-code/no-code capabilities, enabling business users and citizen integrators to design, build, and deploy sophisticated Dynamics 365 and Dynamics GP workflows without extensive coding. This democratizes integration, accelerates automation initiatives, and reduces reliance on specialized developers.
▸ How does an iPaaS support Application Lifecycle Management (ALM) for Dynamics 365 and GP integrations?
A mature iPaaS with strong ALM features allows you to manage integration flows through development, testing (QA), and production environments. This includes version control for integrations, automated deployment pipelines, rollback capabilities, and environment-specific configuration management, ensuring controlled and reliable deployments and minimizing risks to your live Dynamics instances.

AI Features FAQs

▸ How does AI enhance Dynamics 365 and Dynamics GP integrations?
AI significantly enhances integrations by providing capabilities like intelligent field mapping suggestions, automated anomaly detection in data flows, predictive insights into performance, and even auto-applying corrective actions for common errors. This moves workflows from merely automated to truly autonomous, reducing manual intervention and improving data quality across both systems.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Dynamics 365 Finance with Dynamics GP?
Common challenges include reconciling payment transactions, ensuring accurate ledger postings with differing chart of accounts, handling multi-currency transactions, and achieving real-time financial reporting. Our robust iPaaS mitigates these by providing strong data validation, automated reconciliation logic, secure handling of financial data, and flexible mapping for GL accounts.

Security & Compliance FAQs

▸ How do you ensure data security and compliance during Dynamics 365 to Dynamics GP integrations?
Security and compliance are paramount. We implement best practices including Azure AD OAuth 2.0 for D365 authentication, encrypting data in transit (TLS 1.2+) and at rest, implementing the principle of least privilege for API access, redacting sensitive information from logs, and ensuring our iPaaS adheres to relevant data privacy regulations (e.g., GDPR, CCPA, PCI DSS).
Implementation Timeline

Go live with Dynamics 365 + Dynamics GP in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics 365 and Dynamics GP, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics 365 + Dynamics GP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Dynamics 365 + Dynamics GP.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Dynamics 365 + Dynamics GP integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo