Microsoft Dynamics GP + Microsoft Dynamics 365
Connect Microsoft Dynamics GP with Microsoft Dynamics 365 to Unify Your Business Operations
Bridge your on-premise ERP data with Dynamics 365's cloud capabilities to close data gaps, speed up processes, and keep every team working from the same source of truth.
Why integrate Microsoft Dynamics GP and Microsoft Dynamics 365?
Microsoft Dynamics GP and Microsoft Dynamics 365 are two of the most widely used business management platforms in the Microsoft ecosystem, yet many organizations run them side by side — creating costly data gaps between finance, operations, and customer-facing teams. Dynamics GP has long been the backbone of on-premise accounting and ERP workflows, while Dynamics 365 handles cloud-native CRM, sales, and field service. Connecting these two systems with tray.ai lets businesses automate the flow of customers, invoices, inventory, and financial records across both platforms without manual exports or duplicated effort.
Automate & integrate Microsoft Dynamics GP & Microsoft Dynamics 365
Use case
Bidirectional Customer Record Synchronization
When a customer account is created or updated in either Dynamics GP or Dynamics 365, tray.ai automatically mirrors that record in the other system — contact details, billing addresses, payment terms, and credit limits included. Sales reps and finance teams always work from consistent customer data, regardless of which platform they're in. Deduplication logic prevents duplicate accounts from being created during the sync.
Use case
Automated Sales Order to GP Invoice Conversion
When a quote converts to an order in Dynamics 365 Sales, tray.ai automatically creates a corresponding invoice or sales transaction in Dynamics GP — line items, pricing, and customer references included, no manual intervention required. This removes the bottleneck between closing a deal and creating the financial record, speeding up the order-to-cash cycle. Finance teams no longer have to wait on the sales department to start processing.
Use case
Real-Time Inventory Visibility for Sales Teams
Inventory quantities, stock locations, and product availability managed in Dynamics GP can be synced to Dynamics 365 on a schedule or triggered by events, giving sales and field service teams accurate stock data when quoting customers or promising delivery timelines. When inventory drops below a threshold in GP, tray.ai can update availability flags in Dynamics 365 to prevent overselling. This cuts down on customer disappointment and fulfillment errors caused by stale inventory data in the CRM.
Use case
Vendor and Purchase Order Synchronization
Purchase orders created or approved in Dynamics 365 Supply Chain Management can be automatically sent to Dynamics GP for financial tracking and payment processing, keeping procurement and accounts payable workflows aligned. Vendor master data in GP — payment terms, tax codes, banking details — can be pushed to Dynamics 365 to support procurement operations. This sync reduces the risk of duplicate payments, missed liabilities, and vendor data inconsistencies.
Use case
ERP Migration Data Bridging
For businesses migrating from Dynamics GP to Dynamics 365 Finance or Business Central, tray.ai acts as an integration layer that keeps both systems in sync during the transition, so operations don't grind to a halt. Historical data from GP — open invoices, customer balances, transaction history — can be progressively migrated and validated against Dynamics 365 records through automated workflows. This staged approach reduces cutover risk and gives finance teams confidence that nothing critical gets lost along the way.
Use case
Financial Reporting Data Consolidation
General ledger entries, trial balances, and financial summaries from Dynamics GP can be automatically pushed to Dynamics 365 Finance or connected reporting tools, giving leadership a consolidated view of financial performance without anyone compiling spreadsheets by hand. tray.ai can schedule periodic exports from GP and load them into Dynamics 365 or connected BI platforms so reports always reflect current data. This is particularly useful for organizations running GP at the subsidiary level and Dynamics 365 at headquarters.
Use case
Customer Payment and Receivables Sync
When payments are posted in Dynamics GP, tray.ai can automatically update the corresponding account records in Dynamics 365 to reflect cleared balances, so sales teams don't chase customers who've already paid. When payment commitments are captured in Dynamics 365 as part of a collections or service workflow, those notes sync back to GP for accounts receivable reference. This closed-loop connection improves cash flow visibility and reduces friction between AR and customer-facing teams.
