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Unify Your Business: Dynamics GP & CRM Integration for Intelligent Operations

Break down data silos between your ERP and CRM. Achieve a 360° customer view, automate order-to-cash, and drive efficiency with an AI-powered iPaaS solution.

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The Challenge

The Disconnected Reality: Why Dynamics GP & CRM Silos Hurt Your Business

Without a robust integration, your Microsoft Dynamics GP and Dynamics CRM systems operate in isolation, leading to a host of inefficiencies, inaccuracies, and missed opportunities. This disconnect fragments your customer journey and impedes holistic business operations.

  • Manual Data Entry & Duplication: Sales orders, customer updates, and financial details are manually re-entered across systems, leading to errors and wasted time.
  • Incomplete Customer View: Sales and service teams lack real-time access to financial history, payment status, or inventory availability, hindering effective customer engagement.
  • Delayed Order Processing: The gap between CRM sales and ERP fulfillment causes bottlenecks, slow order-to-cash cycles, and customer dissatisfaction.
  • Inaccurate Reporting & Forecasting: Disparate data makes it impossible to get a single source of truth for sales performance, financial health, and inventory planning.
  • Compliance & Audit Risks: Manual processes increase the risk of data inconsistencies and make it harder to maintain audit trails for financial transactions.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Unifying Dynamics GP & CRM with an iPaaS

Our modern iPaaS solution provides the essential bridge between Dynamics GP and Dynamics CRM, transforming isolated systems into a cohesive, intelligent ecosystem. We enable seamless, real-time data flow, automate complex workflows, and provide a single source of truth for your customer and financial data.

  • Bi-directional Data Synchronization: Keep customer, sales order, product, and financial data consistent across both GP and CRM.
  • Event-Driven Architecture: Trigger workflows instantly based on changes in either system, ensuring real-time responsiveness.
  • Pre-built Connectors & Templates: Accelerate deployment with robust, pre-optimized connectors for Dynamics GP Web Services/eConnect and Dynamics CRM Web API/Dataverse.
  • Visual Workflow Designer: Design, monitor, and manage complex integration flows with intuitive drag-and-drop tools.
  • AI-Powered Data Mapping & Validation: Automate schema matching, detect anomalies, and enforce data quality rules proactively.
Implementation Timeline

Go live with Dynamics GP + Dynamics CRM 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 GP and Dynamics CRM, 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 GP + Dynamics CRM 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 Data Synchronization: Keep customer, sales order, product, and financial data consistent across both GP and CRM.
  • Event-Driven Architecture: Trigger workflows instantly based on changes in either system, ensuring real-time responsiveness.
  • Pre-built Connectors & Templates: Accelerate deployment with robust, pre-optimized connectors for Dynamics GP Web Services/eConnect and Dynamics CRM Web API/Dataverse.
  • Visual Workflow Designer: Design, monitor, and manage complex integration flows with intuitive drag-and-drop tools.
  • AI-Powered Data Mapping & Validation: Automate schema matching, detect anomalies, and enforce data quality rules proactively.
  • Robust Error Handling & Monitoring: Centralized logging, automated retries, and intelligent alerts ensure data integrity and operational resilience.
  • Scalable & Secure Infrastructure: Built on a cloud-native platform designed for high-volume transactions and enterprise-grade security.

Dynamics GP & CRM Integration: Technical Deep Dive

Our iPaaS solution provides a robust, scalable, and secure framework for connecting Microsoft Dynamics GP and Dynamics CRM. Leveraging the strengths of both platforms' APIs, we orchestrate seamless data flows and automate critical business processes.

Data Flow Steps

Connection Establishment: Securely connect to Dynamics GP via Web Services (SOAP) or eConnect, and to Dynamics CRM via its OData-based Web API (Dataverse), utilizing OAuth 2.0 with Azure AD.

Event & Trigger Configuration: Set up event listeners (e.g., Dataverse webhooks for CRM, polling or database triggers for GP) or scheduled jobs to initiate data synchronization flows.

Data Extraction: Extract relevant data from the source system based on triggers or schedules, using optimized queries and filters to minimize payload.

Data Transformation & Harmonization: Apply intelligent mapping, cleansing, and enrichment rules within the iPaaS to conform data to the target system's schema and business logic. AI assists in suggesting complex transformations.

Data Validation: Implement pre-load validation rules to ensure data integrity and prevent invalid records from entering Dynamics GP or CRM.

Data Loading: Ingest transformed and validated data into the target system via its respective APIs, ensuring transactional integrity.

Error Handling & Monitoring: Log all transactions, manage retries for transient errors, and route persistent failures to dead-letter queues for human intervention. Centralized dashboards provide real-time visibility.

