Connect Microsoft Dynmics GP and Salesforce

Connecting Microsoft Dynamics GP and Salesforce for a company that uses both could support the transfer of financial or customer data between the systems. Such a connection could enable sales and finance teams to access relevant information from both platforms, allowing for more coordinated processes and more informed business decisions.

You can build this integration on the System2System platform. We design the connection between Microsoft Dynmics GP and Salesforce 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 Salesforce?

A company that uses both Microsoft Dynamics GP and Salesforce could benefit from connecting these systems to enable data exchange between financial operations and customer relationship management. Without such a connection, staff may need to enter the same information in both systems, increasing the risk of errors and consuming valuable time. This manual effort can result in records that do not match across systems, leading to inconsistencies and making it harder to get a reliable view of business performance. Decisions could be made based on outdated or incomplete information if data is not kept synchronized. If a connection were established, it could support the transfer of customer details, sales orders, invoices, payment records, and account status information between the two platforms. This would help keep both systems aligned and reduce the administrative burden. The specific data that can be exchanged depends on what each system exposes through its API, and is 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 Salesforce 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.