The Microsoft Dynamics GP CRM Integration offers a simple integration between Dynamics GP and CRM. It basically synchronizes the customers/accounts, items, pricing, orders, and invoices. The Dynamics GP CRM Integration is a good way to update your sales and customer service people with ERP activity in a system they’re used to; CRM.
It can take a little while to get the integration set up the way you want. But once set up, the integration runs automatically. You can selectively schedule when you want each touch point to synchronize.
The out-of-the-box integrations are basic but can be added to with an accompanying SDK. If this is too much for you, you can try out a couple of other ERP/CRM integration tools available, e.g. SmartConnect or Scribe.
The advantage of using an integration tool to connect your CRM and ERP system is that you can select your ERP and CRM systems interdependently to best meet you needs. If you choose a good CRM system that happens to have some accounting functionality or an ERP system that happens to have some CRM functionality, you may be cheating yourself by not choosing the systems that best meet your needs.
Here’s a quick video that shows this integration:
You can try it out yourself by starting a free trial at goERPcloud. Start right here:
About Rose Business Solutions
Founded in 1991, Rose Business Solutions is a leading business systems and implementation group in Southern California. It has assisted hundreds of small and mid-sized companies globally to implement Microsoft Dynamics applications either in the cloud or on-premise to become more productive, and profitable through the use of technology. With a highly skilled and experienced staff of certified accountants and industry professionals, Rose Business Solutions distinguishes itself from other value-added resellers on its high commitment to customer service. In 2000, it founded RoseASP, a division dedicated to hosting financial, accounting and customer relationship management solutions and related modules for the company’s clients and partners. For more information about Rose Business Solutions, visit www.rosebizinc.com.
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