Integrating monday.com with Microsoft Great Plains

Hello all! I’ve tried reaching out to monday, Zapier and Integromat without success. Our business uses Microsoft Great Plains and I introduced monday.com to them for another use case, but there is alot of redundant time and effort entering the information into both platforms. I’d love to be able to configure an integration where when a status from a board item changes to a specific selection, say “Reserved”, that a new entry is created into Great Plains.

Has anybody else here had a similar need or have you come up with a solution similar to this that you could share?

Thanks in advance!

Hey @bhowell and welcome to the community!

While we don’t have an internal integration with Microsoft GP yet, it is very interesting to read your feedback and use case.

In the meantime, you can still use our external integration with Zapier, that will help integrate monday.com with Microsoft GP.
Check out this article for a bit more information:
https://support.monday.com/hc/en-us/articles/115005934989-How-to-create-an-integration-using-Zapier

Here’s the integration I found for monday.com and Microsoft GP using Zapier:
https://zapier.com/app-directory/microsoft-dynamics-crm/integrations/monday

If you need more help with that feel free to send us an email at support@monday.com

Ron

1 Like

Hi Ron,

Thank you for these suggestions, unfortunately, I have already explored them and they do not work how we need them to.

We will continue to seek and hope for a better integration solution from monday.com.

Thank you,

Bryan

Hi @ronl, I just wanted to circle back on this to see if there were any updates on this integration? We actually have 2 seperate companies under the same umbrella, now using monday.com (I talked it up quite a bit and configured the existing tools in ways that proved worthy to my superiors), but I am truly hoping that integrating with Microsoft’s Great Plains can be elevated to at least a low-level priority from monday.com. Please consider, I may be the only current user requesting this feature, but Microsoft Great Plains is used by manufacturing/supply line companies, and I believe an easy to use integration with monday.com could really opening up alot of doors for monday to reach new customers in this industry.

Thank you again for hearing me.

Bryan

@ronl just wanted to shake the mouse this one to keep this conversation active. Has there been any consideration on an integration with Microsoft’s Great Plains?

Thank you.

Hey @bhowell !

welcome to the community!

For automating the accounting process and data storage, enabling Microsoft Dynamics GP (Great Plains) with monday com is the right option. With this integration, each account in your GP tool gets changed into board items on monday com, so monitoring the status of accounts and providing approvals can be simplified. The integration makes it easier for your accounting professionals to transfer payments, organize a large volume of numerical data, and track expenses with simple clicks. Moreover, due to bi-directional sync, your firm can reduce a lot of effort and time without entering the data into both platforms each time.

If you’re looking to integrate monday com with Dynamics GP, team up with a recognized monday.com Integration service provider. By using time-tested strategies, experts can connect two platforms with greater synchronization.

Regards
Neelam B
Damco Solutions
Phone: +1 609 632 0350 | Email : info@damcogroup.com

Hi Bryan

Have you made any progress on integrating with Microsoft Great Plains? We are also looking to integrate with GP.

Thanks Paul

@paul74flood unfortunately not. Our company’s leadership has looked for solutions elsewhere and we will most likely cancel our monday.com account. I had very much hoped for an integration but in the past 4 years since I’d put in this inquiry, it doesn’t seem like much of a priority for anyone to make this possible. Best of luck to you in your efforts Paul!

Thanks for the update, I appreciate you getting back to me.