Maximize the Potential of your Microsoft Dynamics GP and Microsoft Dynamics 365 Customer Engagement Systems with a Full Integration

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Microsoft Dynamics solutions offer complete and scalable systems allowing you to manage your business and carry out all your tasks and activities: Microsoft Dynamics GP is a financial system known for its stability and robustness, while Microsoft Dynamics 365 Customer Engagement offers a flexible client relationship management platform.

In his book Hit Refresh: The Quest to Rediscover Microsoft’s Soul and Imagine a Better Future for Everyone, Microsoft CEO Satya Nadella describes his vision for “One Microsoft” in these words: “Innovation and competition don’t respect our silos, so we have to learn to transcend those barriers.”

This vision goes forward with a complete integration. By integrating your ERP and CRM systems, you maximize the potential of each. JOVACO’s GP-CRM connector links your systems and gathers together all the data stored within them to make it accessible to all users. This way, everyone has access to only one version of the truth across your entire organization.

Moreover, you do not have to acquire a new ERP system to benefit from an integrated solution. The GP-CRM connector offers the flexibility to be deployed in your current installations, whether they are cloud-based or on premise. This allows you to work in hybrid mode in order to benefit from this integration without requiring any substantial investment.

You can even choose in what direction you want the data to circulate: from GP to the CRM or vice-versa, or even bidirectionally. Many integration points have been created to make this possible:

  • Accounts/Contacts
  • Orders
  • Invoices
  • Submissions
  • Clients/Suppliers
  • Etc.

An out-of-the-box connector integrates key settings, functionalities and modules between Dynamics GP and Dynamics 365 without having to recreate entities and links in either one of these systems. It also facilitates future migrations and avoids issues typical of custom integrations, which require more time and resources to maintain since the integration has to be updated to reflect modifications made to a field. Custom integrations can also make it more difficult to identify the exact cause when an issue arises.

As an integration specialist, JOVACO’s vision is that of a fully integrated system allowing a continuous flow of information between the ERP and CRM components of the system. By connecting operational details to finances and by centralizing all data, organizations benefit from real-time visibility on all aspects of their business.

For more information, read our article to find out Why You Should Integrate Your Financial System to Microsoft Dynamics CRM and learn more about the benefits of an integration between your Dynamics GP and Dynamics 365 from the point of view of 4 different key members of your organization.

By JOVACO Solutions, Microsoft Dynamics integration specialist in Quebec

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