Get started with Microsoft Dynamics GP & Microsoft Dynamics 365 integration today
Microsoft Dynamics GP & Microsoft Dynamics 365 Challenges
What challenges are there when working with Microsoft Dynamics GP & Microsoft Dynamics 365 and how will using Tray.ai help?
Challenge
Bridging On-Premise GP with Cloud-Based Dynamics 365
Dynamics GP typically runs on-premise or in a private hosted environment, while Dynamics 365 is a cloud SaaS platform. That architectural gap creates real connectivity headaches — direct API access to GP may require middleware or on-premise agents, and firewall restrictions often block standard outbound integration traffic.
How Tray.ai Can Help:
tray.ai supports flexible connector configurations that work with Dynamics GP's eConnect API and OData services, including secure on-premise agent setups where direct cloud connectivity isn't an option. The workflow engine handles the complexity of bridging these environments, so teams don't need to build or maintain custom middleware to keep both systems in sync.
Challenge
Data Model Differences Between GP and Dynamics 365
Dynamics GP and Dynamics 365 use fundamentally different data schemas. GP's table structure reflects its legacy SQL-based ERP design, while Dynamics 365 uses a modern entity-based Common Data Model. Field names, relationship structures, and data type formats differ enough that direct record mapping is error-prone without careful transformation logic.
How Tray.ai Can Help:
tray.ai's visual workflow builder has field mapping, format conversion, conditional logic, and lookup tables built in, so teams can translate GP's data structures into Dynamics 365-compatible formats with precision. Custom JavaScript or JSONPath expressions handle complex transformation scenarios without requiring developer involvement for every mapping change.
Challenge
Avoiding Duplicate Records During Bidirectional Sync
When data flows in both directions between GP and Dynamics 365, duplicate records are a real risk if the integration doesn't have solid matching and deduplication logic. A customer created in GP could generate a duplicate account in Dynamics 365 if one already exists — and vice versa — leading to reporting inconsistencies and operational confusion.
How Tray.ai Can Help:
tray.ai workflows can be configured to run pre-sync lookups, querying the target system for an existing record before creating a new one using shared identifiers like GP customer IDs or Dynamics 365 account numbers. Conditional branching logic ensures existing records are updated rather than duplicated, and conflict resolution rules can be tailored to define which system's data takes precedence when mismatches are detected.
Challenge
Managing API Rate Limits and Batch Volume During High-Volume Syncs
Dynamics 365's API enforces rate limits and concurrent request caps that can cause integration failures when large volumes of records are processed at once — think end-of-month financial exports or bulk customer imports. GP's eConnect API has its own performance constraints that must be respected to avoid timeouts and partial data loads.
How Tray.ai Can Help:
tray.ai's workflow engine has built-in throttling controls, retry logic with exponential backoff, and batch processing capabilities that break large data syncs into manageable chunks and execute them at a pace both platforms can handle. Automated error handling ensures failed records are logged, retried, and surfaced for review without interrupting the broader sync.
Challenge
Maintaining Data Integrity During ERP Migration Transitions
Migrating from Dynamics GP to Dynamics 365 means running both systems simultaneously for a period of time while business processes gradually shift over. During that window, inconsistent data — partially migrated customers, duplicate open invoices — can cause serious operational and financial discrepancies if the integration layer isn't carefully managed.
How Tray.ai Can Help:
tray.ai can act as a controlled integration and migration orchestration layer during the transition, applying validation rules, transformation logic, and record-matching to keep data integrity intact across both systems. Detailed logging and alerting give migration teams full visibility into every record processed, making it straightforward to catch and fix discrepancies before they affect financial reporting or customer service.
Start using our pre-built Microsoft Dynamics GP & Microsoft Dynamics 365 templates today
Start from scratch or use one of our pre-built Microsoft Dynamics GP & Microsoft Dynamics 365 templates to quickly solve your most common use cases.
Microsoft Dynamics GP & Microsoft Dynamics 365 Templates
Find pre-built Microsoft Dynamics GP & Microsoft Dynamics 365 solutions for common use cases
Template
Sync New Dynamics GP Customers to Dynamics 365 Accounts
Automatically creates or updates account records in Dynamics 365 whenever a customer is added or modified in Dynamics GP, so CRM teams always have current customer information from the ERP.
