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Connect™

Unify Dynamics CRM & Dynamics GP: Drive Efficiency, Empower Growth

Connect your sales, service, and finance operations with an intelligent iPaaS, ensuring real-time data flow and automated workflows between Microsoft Dynamics CRM and GP.

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The Challenge

The Disconnect Between Sales & Finance: Why Silos Hurt Your Business

Without seamless integration, Dynamics CRM and Dynamics GP operate as isolated systems, leading to inefficiencies, errors, and a fragmented view of your business. This disconnect hinders informed decision-making and impacts overall customer experience.

  • Manual data entry between CRM and GP creates bottlenecks and introduces errors.
  • Sales teams lack real-time financial data, impacting customer interactions and credit decisions.
  • Customer service agents can't access order or payment history from GP, leading to incomplete customer views.
  • Inventory discrepancies arise when product data isn't synchronized between systems.
  • Delayed order processing due to manual transfers between sales and finance departments.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Unlocking the Full Potential of Dynamics CRM & GP

Our iPaaS-driven solution provides a robust, scalable, and intelligent bridge between Dynamics CRM and Dynamics GP, automating critical business processes and delivering a unified view of your operations. Move beyond simple data transfers to truly connected workflows.

  • Bi-directional synchronization of core entities like Accounts/Customers and Products/Items.
  • Event-driven automation for real-time order processing and status updates.
  • Advanced data transformation and validation engine.
  • AI-powered mapping suggestions and anomaly detection.
  • Comprehensive error handling and notification system.
Implementation Timeline

Go live with Dynamics CRM + 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 CRM 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 CRM + 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

  • Bi-directional synchronization of core entities like Accounts/Customers and Products/Items.
  • Event-driven automation for real-time order processing and status updates.
  • Advanced data transformation and validation engine.
  • AI-powered mapping suggestions and anomaly detection.
  • Comprehensive error handling and notification system.
  • Low-code/no-code interface for rapid workflow creation and modification.
  • Secure, compliant, and scalable cloud-native integration architecture.

Dynamics CRM & GP Integration: Architecture & Flow

Our iPaaS acts as the central nervous system, orchestrating data movement and workflow automation between Dynamics CRM's Dataverse and Dynamics GP's robust ERP functionalities. We prioritize an API-first, event-driven approach for optimal performance and real-time accuracy.

Data Flow Steps

Event Trigger: A change occurs in either Dynamics CRM (e.g., new Sales Order, updated Account) or Dynamics GP (e.g., new Item, updated Customer).

iPaaS Listener/Poller: The iPaaS uses Dynamics CRM's Dataverse events/webhooks for real-time triggers and intelligently polls Dynamics GP Web Services/eConnect for relevant changes.

Data Extraction: Relevant data is extracted from the source system via its respective API.

Data Transformation & Validation: The iPaaS's visual mapping engine transforms the extracted data to match the target system's schema. AI-assisted validation rules ensure data quality, consistency, and adherence to business logic (e.g., deduplication, data type conversion, default value assignment).

Business Logic & Orchestration: Conditional logic and workflow rules are applied (e.g., only push qualified leads, route orders based on region). The iPaaS orchestrates multi-step processes.

Data Ingestion: The transformed and validated data is pushed to the target system via its API.

Error Handling & Monitoring: Any failures are logged, retries are attempted (with exponential backoff), and critical errors are routed to a dead-letter queue with notifications to relevant teams. Real-time dashboards provide end-to-end visibility.

Data Touchpoints

Customer/Account: CRM 'Account'/'Contact' <=> GP 'Customer' (RM00101)
Sales Orders: CRM 'Sales Order' => GP 'Sales Order' (SOPHDRWORK, SOPLINEWORK)
Products/Items: GP 'Item' (IV00101) => CRM 'Product' / 'Price List Item'
Financial Data: GP 'Payment' / 'GL Transaction' => CRM 'Account' (custom fields)
Opportunities/Leads: CRM 'Lead' / 'Opportunity' (no direct GP equivalent, feeds into GP Sales Orders)

"Dynamics CRM (Dataverse Events/Web API) <-> [iPaaS: Connectors, Transformation, AI, Workflow Engine] <-> Dynamics GP (Web Services/eConnect)"

Pricing

Simple, transparent pricing for Dynamics CRM + 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 CRM

Integrating Dynamics CRM 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

Core Entities & Intelligent Mapping for Dynamics CRM & GP

Achieving a single source of truth requires meticulous mapping of key entities between Dynamics CRM and Dynamics GP. Our iPaaS streamlines this process with AI-powered suggestions and robust transformation capabilities.