Data Touchpoints

Customer Master: Dynamics CRM Account/Contact <-> Dynamics GP Customer (RM00101)
Sales Orders: Dynamics CRM Sales Order <-> Dynamics GP Sales Order (SOPHDRWORK, SOPLINEWORK)
Products/Items: Dynamics CRM Product <-> Dynamics GP Item (IV00101)
Pricing: Dynamics CRM Price List Item <-> Dynamics GP Price Level
Financials: Dynamics GP Payables Transaction, Payment, GL Transaction -> Dynamics CRM (Custom Entities/Fields)
Leads/Opportunities: Dynamics CRM Lead/Opportunity -> Dynamics GP (Indirectly via Customer/Sales Order creation)
Cases: Dynamics CRM Case -> Dynamics GP (Indirectly for financial context or adjustments)

"Dynamics CRM (Lead, Account, Opportunity, Sales Order, Case) <-> iPaaS (Connectors, Transformation, AI, Orchestration, Monitoring) <-> Dynamics GP (Customer, Sales Order, Item, Payables Transaction, GL Transaction, Payment)"

Pricing

Simple, transparent pricing for Dynamics GP + Dynamics CRM.

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 GP

Integrating Dynamics GP 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 & Intelligent Mapping for GP-CRM Integration

Seamless integration relies on precise mapping of core business entities between Dynamics GP and Dynamics CRM. Our iPaaS provides intelligent tools to ensure data fidelity and consistency.

Customer / Account & Contact

The foundational entity for managing customer relationships and financial transactions. Harmonizing this ensures a unified customer view.

Dynamics GP Fields

CUSTNMBR (Customer ID) CUSTNAME (Customer Name) CUSTCLAS (Customer Class) ADRSCODE (Address Code) ADDRESS1, CITY, STATE, ZIPCODE PHONE1, EMAIL CUSTBLNC (Current Balance) CRCRDLMT (Credit Limit)

Dynamics CRM Fields

accountid (Account ID) name (Account Name) accountnumber (Account Number) primarycontactid (Primary Contact) address1_composite (Billing Address) emailaddress1 creditlimit (Custom Field) balance (Custom Field) contactid firstname lastname

Mapping Notes

Bi-directional sync. GP's CUSTNMBR often maps to CRM's accountnumber (or a custom field for external ID). Address fields require careful multi-field mapping. Credit limit and balance from GP are typically mapped to custom fields in CRM's Account entity for visibility.

Next Steps

See Dynamics GP + Dynamics CRM 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 Fulfillment & Customer Service

An online order placed on an eCommerce platform triggers creation of a Sales Order in Dynamics CRM. The CRM order then flows to Dynamics GP for financial processing, inventory deduction, and fulfillment. Updates on shipment and invoice status from GP are pushed back to CRM and the eCommerce platform, enabling customer service to track orders seamlessly.

Integration Steps:

  1. 0 New order from eCommerce platform captured by iPaaS.
  2. 1 Customer 'Account' and 'Contact' created/updated in Dynamics CRM.
  3. 2 Sales 'Order' created in Dynamics CRM (linking to Account/Contact and 'Product').
  4. 3 Dynamics CRM Sales Order mapped to Dynamics GP 'Sales Order' (SOPHDRWORK, SOPLINEWORK).
  5. 4 Dynamics GP processes order, allocates inventory, generates invoice.
  6. 5 Invoice and shipment status from GP synchronized back to Dynamics CRM 'Sales Order' and 'Activity'.
  7. 6 CRM updates trigger notifications to eCommerce platform and customer.

Business Outcome

Real-time order processing, accurate inventory, improved customer communication, reduced order fulfillment errors.

Frequency

Real-time / Event-driven

Business Value

Key Integration Benefits

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

Accelerate Order-to-Cash Cycle
Automate the entire sales order process from CRM to GP, reducing manual entry and accelerating fulfillment.
Achieve a 360° Customer View
Synchronize customer master data and financial history, empowering sales and service teams with complete insights.
Reduce Operational Costs
Eliminate manual data entry, reconciliation, and associated errors, freeing up valuable staff time.
Improve Data Accuracy & Quality
Implement robust validation and deduplication rules, ensuring reliable data across both Dynamics GP and CRM.
Enhance Customer Satisfaction
Provide faster service and more informed interactions with real-time access to customer and order data.
Boost Sales Productivity
Sales teams spend less time on administrative tasks and more time selling, with accurate product and financial data at their fingertips.
✨

Accelerate Order-to-Cash Cycle

30% Faster Order Processing

📋 What You Get

Automate the entire sales order process from CRM to GP, reducing manual entry and accelerating fulfillment.

