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Unify Your Sales & Finance: Microsoft Dynamics GP & QuoteWerks Integration

Automate Quote-to-Order, Sync Customer & Item Data, and Accelerate Your Business with a Low-Code iPaaS Solution.

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The Challenge

The Disconnect Between Sales Quoting and Financial Operations

Without a robust integration, businesses often face significant challenges in bridging the gap between their sales quoting processes in QuoteWerks and the core financial and operational workflows in Microsoft Dynamics GP. This disconnect leads to inefficiencies, errors, and delays that hinder growth and impact customer satisfaction.

  • Manual re-entry of quotes into GP as sales orders, leading to delays and human error.
  • Outdated customer or item information in QuoteWerks, resulting in inaccurate quotes and frustrated customers.
  • Lack of real-time inventory visibility for sales teams, causing overselling or missed opportunities.
  • Discrepancies between sales data and financial records, complicating reconciliation and reporting.
  • Slow quote-to-cash cycle, impacting cash flow and revenue recognition.
Integration Diagram
Solution Illustration
The Solution

The Seamless Solution: iPaaS Integration for Dynamics GP & QuoteWerks

Our modern iPaaS (Integration Platform as a Service) provides a robust, low-code solution to connect Microsoft Dynamics GP and QuoteWerks, creating an intelligent, automated workflow that spans your entire quote-to-cash process. This integration acts as the central nervous system for your sales and financial data, ensuring accuracy, speed, and consistency.

  • Automated Quote-to-Sales Order Conversion
  • Real-time Customer & Item Master Data Synchronization
  • Bi-directional Data Flow for Key Entities
  • Customizable Business Logic & Transformation Rules
  • Centralized Error Handling & Monitoring
Implementation Timeline

Go live with Quotewerks Microsoft + 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 Quotewerks Microsoft 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 Quotewerks Microsoft + 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

  • Automated Quote-to-Sales Order Conversion
  • Real-time Customer & Item Master Data Synchronization
  • Bi-directional Data Flow for Key Entities
  • Customizable Business Logic & Transformation Rules
  • Centralized Error Handling & Monitoring
  • Secure Connectivity for On-Premise Dynamics GP

Integration Details: Bridging QuoteWerks and Microsoft Dynamics GP

Our iPaaS-driven integration for Microsoft Dynamics GP and QuoteWerks offers a robust and flexible architecture designed for reliability and performance. It leverages the best available APIs and connectivity methods from both systems, orchestrated through a central, intelligent platform.

Data Flow Steps

Secure Connectivity: Establish encrypted connections using an on-premise agent for Dynamics GP (eConnect/Web Services) and QuoteWerks' native API.

Event Listener/Polling: Configure triggers for new/updated quotes in QuoteWerks (webhooks) and new/updated master data in GP (CDC, scheduled queries).

Data Extraction: Extract relevant data entities (Quotes, Customers, Items) from QuoteWerks and GP.

Data Transformation & Mapping: Apply low-code transformation logic and AI-assisted mapping to standardize data formats and ensure compatibility with target system schemas (e.g., QuoteWerks quote to GP SOP Document).

Data Validation: Implement rules to validate data against Dynamics GP's business logic (e.g., valid ItemID, CustomerID, GL accounts) before insertion.

Data Insertion/Update: Insert new records or update existing ones in the target system via optimized API calls (e.g., GP's eConnect for Sales Orders).

Error Handling & Notification: Log all errors, implement retry mechanisms, and send alerts for critical failures.

Status Updates: Push back relevant IDs or status updates (e.g., GP Sales Order Number) to the source system (QuoteWerks).

Data Touchpoints

QuoteWerks: Quotes, Customers, Products, Salespeople
Microsoft Dynamics GP: Sales Order (SOP Document), Customer, Item, Salesperson, General Ledger Journal Entry

"QuoteWerks (Quote Approved) --> iPaaS (Trigger, Extract Quote Data) --> iPaaS (Transform, Map to GP Sales Order Schema, Validate Customer/Item) --> Dynamics GP (Create Sales Order via eConnect/Web Services) --> iPaaS (Update QuoteWerks with GP Order ID) <-- Bi-directional Customer/Item/Salesperson Sync (GP to QuoteWerks & vice versa) via iPaaS."

Pricing

Simple, transparent pricing for Quotewerks Microsoft + 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 Quotewerks Microsoft

Integrating Quotewerks Microsoft 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 & Field-Level Mapping for GP & QuoteWerks

Understanding the core entities and their field-level mappings is crucial for a successful integration. Our iPaaS provides a visual mapping canvas to connect these entities, ensuring data integrity and consistency.

