Financial Clarity and CRM Efficiency

The CommonThread and Microsoft Dynamics Great Plains integration provides a powerful connection between your CRM workflows and your enterprise accounting solution. By automating data flow and uniting financial and operational systems, this integration ensures you spend less time on manual tasks and more time driving strategic decisions. Perfect for organizations managing complex transactions, it streamlines processes while delivering actionable insights.

Enhanced General Ledger Analysis and Reporting

Pull General Ledger transactions from Dynamics GP into CommonThread for in-depth analysis and customized reporting. Now, your team has the clarity needed to make informed financial decisions without toggling between platforms.

Seamless Payment Processing

Receive payments in CommonThread, and the integration automatically generates corresponding cash transactions in Dynamics GP. This eliminates double entry and ensures cash flow updates are reflected accurately in both systems.

Simplified Receivables Management

Easily create customer invoices, donor pledges and other receivables in CommonThread, which seamlessly translate into Accounts Receivable journal entries in Dynamics GP. This functionality keeps your financial records consistent and accurate without extra manual effort.

Automated Journal Entry Generation

Handle complex transactions like write-offs, adjustments, and more with ease. By entering transactions in CommonThread, journal entries in Dynamics GP are generated automatically, ensuring every financial action is recorded properly and promptly.

How the Integration Works

  • IdeaWeavers CommonThread
    One-Time Setup
    Connect Dynamics GP to CommonThread with a simple, secure setup process using tools like eOne SmartConnect or Microsoft Integration Manager.
  • IdeaWeavers CommonThread
    Configure Sync Settingss
    Customize which data points you’d like to sync, ensuring only the information you need is shared between systems.
  • IdeaWeavers CommonThread
    Automated Syncing
    Transactions initiated in CommonThread or Dynamics GP automatically flow into the corresponding system, keeping records aligned and up-to-date.
  • IdeaWeavers CommonThread
    Real-Time Financial Insights
    Use CommonThread’s powerful reporting tools to analyze synced data, providing your team with a holistic view of financial health and operational efficiency.