Connectors / Integration
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.
Microsoft Dynamics GP + Microsoft Dynamics 365 integration
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.
Organizations that rely on Dynamics GP for financial and operational record-keeping while using Dynamics 365 for sales, customer service, or supply chain run into the same persistent problem: data entered in one system rarely makes it to the other in real time. Sales reps in Dynamics 365 may quote customers without any visibility into GP's current inventory levels or outstanding balances. Finance teams in GP may be unaware of deals just closed in Dynamics 365, delaying invoice creation and revenue recognition. Connecting both platforms through tray.ai lets businesses automate data flows in both directions — syncing customers, orders, invoices, product catalogs, and financial transactions — so every department works from accurate, current information. This is especially useful during ERP migration phases, where GP and Dynamics 365 must coexist and share data reliably without disrupting day-to-day operations.
Automate & integrate Microsoft Dynamics GP + Microsoft Dynamics 365
Automating Microsoft Dynamics GP and Microsoft Dynamics 365 business processes or integrating data is made easy with Tray.ai.
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.
- Eliminates duplicate customer records across GP and Dynamics 365
- Gives sales teams real-time access to credit limits and payment terms stored in GP
- Reduces manual re-entry and billing errors caused by mismatched customer data
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.
- Triggers GP invoice creation the moment a deal closes in Dynamics 365
- Ensures accurate line item and pricing data flows directly from CRM to ERP
- Reduces time-to-invoice and improves cash flow predictability
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.
- Prevents overselling by keeping Dynamics 365 product records aligned with GP inventory
- Lets sales reps make accurate delivery promises without leaving the CRM
- Reduces order cancellations and back-order incidents caused by inventory blind spots
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.
- Keeps vendor master data consistent across both GP and Dynamics 365
- Automates purchase order creation in GP from procurement actions in Dynamics 365
- Reduces AP processing delays by ensuring all liability data is captured in GP in real time
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.
- Maintains business continuity by keeping GP and Dynamics 365 in sync throughout the migration
- Automates staged data migration with built-in validation and error handling
- Reduces migration risk by allowing parallel operation of both systems until go-live
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.
- Eliminates manual financial data exports and consolidation spreadsheets
- Ensures leadership dashboards reflect current GP financial data within Dynamics 365
- Supports multi-entity reporting by consolidating subsidiary GP data into central Dynamics 365 records
Challenges Tray.ai solves
Common obstacles when integrating Microsoft Dynamics GP and Microsoft Dynamics 365 — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
Templates
Pre-built workflows for Microsoft Dynamics GP and Microsoft Dynamics 365 you can deploy in minutes.
Sync New Dynamics GP Customers to Dynamics 365 Accounts
Microsoft Dynamics GP Microsoft Dynamics 365 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.
Create Dynamics GP Invoice from Closed Dynamics 365 Opportunity
Microsoft Dynamics 365 Microsoft Dynamics GP 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.
Push Dynamics GP Inventory Levels to Dynamics 365 Product Catalog
Microsoft Dynamics GP Microsoft Dynamics 365 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.
Sync Dynamics 365 Purchase Orders to Dynamics GP for AP Processing
Microsoft Dynamics 365 Microsoft Dynamics GP 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.
Mirror Dynamics GP Payment Postings to Dynamics 365 Account Records
Microsoft Dynamics GP Microsoft Dynamics 365 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.
Scheduled Financial Summary Export from GP to Dynamics 365
Microsoft Dynamics GP Microsoft 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.
How Tray.ai makes this work
Microsoft Dynamics GP + Microsoft Dynamics 365 runs on the full Tray.ai platform
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