Microsoft Dynamics GP Sales & CRM
The sales side of an ERP: quotes and pricing, order processing, customer and account management, post-sale service, and sales reporting on shared master data.
Microsoft Dynamics GP offers foundational sales capabilities suitable for basic needs. Advanced requirements typically need add-ons or third-party integrations.
What's in Microsoft Dynamics GP sales & CRM
The sales & CRM scope Microsoft Dynamics GP ships, grouped as the product itself organises it.
Field Service Returns Management4
Handles the setup, transaction, and reporting workflow for customer returns tied to field service items.
- Returns Management SetupConfigures Field Service Returns Management options prior to processing returns.
- Returns Transaction and Posting ProceduresProcesses and posts routine return transactions and maintains related records.
- Returns Inquiries and ReportsReviews return status and prints Field Service Returns Management reports.
Will Microsoft Dynamics GP meet your field service returns management needs? Build your requirements and perform a full analysis.
Build my requirements →Sales Order Processing9
Manages the full sales document lifecycle from quotes and orders through fulfillment, invoicing, and returns.
- Sales Order Processing SetupSets up document numbers, taxes, pricing methods, process holds, and credit-limit override approval workflow.
- Sales Document Type SetupConfigures quotes, orders, fulfillment orders, invoices, back orders, and returns as distinct document types.
- Sales Fulfillment WorkflowSets up fulfillment workflow status descriptions and picking instruction IDs for sales orders.
- Sales Transaction EntryEnters sales transactions and progresses documents through allocation, fulfillment, and purchasing.
- Sales Transaction ActivityTracks activity on in-process sales transactions across their document lifecycle.
- Sales Order Processing SetupSets up document numbers, taxes, pricing methods, process holds, and credit-limit override approval workflow.
- Sales Document Type SetupConfigures quotes, orders, fulfillment orders, invoices, back orders, and returns as distinct document types.
- Sales Fulfillment WorkflowSets up fulfillment workflow status descriptions and picking instruction IDs for sales orders.
- Sales Transaction EntryEnters sales transactions and progresses documents through allocation, fulfillment, and purchasing.
- Sales Transaction ActivityTracks activity on in-process sales transactions across their document lifecycle.
- Sales Inquiries, Reports, and UtilitiesReviews sales document status, prints related reports, and runs Sales Order Processing utilities.
- Customer and Substitute Item NumbersMaps customer-specific item numbers and substitute items for use on sales documents.
- Bulk Sales Document PrintingPrints all sales documents of a given type in a single batch operation.
Will Microsoft Dynamics GP meet your sales order processing needs? Build your requirements and perform a full analysis.
Build my requirements →Invoicing3
A standalone invoicing document type separate from full sales order processing, covering setup and transaction entry.
- Invoicing SetupSets general options, defaults, and advanced tax options for the standalone Invoicing document type.
- Invoicing Transaction Entry and ActivityEnters invoice transactions and tracks their subsequent activity, inquiries, reports, and utilities.
Will Microsoft Dynamics GP meet your invoicing needs? Build your requirements and perform a full analysis.
Build my requirements →The Microsoft Dynamics GP Evaluation Kit
An independent assessment of Microsoft Dynamics GP — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
Microsoft Dynamics GP Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Microsoft Dynamics GP independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so sales sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
Microsoft Dynamics GP Evaluation Kit
Microsoft Dynamics GP add-ons & integrations
Extend Microsoft Dynamics GP with best-of-breed software that integrates with it:
Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
 | ★★★ strong | Micro and small businesses — especially project-based service firms — that want ERP breadth without an implementation project | $24.90/user/mo | Hours to days (self-serve) |
Evaluating sales on Microsoft Dynamics GP
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
Microsoft Dynamics GP starts at $75/user/mo with a typical total cost of $40K–$200K and a 3–6 months implementation.
Full Microsoft Dynamics GP pricing breakdown →Microsoft Dynamics GP implementation partners
Firms with proven Microsoft Dynamics GP delivery experience — start here rather than an open RFP.
Inkey IT Solutions Pvt. Ltd.
PlatinumBoston, United States
Greetings for the day! Microsoft Dynamics 365 Business Central partner specializing in manufacturing and distribution companies with 50–500 employees across multiple industries. We specialize in tax, inventory, manufacturing, warehouse management, integrations and Business Central migrations. We work closely with our customers to design and deliver reliable, scalable technology solutions that solve real business challenges. With a strong focus on quality, clarity, and long‑term value, we ensure every engagement delivers measurable results. Our strenghts: =Business Central implementation =NAV → Business Central migration =QuickBooks → Business Central =Sage → Business Central =GP → Business Central =Manufacturing =Distribution =Warehouse management =Inventory =Financials =Power BI =Shopify/eCommerce integration =EDI =3PL integration =Payroll integrations =Microsoft 365 / Power Platform =Business Central support & managed services
Products: Dynamics 365 Business Central, Power Platform, Dynamics 365 Sales
View profile →
Itransition
PlatinumDecatur, United States
Itransition is an official Microsoft Dynamics Partner since 2008. The company expertise covers services in Dynamics 365, from consulting to implementation, customization and support. We specialize in delivering business applications on the Dynamics 365 platform across manufacturing, logistics and distribution, retail, and automotive, adding AI capabilities as needed to drive smarter decision-making and automate routine tasks.
Products: Dynamics 365 Finance, Dynamics 365 Business Central, Dynamics 365 Supply Chain Management
View profile →Microsoft Dynamics GP Sales & CRM FAQ
Does Dynamics GP have a real CRM, or just sales order processing?
Dynamics GP's 'CRM' surface is mainly sales order processing — quotes, orders, fulfillment, invoicing, and returns — rather than a dedicated contact and opportunity-pipeline CRM. Its module rating for CRM is basic; most GP customers pair it with Dynamics 365 Sales or a third-party CRM for pipeline management.
Does Dynamics GP handle field service returns?
Yes. Field Service Returns Management handles the setup, transaction, and reporting workflow for customer returns tied to field service items, within the broader sales/distribution area.
Can Dynamics GP manage the full order-to-cash cycle?
Yes. Sales Order Processing manages the full sales document lifecycle from quotes and orders through fulfillment, invoicing, and returns, tied to the same distribution and inventory data.
Is Dynamics GP's CRM function still recommended for new customers?
Since GP is in maintenance mode, new customers wanting proper CRM functionality are generally directed to Dynamics 365 Sales, which integrates with Business Central rather than legacy GP's basic order-processing-based sales tools.
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