💼 Business Impact

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

Implementation Timeline

Go live with Dynamics GP + Dynamics CRM 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 GP and Dynamics CRM, 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 GP + Dynamics CRM 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
POST /Dynamics/GPService/SOPService.svc Create, update, or retrieve Sales Order Processing (SOP) documents like Sales Orders, Invoices, and Returns. Essential for order-to-cash workflows.
POST /Dynamics/GPService/CustomerService.svc Manage customer master records, including creation, updates, and querying customer details. Critical for MDM.
POST /Dynamics/GPService/InventoryService.svc Access and modify inventory item master data, quantities, and pricing. Used for product sync and inventory checks.
POST /Dynamics/GPService/GLService.svc Post general ledger transactions and retrieve account balances. Used for financial postings from other systems.

⚡ Transformation Logic

  • Data Type Conversion: Convert GP's string-based IDs to CRM's GUIDs, or GP's numeric fields to CRM's decimals.
  • Field Concatenation/Splitting: Combine CRM first/last name into GP customer name, or split GP address lines into CRM fields.
  • Lookup & Enrichment: Enrich CRM customer data with GP's credit limit or payment terms via real-time lookups.
  • Conditional Mapping: Map fields based on specific conditions (e.g., map a product discount only if it meets a minimum quantity threshold).
  • Default Value Assignment: Automatically assign default values for non-mandatory fields if source data is missing.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS automatically throttles and retries with backoff.
  • Invalid Data Format: Data is quarantined in a dead-letter queue, and an alert is sent for correction.
  • Duplicate Record Attempt: iPaaS identifies existing record and updates instead, or flags for review based on rules.
  • Network/System Unavailability: Transactions are queued and retried until the connection is restored.
  • Business Logic Violation: If a GP business rule is violated (e.g., negative inventory), the transaction fails, and an alert is sent, potentially triggering a CRM workflow for sales rep notification.
Pricing

Simple, transparent pricing for Dynamics GP + Dynamics CRM.

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 and Dynamics CRM?
For Dynamics GP, our iPaaS primarily leverages Web Services (SOAP) and eConnect for robust, API-first integration. For Dynamics CRM (Dataverse), we utilize its OData-based Web API and eventing mechanisms like webhooks. These methods ensure data integrity, leverage native business logic, and are officially supported for long-term stability.

Functionality FAQs

▸ Can I achieve real-time data synchronization between Dynamics GP and CRM?
Absolutely. Our iPaaS supports event-driven architecture, utilizing Dynamics CRM's webhooks/Dataverse events and intelligent polling/database change data capture for Dynamics GP. This enables near real-time synchronization of critical data like customer updates, sales orders, and inventory levels, ensuring minimal data latency.

AI & Automation FAQs

▸ How does AI enhance Dynamics GP and CRM integrations?
AI significantly augments integrations by providing intelligent field mapping suggestions, detecting anomalies in data flows (e.g., unusual order values), inferring business rules, and assisting with predictive error resolution. Our AI co-pilot also helps auto-generate integration flows and provides data quality scoring, reducing manual effort and improving accuracy.

Customization FAQs

▸ How do you handle custom fields and customizations in both Dynamics GP and CRM?
Our iPaaS is designed to seamlessly integrate custom fields from both Dynamics GP and CRM. The visual mapping canvas allows you to easily discover and map these custom attributes. For complex custom logic, our rules engine and conditional processing capabilities ensure that your unique business requirements are fully supported without extensive coding.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Dynamics GP with Dynamics CRM, and how do you solve them?
Common challenges include differing data models, managing custom fields, ensuring data consistency, handling API rate limits, and securing sensitive data. Our solution addresses these with a canonical data model, AI-assisted mapping, robust data validation and conflict resolution, intelligent API throttling, and enterprise-grade security protocols.

Security & Compliance FAQs

▸ How does your iPaaS ensure data security and compliance for this integration?
Security is paramount. We employ TLS 1.2+ encryption for data in transit, encryption at rest for temporary storage, OAuth 2.0 with Azure AD for authentication, and secure credential management. We adhere to standards like ISO 27001, SOC 2, GDPR, and PCI DSS, ensuring comprehensive data protection and auditability.

Implementation & Lifecycle FAQs

▸ Can I manage different versions of my Dynamics GP/CRM integrations (Dev, QA, Prod)?
Yes, our mature iPaaS platform fully supports environment promotion pipelines. You can develop and rigorously test your integration flows in separate Development and QA environments, complete with version control and rollback capabilities, before promoting them to your live Production Dynamics GP and CRM instances. This ensures stability and minimizes risk.

Business Value FAQs

▸ What kind of ROI can I expect from integrating Dynamics GP and CRM?
You can expect significant ROI through accelerated order-to-cash cycles, reduced manual errors (leading to cost savings), improved customer satisfaction, enhanced sales productivity, and better decision-making from unified data. Many clients see a 20-35% improvement in operational efficiency and a stronger customer experience.
Implementation Timeline

Go live with Dynamics GP + Dynamics CRM 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 GP and Dynamics CRM, 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 GP + Dynamics CRM 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 GP + Dynamics CRM.

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 GP + Dynamics CRM 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