Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Can GP Business Portal...
Microsoft Dynamics GP (Archived)

Can GP Business Portal Provide Effective Support for Dynamics CRM 2011?

(0) ShareShare
ReportReport
Posted on by Rebecca Sharpe 145

I'm approaching the Design Phase of a Dynamics CRM 2011 implementation and am wanting to keep GP as the financial source of truth, and CRM as the source of truth for account and contact management; as well as keep costs down and use as much of what we have in place already as I can. I've heard of other companies using GP BP (which we have) which,  with the help of a SQL report a tab in GP BP, allows users to download and print copies of invoices and so on. This tab can be reached via a hyperlink set up in CRM. for example: 

Person buys product via CMS > CMS notifies CRM and an invoice is created in GP. GP send invoice > BP provides view > SQL report allows downloading and printing

The company performing our functional requirements is keen to create, and update events in CRM, which will trigger integration to GP. Create and update events in GP will trigger integration to CRM. Any Accounts integrated to Great Plains 2010 will be held (batched) in GP prior to the changes being committed to allow review by Finance staff. The Account GUIDs in CRM and the Debtor / Creditor ID in GP would be used for matching invoices from within CRM.

 

Am keen to hear people's thoughts so please share away! 

*This post is locked for comments

  • Mike Smith Profile Picture
    Mike Smith 6,840 on at
    Re: Can GP Business Portal Provide Effective Support for Dynamics CRM 2011?

    I'm unfamiliar with Business Portal's functionality behind this but would this not leverage the electronic forms delivery of Business Portal?  I thought that this was no longer supported on newer versions.  This will be vital to determine prior to moving forward with this plan.

    If this is the case, could you use a product that would render the invoices, deliver to the customer, and drop them to a defined SharePoint folder in a PDF format for each client and then somehow store the designated URL for that customer in CRM to provide access to the PDF storage location?

    The nice thing about this is that a saved PDF copy will be the exact same as delivered to the client and it would not require users to enter parameters within SRS for the given invoice.

    The other thing to consider with this is that is may save the costs of a Light User as I would think the PDF output isn't consuming GP data like an SRS report would (verify this with your partner!).

    Interested to see what other people's ideas are on this.

  • Andy Sather Profile Picture
    Andy Sather on at
    Re: Can GP Business Portal Provide Effective Support for Dynamics CRM 2011?

    We will need to open this up to the Community to answer.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans