Connect Microsoft Dynmics GP and Microsoft Dynamics 365 CRM

Connecting Microsoft Dynamics GP and Microsoft Dynamics 365 CRM for a company could enable the transfer of financial and customer data between the two systems. This could support more accurate reporting, reduce manual data entry, and help align sales and accounting information, supporting more efficient business operations and improved data consistency.

You can build this integration on the System2System platform. We design the connection between Microsoft Dynmics GP and Microsoft Dynamics 365 CRM around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Microsoft Dynmics GP and Microsoft Dynamics 365 CRM?

A company that runs both Microsoft Dynamics GP and Microsoft Dynamics 365 CRM could benefit from connecting these systems to enable the exchange of information between finance and customer relationship management functions. Without such a connection, employees may need to enter the same customer or transaction data separately in each system, increasing the risk of errors and consuming unnecessary time. Inconsistent or outdated records could result if updates in one system do not appear in the other, which can lead to decisions based on incomplete or inaccurate information. For example, sales staff might not see the latest credit status or outstanding invoices for a customer if financial data is not shared promptly, and finance teams may not have access to current sales pipeline information. Data that could be exchanged between these systems includes customer records, sales orders, invoices, payment status, and potentially inventory levels. The specific data that can be exchanged, and the method for doing so, depends on what each system exposes through its API and must be determined for each situation.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Microsoft Dynmics GP and Microsoft Dynamics 365 CRM make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.