Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Microsoft Dynamics GP integration
Answer invoice, order and account questions in Tidio with Microsoft Dynamics GP data.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Microsoft Dynamics GP
Answer receivables questions
An invoice and its payment state from Microsoft Dynamics GP lets support answer without involving finance.
Check stock for a customer
Inventory levels in the ERP tell the agent whether a promise is safe to make.
Confirm account detail
The customer record shows terms and history, so the answer fits the account.
Escalate with the numbers
When finance is needed, the conversation arrives with the invoice already identified.
Overview
Microsoft Dynamics GP holds the customer account, the invoices, the receivables and the stock. It also tends to sit on a server nobody outside finance can reach, which is why support ends up emailing accounting to answer simple questions. A read path from Microsoft Dynamics GP into Tidio gives the agent the invoice and the balance while the customer is still in the chat. Posting stays in the ERP, where the rules live.
Key features
- Invoice and balance in the chat The ERP record instead of an email to accounting.
- Order and stock answers Inventory and purchase orders from the ERP, not a guess.
- A read path, not a rewrite Nothing is posted from the conversation by default.
- Fewer handoffs Support answers rather than forwarding to finance.
Microsoft Dynamics GP
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Microsoft Dynamics GP in minutes
1
Connect Microsoft Dynamics GP and Tidio
Because the ERP is on-premises, a small service inside your network reads it and posts to the Tidio API.
2
Expose the fields support needs
Invoice, balance, terms and stock. Payroll and general ledger detail stay out of it.
3
Keep posting in the ERP
Journals, credits and orders are created in Microsoft Dynamics GP, not from a chat.
Discover more integrations
All Integrations
Feed the numbers your conversations produce into the plans your finance team builds.
Bring support and demand signals from chat into the plans your business runs on.
Answer billing questions with the BlueSnap payment in view, and reach out when one fails.
Give agents the Braintree transaction behind every billing question, and act on disputes sooner.
Use the conversation as dispute evidence, and reach the customer before a case is decided.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Microsoft Dynamics GP integration
Our ERP is on-premises. Does this work?
Yes, with a service in the middle. Something inside your network reads Microsoft Dynamics GP, exposes only the fields support needs, and posts to the Tidio API. That is also the safer design, because the chat tool never touches the ERP and you control exactly what leaves it.
Can agents post a credit from a chat?
Not by default, and think hard before enabling it. Posting into Microsoft Dynamics GP affects the ledger and the audit trail. The usual pattern is that the conversation gathers the request, finance posts it, and the chat carries the reference back to the customer.
Is the Microsoft Dynamics GP integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Microsoft Dynamics GP integration.