Why Integrate Dynamics 365 to Dynamics GP?

By Ryan Talsma, CRM Product Manager

It is pretty much accepted that all businesses should have some form of a CRM system. However, many of these businesses are still far from maxing out the benefits that a CRM system can bring. The biggest gap that I see when reviewing customers’ systems, is that they could immediately get a very large return on their investment from integrating their CRM system with ERP.

The Non-Integrated Sales Process

To illustrate this point, let’s look at what a standard, non-integrated sales process looks like:

  • For many businesses, information is first entered into some form of a quoting process whether it’s hand written sales order, quoting system, word templates, etc.
  • The sales person then needs to enter the new customer and sales order into a Sales Management System of some kind (Excel, CRM Database, or even an electronic or hard copy filing system).
  • Next, an admin typically takes that new customer and sales order and enters it into an Accounting or Billing system. All the while the sales person has lost complete visibility and cannot verify on his own that the sales information was entered accurately, if it at all.
  • Finally, when a change inevitably occurs to the customer information in either system, dual entry is then required again to keep both systems up to date, or even worse, we see all the time that the other system is not updated at all.

After it’s all said and done, the same information may have been entered as many as 3 times by the time the customer receives the invoice, with next to no visibility across business units. Needless to say, this is a very tiring, expensive, and inefficient system, however it is still very common within the CRM and ERP community today.

The Integrated Sales Process

  • Customer/sales engagement information entered one time into Dynamics CRM/365.
  • The integration then automatically transfers data from Dynamics CRM/365 to GP immediately, eliminating double entry and ensuring complete accuracy.
  • Information is now available immediately within GP to generate invoices for the customer, which can then be automatically tied back into Dynamics 365 and related to the customer/sales order.
  • And finally, should a change occur in the future within either system, the other is automatically updated immediately.

Why Integrate Dynamics 365 and Dynamics GP

In summary, the primary benefits obtained from building an integration between Dynamics 365 and Dynamics GP are increased visibility, accuracy, efficiency, and ROI.

Data is entered 1 time, and is immediately pushed into the integrated systems. In this scenario, you don’t have to worry about your data being entered correctly as it moves through the system, as it is automatically integrated and no duplicate entry is required, eliminating the user error that goes along with re-entering this data. Obviously, this greatly increases efficiency as well by significantly reducing the amount of effort and hours required to maintain these systems, which is where we see our customers immediately see the return on their investment.

Long term, you can expect to see this have a positive increase in sales as well. With an integrated system, you have now empowered your sales force by providing them the most up to date data all within one familiar tool, allowing them to make well informed strategic decisions.

As a final takeaway, I have also included a graphic that shows the Scribe Starter Pack integration. Over the years, Scribe has been our go to tool for integration software. These integrations can be very flexible, both at an entity and field level, but this is essentially what you can expect out of the box:

Have additional questions on how you may be able to integrate your existing GP system with either an existing or new subscription to Dynamics CRM/365? Don’t hesitate to reach out to us, we’d love to hear from you and discuss how we can help!

About Ryan Talsma:

Ryan Talsma is the CRM Product Manager at InterDyn BMI, who has previously spent time as a functional, technical, and support consultant. Ryan has extensive experience in CRM installs, upgrades, IFD/AD FS implementations, JavaScript, workflows, solution architecture, and implementing Microsoft Dynamics CRM Online as well as On Premise. 


Time to Upgrade & Move to the Cloud

For a limited time, InterDyn BMI will include moving your upgraded version of Dynamics GP into the cloud.

If you want the power, flexibility and security to run your business anywhere, it is time to take the step forward and turn to the cloud. Let us help you lower your Total Cost of Ownership (TCO), realize a quicker Return on Investment (ROI) and reduce the cost of running your business with the best cloud solution for you.

Step 1: Upgrade GP

Step 2: Move to the Cloud

Step 3: Test in the Cloud

Step 4: Connect to the Cloud

Contact us today for your upgrade quote which will include your move to the cloud.*

* Monthly recurring hosting or managed services fees not included.
A quote will be provided. Offer ends April 15, 2017.

GP 2018: What’s Next?

By Bryan Wilton, President

GP 2018, the next full release of Dynamics GP, is targeted to release in December of 2017. Everything seems to be “epic” now:  movie trailers boast upcoming features as epic, television shows use the same to describe next week’s episode and the political arena has found lots of uses for ‘epic this’ and ‘epic that’. Not to be left out, GP 2018 will focus around epic stories, which should be fun. A few of those epic highlights are:

  • Optimize Financials and HR/Payroll with more features
  • Comprehensive Doc Attach
  • Power “Suite” Evolution
  • User Experience-everything and anything a user wants to make their job easier
  • Workflow 3.0.

Watch for more information as we learn just how epic Dynamics GP 2018 will be!

Contact us to learn more about Microsoft Dynamics GP.

We Are Attending GPUG Amplify: Will We See You There?

Join InterDyn BMI, your Dynamics GP peers and the Microsoft Dynamics GP Product team at GPUG Amplify taking place March 20-22 at the Anaheim Marriot located in Anaheim, CA. GPUG Amplify is quickly evolving into THE conference for decision-makers all across the Dynamics GP landscape and you can save money by registering today!

What can you expect from GPUG Amplify?

  • Industry-specific educational breakouts
  • Access to Microsoft Support Desk and Microsoft-led educational sessions
  • Learning opportunities from the most sought after Dynamics GP end users and InterDyn BMIs
  • Numerous independent software vendors showcasing their latest solutions and creative capabilities
  • Dedicated networking opportunities
  • NEW in 2017: Dedicated sales/marketing workshop on Monday, exclusive to Dynamics GP InterDyn BMIs
  • Opening Keynote session/Expo Reception for users/InterDyn BMIs on Monday afternoon

At InterDyn BMI, it’s our goal to help you become more successful, both individually and as an organization. This is why we are encouraging you to take advantage of resources and tap into the breadth of knowledge shared by Dynamics GP Experts and the Microsoft team at GPUG Amplify. Register today!

We have negotiated a 10% savings for our clients to attend.  Simply use this code during registration:  10BMI

Please let Kim.Peterson@InterDynBMI.com know if you are coming.  We are planning a dinner get together while at the conference.

Tip: Join us as a member of the Dynamics GP User Group (GPUG) to save money on your conference registration!