Improve Operations With Salesforce Dynamics GP Integration — AppShark

Avril Payne
5 min readDec 17, 2020

Surviving in today’s competitive world requires businesses to efficiently utilize available resources and take appropriate strategic decisions- and above everything effectively manage operational costs. To prevent wastage of resources and its impact on operational costs, it is important for businesses to consider solutions that help regularize and automate workflows. Business process automation has thus emerged as a means that help businesses carry out multiple tasks without the need for any manual input ( that has all along required human and other additional resources ). IT departments in companies have switched to extensively use automation to efficiently handle technology resources and optimize overall resource utilization. Integrating powerful applications that handle core business functions such as operations, sales, and service is a popular strategy chosen by businesses to pursue business automation and achieving operational efficiencies. Let us discuss the integration of Salesforce CRM and Microsoft Dynamics GP in this light before everything consider the following-

“..Studies Show That Global Tech Market Growth Will Slip To 3% In 2020 And 2021 … and more focus on investments to cut business operating costs….’ -Forrester. This coupled with the following points, lays more emphasis on the need for businesses to embrace change-

  • Increased remote work has underscored the importance of effectively using and relying on human capital alone.
  • The pace of growth in digital transformation is actively driven by both customer and business demands.
  • Customers seek instant gratification through real-time updates and automated services.
  • Development of online collaborative tools that help increase productivity and output by extending web-enabled, and platform-independent access to files.

An intuitive integrated management solution that consolidates all process endpoints into a single platform that can significantly reduce resource costs and gain better management and monitoring capabilities. With such a system in place users across different groups and departments can easily make required changes without relying on fellow teams/resources for information exchange alone.

Typically when businesses step into digital transformation, the objective is to gain efficiencies and visibility in critical business processes. Most of these processes form the skeletal structure of how the business runs and hence are powered by robust feature-rich applications. The enterprise resource planning (ERP) software and customer relationship management (CRM) software applications are those core applications that help businesses gain that control and visibility. While the ERP application aims to simplify and centralize business processes within an enterprise including order history, planning and scheduling, and other data-driven workflows; CRM systems help manage customer data, purchases, and contact information invaluable for sales and marketing teams and provide better customer insights. Considering the roles of these vital applications and their roles in a given business; it is possible to leverage their functionality and performance levels when they function as a single cohesive unit.

Salesforce and Microsoft Dynamics GP -

Microsoft Dynamics GP is an ERP and complex accounting system with functionalities that help businesses handle financial management, supply chain management, inventory and operations, sales and service, field service, human resources, payroll, business intelligence, and reporting. It can help support and streamline most business processes and is a part of the Microsoft Dynamics ERP offers.

In contrast, Salesforce CRM solutions help businesses deal with supporting, converting, and attracting customers through a defined approach to relationship management. Such CRM solutions help and ensure that the crucial sales, service, IT, and marketing teams work in tandem to provide superior customer service and gradually help business growth.

Integrating Salesforce and Dynamics GP-

Both Salesforce CRM and Microsoft Dynamics GP focus on the purposes of automating key functions of a given business. Together these two applications bring in the required ammunition for businesses to boost their efficiencies by eradicating cross-application data entry redundancies, increased data visibility, reduced financial risks, and improved decision-making. Businesses that choose the path of integration have proven track records of having handled challenges of inventory, customer management, and changes in process flows. They particularly have a competitive edge because there is no more disconnect between teams and inefficiencies that suck up time and waste resources.

An integrated system prepares businesses and helps them work with a strategy that is prudent cost-wise; handle unforeseen operational hurdles by forging a strong foundation of existing processes.

Also Read: The Complete Guide to Salesforce Integration

Benefits of Salesforce Integration with Dynamics GP-

Integrating Salesforce and Microsoft Dynamics GP integration brings the following benefits to the table-

1.There are no more repetitive data entries in systems-

Post integration populating a single record mapped to that of its equivalent in the corresponding application eliminates duplication. Accurate real-time data pertaining to a single record can be shared across teams easily.

2. Automate regular business processes-

Routine workflows can be identified and can be scheduled to be triggered in an integrated system. Hence the risks associated with manual entry of routine tasks are eliminated.

3. Increased information visibility-

With relevant records and data being shared across teams, there are no more unnecessary dependencies on support teams for critical information sharing. This cuts down on the communication cycle with increased data transparency between teams.

4.Decreased financial implications-

Third-party integration service providers handle the integration and the additional upgrades/ customizations that come as a package. Further, most of these operations are also cloud-managed. Therefore costs of specific hardware upgrades and technology for changed requirements are eliminated.

5.Helps informed decision making-

The business and management can access reports and analytics anytime and since the data flows are structured and defined, the chances of insights going wrong are minimal.

As seen above, creating a connection between Microsoft Dynamics GP and a powerful CRM like Salesforce translates to data transparency and sharing across systems while working on creating an enmeshed ecosystem of applications for a business to function at optimal efficiency. Now the challenge for businesses that seek the right integration solution and work on business extensibility lies in their ability to find the right custom integration solution provider.

However, it is also important that this integration is done right and carried out without hampering the existing scheme of operations and transition without data loss and missteps that lead to catastrophic errors. And hence the choice of the right integration partner is key.

Why Choose AppShark?

AppShark is both a Salesforce Gold Consulting Partner and a Product Development Partner based in Dallas, Texas. Our implementation process which includes customization, set up, and configuration — has been perfected through the many years served in the Salesforce industry. Our software integration services including strategy, development, and management to enable a continual flow of information from the cloud, premise to premise, or from cloud to premise platforms.

Contact us for your Salesforce Integration Needs.

Originally published at on December 17, 2020.



Avril Payne

Marketing Specialist at AppShark Software Solutions