CRM Integration to Microsoft Dynamics GP
The Microsoft Dynamics 365 for Sales Adapter for Microsoft Dynamics GP is used to integrate Microsoft Dynamics 365 for Sales and Microsoft Dynamics GP data. For example, you can integrate Microsoft Dynamics GP customers with Microsoft Dynamics 365 for Sales contacts giving you access to up-to-date customer/contact information in both systems.
Record types that are integrated are referred to as "entities". Some entity information can be integrated only one way between the two systems. For example, a Product that is entered into Microsoft Dynamics 365 for Sales cannot be integrated with Microsoft Dynamics GP as a Sales Item, but a Sales Item that is entered into Microsoft Dynamics GP can be integrated with Microsoft Dynamics 365 for Sales as a Product.
You use this product to integrate the following entities in Dynamics GP and Dynamics 365 for Sales!
Dynamics GP Entity
Customer (including addresses) |
Customer (including addresses) |
Enumerated Values |
Flat Fee |
Kit |
Miscellaneous Charges |
Sales Items |
Service |
Currency |
Price List |
Pricing |
Sales Invoice |
Sales Order |
Salesperson |
UofM Schedule (including units) |
Integration Direction
<------------> |
<------------> |
-------------> |
-------------> |
-------------> |
-------------> |
-------------> |
-------------> |
-------------> |
-------------> |
-------------> |
-------------> |
<------------> |
-------------> |
-------------> |
Dynamics 365 Sales Entity
Account |
Contact |
Picklist |
Product |
Product |
Product |
Product |
Product |
Currency |
Price Level |
Price List Item |
Invoice |
Order |
ERP System User |
Unit Group |