CRM to GP Integration
Two way integration between the Dynamics CRM Sales Module and the Dynamics GP Sales Order Processing module and Receivables management Module.
- Integrates to GP at the CRM Invoicing level to the Dynamics GP Sales Order Processing module. Quotes and Orders are tracked by the sales team in Dynamics CRM.
- Then, when sales are closed, Quotes become Invoices within Dynamics CRM. Using Dynamics CRM workflow, Invoices are then transferred to Dynamics GP and marked as "Transferred" in Dynamics CRM.
- Invoices are transferred as "Work" invoices within the Dynamics GP Module so that they can be checked by accounting staff before posting to the Receivables and General Ledger modules.
- Customers (New Accounts) added in Dynamics CRM are automatically added to Dynamics GP.
- This integration is a two-way integration between the two Dynamics products. Dynamics GP updates Dynamics CRM with Customer address changes, and Account balance information.
- The product is easy to install, allows for Dynamics CRM and Dynamics GP to be on different servers. Also allows for Discounts and taxes on invoices within Dynamics CRM.
Allow your Sales people to fully track and maintain their sales pipeline within wholly within Dynamics CRM - the way it was designed. Then, allow accounting to take care of their responsibilities in the controlled environment of Dynamics GP, without re-keying in an online, real-time environment.
