CRM / ERP Integration
Solutions Quick Info

The easy to use, flexible, user defined field mappings can be modified to meet even the most complex integration requirements. Available data transfers between Dynamics CRM and Dynamics GP includes customer data, sales orders, product data, and field service data.

As quotes in Dynamics CRM are accepted by the customer, the order materializes in Dynamics GP. Later, when the order is fulfilled and the customer is invoiced, your sales personnel will be able to view history for every customer showing past orders, shipments, invoices and payments, even in the field.

 

Integrating CRM with Accounting

The Integration framework allows key data to be passed bi-directionally between Dynamics CRM and Dynamics GP without the need of additional hardware or software. You can integrate in a straight forward and simple manner all the way to integrations between multiple Dynamics CRM business units and multiple Dynamics GP companies simultaneously.

 

 

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Integration Specifics

Available data transfers between Microsoft CRM and Microsoft Great Plains include:

  • Account/Customer data
  • Product/Item data
  • Quotes/Orders/Invoices/Returns
  • Case/Service call transactions

 

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