Customer / Account (CRM: Account, Contact | GP: RM00101)

Harmonizing customer master data is fundamental. Dynamics CRM's 'Account' and associated 'Contact' records map to Dynamics GP's 'Customer' master (RM00101). This includes billing/shipping addresses, contact details, and credit terms.

Dynamics CRM Fields

accountid name accountnumber primarycontactid address1_composite creditlimit

Dynamics GP Fields

CUSTNMBR CUSTNAME ADRSCODE ADDRESS1 CITY STATE ZIPCODE PHONE1 EMAIL CRLIMIT

Mapping Notes

Primary key mapping uses `accountid` (CRM) to `CUSTNMBR` (GP) or a custom external ID. Address entities often require complex transformations for standardization. `CRLIMIT` in GP can be mapped to a custom `Credit Limit` field in CRM.

Next Steps

See Dynamics CRM + 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 Synchronization & Inventory Update

When an order is placed on an eCommerce platform, it's captured by the iPaaS, creates/updates the customer in Dynamics CRM, creates a Sales Order in CRM, and then pushes to Dynamics GP for fulfillment. Inventory levels in GP are updated in real-time, and these updates reflect back in CRM and the eCommerce platform.

Integration Steps:

  1. 0 Customer places order on Shopify/Adobe Commerce.
  2. 1 iPaaS captures order event.
  3. 2 iPaaS creates/updates 'Account' and 'Contact' in Dynamics CRM.
  4. 3 iPaaS creates 'Sales Order' in Dynamics CRM with line items.
  5. 4 iPaaS transfers 'Sales Order' from CRM to Dynamics GP SOP module.
  6. 5 Dynamics GP allocates inventory and initiates fulfillment.
  7. 6 Inventory levels (IV00101) in GP update automatically.
  8. 7 iPaaS captures GP inventory changes and updates 'Product' stock levels in Dynamics CRM and eCommerce platform.
  9. 8 Order status updates from GP (e.g., 'Shipped', 'Invoiced') sync back to CRM and eCommerce.

Business Outcome

Real-time order processing, accurate inventory, reduced overselling, seamless customer experience from purchase to delivery.

Frequency

Real-time, Event-driven

Business Value

Key Integration Benefits

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

360-Degree Customer View
Unify customer data from Dynamics CRM and GP to provide sales, service, and finance teams with a complete, real-time understanding of every customer interaction and financial history.
Accelerated Order-to-Cash
Automate the entire sales order process, from CRM opportunity closure to GP fulfillment and invoicing, reducing manual delays and improving cash flow.
Reduced Operational Costs & Errors
Eliminate manual data entry, reconciliation efforts, and data discrepancies between systems, leading to significant cost savings and improved data accuracy.
Real-time Financial Visibility
Access critical financial data from Dynamics GP (e.g., outstanding invoices, payment history) directly within Dynamics CRM to inform sales and service decisions.
Enhanced Business Agility
Leverage a low-code iPaaS to rapidly adapt and build new integrations or modify existing workflows, empowering your business to respond quickly to market changes.
Intelligent Data Quality
Utilize AI-powered data validation and anomaly detection to ensure high-quality, consistent data across both Dynamics CRM and GP, minimizing downstream issues.
✨

360-Degree Customer View

30% Increase in Customer Lifetime Value

📋 What You Get

Unify customer data from Dynamics CRM and GP to provide sales, service, and finance teams with a complete, real-time understanding of every customer interaction and financial history.

💼 Business Impact

This benefit directly contributes to 30% improvement in Increase in Customer Lifetime Value, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics CRM + 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 CRM 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 CRM + 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/accounts Manage customer accounts in CRM, used for bi-directional master data sync with GP's Customer entity.
GET, POST, PATCH, DELETE /api/data/v9.x/contacts Manage individual contacts, linked to accounts, for bi-directional sync with GP's Customer details.
GET, POST, PATCH, DELETE /api/data/v9.x/salesorders Manage sales orders in CRM, primarily for pushing new orders to GP for fulfillment.
GET, POST, PATCH, DELETE /api/data/v9.x/products Manage products in CRM, updated by GP's Item master.
GET, POST, PATCH, DELETE /api/data/v9.x/incidents Manage customer service cases, can be enriched with financial data queried from GP.

