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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Virtually Display Invo...
Microsoft Dynamics GP (Archived)

Virtually Display Invoice Data in Salesforce

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Posted on by Ballard 45

I am working with a team that has a very large active install of SalesForce  and will be upgrading to the lightening version in the very near future.  I need to know how to display sop sales & returns documents as well as receipts against those invoices for customers- so basically a view of the customer activity inquiry.  

In the past I have used Scribe to connect the two databases; however this client does NOT want to store any of the data from GP in SalesForce, they just want to view it.     Below is the request the SalesForce team made of me and I am not sure how to do this.  Can we do this with the web client?   I would truly appreciate any and all feedback.   Thanks

Typically how we have done this in the past with other external providers is, we are provided with a user id, password, client id, and client secret, which is used for authentication.  We then create an http request that contains the information needed by the source system to return the expected data, in this case the Invoice Number (unique key), and receive a JSON response with the data.  For the GET method, typically, it is a url structured like "https://.../invoice/id=?12345.

What we would like to know is: 

  • Does Dynamics GP have a similar implementation?
  • Is there any documentation with examples on how to retrieve the data?
  • Can a query be submitted to return specific data based on an id such as Invoice number?
  • Does Dynamic GP support REST/JSON?

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  • Suggested answer
    Patrick Roth Profile Picture
    Patrick Roth on at
    RE: Virtually Display Invoice Data in Salesforce

    Dynamics GP does have Web Services that you can call that will return various information.  It's been a good long while since I looked at those but I'm certain one of the methods would be to get a list of sales invoices or pull a specific invoice from the list.

    Otherwise, you could use a tool like PopDock from eOne.

    https://popdock.com

    It is essentially SmartList for any application that it can connect to (which is a lot).  And from the SF side, there is an embeddable widget that you can use to pull that data.

  • mm123 Profile Picture
    mm123 2,535 on at
    RE: Virtually Display Invoice Data in Salesforce

    Ballard, We have done a bi-directional integration between Salesforce & GP ( Quotes, orders, account , invoices & more)  using native API & web services custom framework for our customer, if you are interested we can help you for this integration . Please drop an email to learn more. samr(at)expsoltech(dot)com 

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