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Microsoft Dynamics GP, Microsoft Dynamics CRM together can help improve employee productivity, customer satisfaction, and company performance

Both Microsoft Dynamics GP and Microsoft Dynamics CRM are powerful business-management solutions that can empower people and organizations by allowing easy access to information where and when people need it. When integrated, the latest versions of these two solutions offer even more promise for business success. Together, they help you equip your organization with a complete view of customer information and broad, deep business management capabilities. In addition, both are integrated with the Microsoft Office System, and both are designed for rapid implementation, customization, and maintenance. Explore the topics and illustrations on this page to better understand how these products can help take your business forward.

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Benefit from solutions designed to share vital information

Microsoft Dynamics CRM and Microsoft Dynamics GP can share more than a dozen types of specific information including:

  • Item and product information including location and availability
  • Customer buying preferences, purchase patterns, and payment history
  • Forecasting and planning activities that help project revenue and growth
  • Inventory quantities
  • Orders, including status
  • Invoices, including status
  • Price level

Screen illustration: Customer information entered into Microsoft Dynamics CRM can be accessed and modified in Microsoft Dynamics GP. Because data is shared, changes made in either application are reflected in both.

Rely on Microsoft tools and service to customize your solution

To make things work even more smoothly, Microsoft offers an integration tool that IT administrators or your Microsoft partner can use to fine-tune integration, customize integration points, and ensure that connections are implemented quickly, easily, and effectively.

Screen illustration: Meet specific integration needs by mapping data points. Efficiently customize integration between Microsoft Dynamics CRM and Microsoft Dynamics GP, overriding default integration settings when needed.

Provide an efficient work environment that uses familiar tools

Microsoft Dynamics GP and Microsoft Dynamics CRM not only were designed to work with each other, but together they work with Microsoft Office System tools. This powerful combination of Microsoft applications helps employees work together comfortably and efficiently by allowing them to easily access information from software they already know. This integration offers businesses several key advantages including:

  • Sales teams can make customer information available to all employees company-wide by entering information into Microsoft Dynamics CRM or Outlook 2003.
  • Marketing teams can import customer information from Microsoft Dynamics CRM into Word 2003 and Microsoft Office Publisher to create personalized collateral.
  • Accounting teams can import information—from sales commissions to outside reporting service data—into Microsoft Dynamics GP using Microsoft Office Word 2003 and Microsoft Office Excel 2003.
  • Accounting teams can quickly run a query using Microsoft Dynamics GP, and then export data to Excel 2003 for further analysis.

Microsoft Dynamics solutions are designed to be easily upgraded and customized, either in-house by the IT department, or by a technology partner.

Increase customer satisfaction and retention

Your sales, consulting, and service teams need to ensure that customer needs are met. Microsoft Dynamics CRM can be their key tool to meet this objective. Other lines of business keep the organization moving, using Microsoft Dynamics GP as a business-management solution. Integration helps sales staff, as well as financial managers or warehouse workers, to serve customers efficiently.

For example, when a sales associate creates an order in Microsoft Dynamics CRM, entering pricing, product and quantity information, the order populates a sales transaction entry in Microsoft Dynamics GP, allowing accounting or sales managers to view the entry. Inversely, the accounting team can change customer information—for example, credit status—into a customer maintenance page in Microsoft Dynamics GP, which carries that change to Microsoft Dynamics CRM, where sales and service people can see it and take appropriate action the next time they interact with the customer. Such real-time data exchange allows all of your people to serve customers better and be more effective in pursuing personal and organizational goals.

Improve decision making and uncover more sales opportunities

When Microsoft Dynamics CRM and Microsoft Dynamics GP are integrated, managers can communicate effectively using consistent and relevant information. This helps them react to market trends quickly, confidently, and wisely.
Integration also provides opportunity for increased sales. Quick access to the customer database through Microsoft Dynamics CRM and comprehensive access to product and delivery information in Microsoft Dynamics GP helps sales teams collaborate and respond to customer needs with greater immediacy.

  • Consolidation of information helps create a team environment. Salespeople can share client information easily and take responsibility for accounts.
  • Business information from Microsoft Dynamics GP and Microsoft Dynamics CRM helps sales and marketing understand the outcome of sales and marketing campaigns, helping them plan more effective campaigns for the future.
  • Analytical review of customer and sales information from Microsoft Dynamics CRM and Microsoft Dynamics GP can uncover new market trends, customer preferences, and sales opportunities.

Next steps

  • Find a local certified Microsoft partner: From planning to implementation to customization and support—Microsoft partners deliver products and service to help you realize the full value of Microsoft Dynamics solutions and other Microsoft technologies.
  • Contact us to request more information, get help finding a local partner, and find the best Microsoft Dynamics solution for your business.
Microsoft Dynamics™ is a trademark of Microsoft Corporation.