Adaptive Insights and Microsoft Dynamics Great Plains integrations and automations

Do everything in one place

Customize your Adaptive Insights and Microsoft Dynamics Great Plains integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Adaptive Insights
  • Custom report
    Custom report values in Adaptive Insights
  • Erase actuals
    Erase actuals in Adaptive Insights
  • Export configurable model data
    Export configurable model data in Adaptive Insights
  • Export data
    Export data in Adaptive Insights
  • Export modeled sheet
    Export modeled sheet in Adaptive Insights
  • Export object
    Export object in Adaptive Insights
  • Import object
    Import object in Adaptive Insights
  • Recalculate sheet
    Recalculate sheet in Adaptive Insights
  • Upsert object
    Upsert object in Adaptive Insights

    • Any other action you can think up

Microsoft Dynamics Great Plains
  • Apply document to invoice
    Apply document to invoice in Microsoft Dynamics GP
  • Create record
    Create record in Microsoft Dynamics GP
  • Create records in batches
    Create records in batches in Microsoft Dynamics GP
  • Custom action
    Custom action in Microsoft Dynamics GP
  • Get next document number
    Get next document number in Microsoft Dynamics GP
  • Search records using query
    Search records using query in Microsoft Dynamics GP
  • Update record
    Update record in Microsoft Dynamics GP

    • Any other action you can think up

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