Steps:
- Trigger on new or updated customer record in Dynamics GP via polling or webhook
- Map GP customer fields (name, address, payment terms, credit limit) to Dynamics 365 account fields
- Check for existing Dynamics 365 account using GP customer ID to prevent duplicates
- Create new account or update existing account in Dynamics 365 with mapped data
- Log sync result and send alert on failure for error visibility
Connectors Used: Microsoft Dynamics GP, Microsoft Dynamics 365
Template
Create Dynamics GP Invoice from Closed Dynamics 365 Opportunity
When an opportunity reaches won status in Dynamics 365 Sales, this template automatically generates an invoice or sales transaction in Dynamics GP with all associated line items, quantities, and pricing pulled from the opportunity record.
Steps:
- Trigger on opportunity status change to 'Won' in Dynamics 365
- Retrieve opportunity line items, pricing, and linked account details from Dynamics 365
- Look up or create corresponding customer in Dynamics GP using the Dynamics 365 account ID
- Map opportunity products and pricing to GP invoice line items
- Create sales invoice in Dynamics GP and write back the GP invoice number to the Dynamics 365 opportunity record
Connectors Used: Microsoft Dynamics 365, Microsoft Dynamics GP
Template
Push Dynamics GP Inventory Levels to Dynamics 365 Product Catalog
Periodically syncs product quantities and availability status from Dynamics GP to the product catalog in Dynamics 365, so sales teams have accurate stock data when creating quotes or orders.
Steps:
- Schedule trigger to run at defined intervals (e.g., hourly or on GP inventory update events)
- Query Dynamics GP for current inventory quantities and availability by product SKU
- Match GP product records to corresponding products in Dynamics 365 by SKU or item number
- Update quantity on hand and availability flags in Dynamics 365 product records
- Flag and notify when GP inventory drops below defined thresholds to trigger restocking workflows
Connectors Used: Microsoft Dynamics GP, Microsoft Dynamics 365
Template
Sync Dynamics 365 Purchase Orders to Dynamics GP for AP Processing
Automatically transfers approved purchase orders from Dynamics 365 Supply Chain or Finance to Dynamics GP so the accounts payable team can process vendor payments without waiting on manual data entry.
Steps:
- Trigger on purchase order approval event in Dynamics 365
- Retrieve full PO details including vendor, line items, quantities, and agreed pricing
- Validate vendor existence in Dynamics GP; create vendor record if not found
- Create purchase order in Dynamics GP mapped from the Dynamics 365 PO data
- Update Dynamics 365 PO with GP reference number for cross-system traceability
Connectors Used: Microsoft Dynamics 365, Microsoft Dynamics GP
Template
Mirror Dynamics GP Payment Postings to Dynamics 365 Account Records
When a customer payment is posted in Dynamics GP, this template updates the associated account in Dynamics 365 to reflect the cleared balance, so customer-facing teams don't follow up on already-paid invoices.
Steps:
- Trigger on payment posting event in Dynamics GP receivables module
- Retrieve payment details including customer ID, invoice reference, and amount applied
- Look up the corresponding account in Dynamics 365 using the GP customer identifier
- Update outstanding balance or payment status field on the Dynamics 365 account or related activity record
- Log transaction for audit trail and alert on any unmatched customer references
Connectors Used: Microsoft Dynamics GP, Microsoft Dynamics 365
Template
Scheduled Financial Summary Export from GP to Dynamics 365
On a defined schedule — daily, weekly, or monthly — this template exports general ledger summaries and financial metrics from Dynamics GP and loads them into Dynamics 365 Finance or a connected reporting entity for consolidated visibility.
Steps:
- Schedule trigger at defined reporting interval (daily close, weekly, or month-end)
- Query Dynamics GP general ledger for period transactions, balances, and account summaries
- Transform and map GP financial data to the Dynamics 365 Finance data model or custom entity
- Upsert financial records in Dynamics 365, tagging each record with source entity and period
- Notify finance stakeholders of successful load or surface errors for reconciliation review
Connectors Used: Microsoft Dynamics GP, Microsoft Dynamics 365