⚡ Transformation Logic

  • Customer Matching: Match CRM `Account.name` and `Account.address` to GP `Customer.CUSTNAME` and `Customer.ADDRESS1` for deduplication and update-or-create logic.
  • Product ID Harmonization: Map CRM `Product.productnumber` to GP `Item.ITEMNMBR`. Implement lookups for unit of measure conversion (`defaultuomid` to `UOFM`).
  • Sales Order Line Item Detail: Translate CRM `Opportunity Product` or `Sales Order Product` attributes (quantity, price, description) into GP `SOPLINEWORK` fields, including extended price calculation.
  • Financial Data Aggregation: Aggregate GP `Payment` and `GL Transaction` data to provide a summary of `Outstanding Balance` or `Last Payment Date` for CRM `Account` records.
  • Address Standardization: Cleanse and standardize address fields using external services or internal logic before writing to GP or CRM.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS automatically pauses, retries with backoff.
  • Data Validation Failure: Message moves to dead-letter queue, notification sent.
  • Duplicate Record Creation: iPaaS uses deduplication logic to update existing or flag for review.
  • Network Connectivity Issues: Retries with exponential backoff.
  • System Downtime (CRM/GP): Messages queued, processed when system is back online, alerts sent.
  • Schema Mismatch: Transformation error, flagged for developer/admin review.
Pricing

Simple, transparent pricing for Dynamics CRM + 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.

General FAQs

▸ Why should I integrate Dynamics CRM with Dynamics GP?
Integrating Dynamics CRM with Dynamics GP eliminates data silos between your sales, service, and finance departments. It provides a unified 360-degree view of your customers, automates critical processes like order-to-cash, reduces manual data entry, minimizes errors, and improves overall operational efficiency and decision-making.

Technical FAQs

▸ What are the common data entities synchronized between Dynamics CRM and GP?
Key entities typically synchronized include: Customer Master (CRM Accounts/Contacts to GP Customers), Product/Item Master (GP Items to CRM Products/Price Lists), and Sales Orders (CRM Sales Orders to GP SOP documents). Financial summaries like outstanding invoices or payment history often flow from GP to CRM.

iPaaS FAQs

▸ How does an iPaaS facilitate Dynamics CRM and GP integration?
An iPaaS (Integration Platform as a Service) provides pre-built connectors, a visual low-code interface for workflow design, robust data transformation and validation capabilities, and intelligent monitoring. It acts as a central hub, orchestrating data flow, managing APIs, and ensuring data consistency and reliability across both systems.

Workflows FAQs

▸ Can I automate my Order-to-Cash process with this integration?
Absolutely. A core benefit is automating the Order-to-Cash cycle. When a sales order is created in Dynamics CRM (or an eCommerce platform linked to CRM), the iPaaS automatically pushes it to Dynamics GP for fulfillment, inventory allocation, and invoicing. Status updates then flow back to CRM.

Security FAQs

▸ What security measures are in place for the integration?
Security is paramount. The integration uses OAuth 2.0 with Azure AD for Dynamics CRM and secure service accounts for Dynamics GP. All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). The iPaaS enforces least-privilege access, provides comprehensive audit trails, and adheres to industry compliance standards like ISO 27001 and GDPR.

AI FAQs

▸ How does AI enhance the integration between Dynamics CRM and GP?
AI augments the integration by providing intelligent features like auto-mapping suggestions for fields, real-time anomaly detection for data validation, predictive insights for error resolution, and even assisting in generating integration flows. This reduces manual effort, improves data quality, and speeds up development.

Error Handling FAQs

▸ What happens if there's a data discrepancy or error during synchronization?
Our iPaaS has robust error handling. It logs all errors, attempts configurable retries with exponential backoff for transient issues, and routes persistent failures to a dead-letter queue for manual review and reprocessing. Proactive alerts notify relevant teams, and AI can even suggest or automatically apply resolutions for common errors.

Customization FAQs

▸ Is this integration suitable for businesses with custom fields in Dynamics CRM or GP?
Yes, the iPaaS supports integration with custom fields in both Dynamics CRM and Dynamics GP. Its visual mapping canvas allows you to easily map and transform data for these custom fields, ensuring your unique business requirements are met without extensive coding.
Implementation Timeline

Go live with Dynamics CRM + 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 CRM 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 CRM + 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 CRM + 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 CRM + 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