Customer

Synchronizes customer details between QuoteWerks (for quoting and CRM context) and Dynamics GP (for receivables, billing, and financial management).

Quotewerks Microsoft Fields

CustomerID (GP) CustomerName (GP) Address1, City, State, Zip (GP) Phone1, Email (GP) PaymentTermsID (GP) CreditLimit (GP)

Dynamics GP Fields

ContactID (QuoteWerks - often internal) CompanyName (QuoteWerks) PrimaryContactName (QuoteWerks) Address, City, State, Zip (QuoteWerks) Phone, Email (QuoteWerks) CustomerType (QuoteWerks - custom field)

Mapping Notes

CustomerID from GP should ideally be stored in a custom field in QuoteWerks for seamless lookup. Address fields require careful mapping for consistency. PaymentTermsID and CreditLimit are GP-specific and may need default values or conditional logic if not available in QuoteWerks.

Next Steps

See Quotewerks Microsoft + 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.

Automated Quote Approval to GP Sales Order

When a quote is approved in QuoteWerks, the integration automatically creates a corresponding Sales Order (SOP Document) in Microsoft Dynamics GP, including all line items, pricing, and customer details. This eliminates manual data entry and ensures immediate processing.

Integration Steps:

  1. 0 Sales rep marks quote as 'Approved' in QuoteWerks.
  2. 1 iPaaS triggers a workflow detecting the approval.
  3. 2 Customer is validated/created in GP.
  4. 3 Items are validated/matched in GP.
  5. 4 GP Sales Order is created with header and line item details.
  6. 5 GP Sales Order Number is updated back in QuoteWerks for reference.

Business Outcome

Accelerated order fulfillment, improved cash flow, reduced administrative burden on sales and finance.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Quote-to-Cash
Automate the conversion of approved quotes into sales orders, significantly reducing manual effort and speeding up your sales cycle.
Enhanced Data Accuracy
Eliminate manual data entry errors and ensure consistent, up-to-date customer, item, and sales order information across both systems.
Improved Sales Efficiency
Empower your sales team with real-time access to accurate pricing, inventory levels, and customer history, allowing them to focus on selling.
Real-time Inventory Visibility
Synchronize inventory levels from Dynamics GP to QuoteWerks, preventing overselling and ensuring accurate quoting based on available stock.
Streamlined Financial Reporting
Ensure all sales transactions are accurately and promptly recorded in Dynamics GP, simplifying reconciliation and improving financial insights.
Reduced Operational Costs
Minimize the need for manual data entry, reconciliation, and error correction, leading to significant cost savings.
✨

Accelerated Quote-to-Cash

80% Faster Order Processing

📋 What You Get

Automate the conversion of approved quotes into sales orders, significantly reducing manual effort and speeding up your sales cycle.

💼 Business Impact

This benefit directly contributes to 80% improvement in Faster Order Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Quotewerks Microsoft + 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 Quotewerks Microsoft 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 Quotewerks Microsoft + 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
POST /Dynamics/GP/WebServices/SalesOrderService.svc Create/update Sales Order Processing (SOP) documents (Quotes, Orders, Invoices) in GP. Ideal for converting QuoteWerks quotes to GP Sales Orders.
POST /Dynamics/GP/WebServices/CustomerService.svc Manage Customer records (create, update, retrieve) in GP's Receivables Management. Used for customer master data sync.
POST /Dynamics/GP/WebServices/InventoryService.svc Query and update Inventory Control items, quantities, and site assignments. Key for real-time item and inventory sync.
XML/SQL eConnect_Incoming (SQL Stored Procedures) Directly insert/update data into GP via eConnect XML documents. Highly performant for high-volume operations like bulk item updates or complex sales order imports.

⚡ Transformation Logic

  • Quote Status Mapping: QuoteWerks 'Approved' status maps to trigger GP Sales Order creation; other statuses (e.g., 'Pending', 'Rejected') are ignored or trigger different workflows.
  • GL Account Determination: Dynamically assign GP General Ledger accounts for each Sales Order line item based on item type, customer, or pre-defined rules.
  • Unit of Measure Conversion: Convert QuoteWerks units of measure to match Dynamics GP's UofMScheduleID or specific UoM definitions.
  • Pricing Hierarchy: Apply specific pricing rules (e.g., discounts, markups) from QuoteWerks on top of GP's ListPrice or ensure GP's pricing is always master.
  • Tax Calculation: Either pass tax amounts directly from QuoteWerks or trigger GP's internal tax calculation based on mapped tax schedules.
  • Data Normalization: Standardize date formats, currency symbols, and address structures for consistency across systems.

🛡️ Error Handling

  • Invalid ItemID in Quote: QuoteWerks quote contains an item not found in GP. (Solution: Validate item existence before GP creation, or create placeholder item in GP).
  • Missing Required Customer Field: QuoteWerks customer record lacks a mandatory field for GP. (Solution: Default values, or flag for manual completion).
  • GP Service Unavailability: Dynamics GP eConnect or Web Services are temporarily offline. (Solution: Automated retries with exponential backoff, dead-letter queue).
  • Concurrent Updates: Same customer record updated in both systems simultaneously. (Solution: Conflict resolution logic based on 'Last Write Wins' or master system priority).
  • GL Account Mismatch: Mapped GL account is inactive or invalid in GP. (Solution: Pre-validation, default account assignment, or alert for manual correction).
Pricing

Simple, transparent pricing for Quotewerks Microsoft + 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 for Microsoft Dynamics GP?
Microsoft Dynamics GP offers several primary integration methods: eConnect (for programmatic access to GP business logic via XML and SQL stored procedures), Web Services for GP (SOAP-based services for common entities), and direct SQL database access (for advanced scenarios). Our iPaaS abstracts these into user-friendly connectors for seamless integration.

Customization FAQs

▸ How does this integration handle custom fields in QuoteWerks and Dynamics GP?
Our iPaaS solution is designed to support custom fields in both systems. You can easily map custom fields from QuoteWerks (e.g., custom project IDs) to corresponding user-defined fields in Dynamics GP, ensuring all relevant business data is synchronized without limitation. AI can also assist in mapping these custom fields.

Data Sync FAQs

▸ Can I synchronize real-time inventory levels from GP to QuoteWerks?
Absolutely. The integration can be configured to synchronize real-time inventory levels (QuantityOnHand) from Dynamics GP's Inventory Control module to your QuoteWerks product catalog. This ensures your sales team always quotes based on available stock, preventing overselling and improving customer satisfaction.

Error Handling FAQs

▸ What happens if an integration fails, like a Sales Order not creating in GP?
Our iPaaS provides comprehensive error handling. This includes automated retry mechanisms for transient errors, dead-letter queues for persistent failures, centralized logging with detailed payloads, and configurable alerts (email, SMS) to notify your team immediately. AI can also assist in diagnosing and suggesting fixes for common errors, ensuring data integrity and minimal downtime.

Deployment & Governance FAQs

▸ How does an iPaaS support versioning and deployment of GP integrations?
An iPaaS typically offers robust version control for integration flows and supports structured deployment pipelines (e.g., Development -> QA -> Production environments). This ensures changes are tested thoroughly in a sandbox before impacting live Dynamics GP operations, reducing risks and maintaining stability. You can easily compare versions and roll back if needed.

Extended Capabilities FAQs

▸ Is it possible to automate payment processing and reconciliation with Dynamics GP?
While this page focuses on QuoteWerks, extending the iPaaS integration can indeed automate payment processing and reconciliation. By integrating Dynamics GP with payment gateways and bank systems, you can automate payment posting to Cash Receipts, streamline bank reconciliation, and even trigger refund processes, significantly reducing manual financial tasks.

Security FAQs

▸ How do you ensure data security when integrating Dynamics GP?
Data security is paramount. We implement encrypted connections (TLS 1.2+), least-privilege access for all integration accounts, secure on-premise agents for GP, IP whitelisting, and robust audit logging within the iPaaS to monitor all data access and changes. Compliance with standards like ISO 27001 and SOC 2 Type II is maintained.

Configuration FAQs

▸ Can I manage multiple Dynamics GP companies within a single iPaaS integration framework?
Yes, a well-designed iPaaS solution can manage integrations for multiple Dynamics GP companies. This typically involves configuring separate connectors or profiles for each company and using intelligent routing logic within your workflows to direct data to the correct GP instance, streamlining multi-company operations.
Implementation Timeline

Go live with Quotewerks Microsoft + 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 Quotewerks Microsoft 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 Quotewerks Microsoft + 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 Quotewerks Microsoft + 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 Quotewerks Microsoft + 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