Microsoft Dynamics 365 CRM Integration | Gravity Software

Connect Microsoft Dynamics 365 CRM with Gravity Software

Connect Microsoft Dynamics 365 CRM with Gravity Software

If your sales team relies on Microsoft Dynamics 365 CRM (Dynamics 365 Sales or Customer Engagement), your accounting system shouldn't operate in a separate silo.

Gravity Software connects your financial operations with Microsoft Dynamics 365 CRM, giving finance and sales teams access to consistent customer information while reducing duplicate data entry and improving visibility across the organization.

Built natively on the Microsoft Power Platform, Gravity extends your Microsoft investment by creating a connected business platform for finance, sales, customer service, reporting, and automation.

See how Gravity Software works

See how Gravity Software works

Whether you're replacing legacy accounting software or looking to extend your Microsoft Dynamics 365 CRM investment, this seven-minute overview introduces Gravity Software's modern accounting platform. Discover how organizations manage multiple entities, automate financial operations, connect with Microsoft business applications, and gain real-time insights—all on the Microsoft Power Platform.

Watch the 7-minute highlights video below.

Benefits of integrating Gravity with Microsoft Dynamics 365 CRM

Benefits of integrating Gravity with Microsoft Dynamics 365 CRM

Integrating Microsoft Dynamics 365 CRM with Gravity Software helps eliminate disconnected systems and creates a more connected, efficient organization. By bringing together customer relationship management, financial management, reporting, and business automation on the Microsoft Power Platform, your teams gain access to accurate, real-time information that improves collaboration, streamlines processes, and supports better business decisions.

Whether you're managing multiple companies, expanding your operations, or looking to maximize your Microsoft technology investment, Gravity Software helps unify your business on a single cloud platform.

1

Unified Customer Information

Maintain a consistent customer record across CRM and accounting while reducing duplicate entry.

2

Connected Sales & Finance

Improve collaboration between sales, finance, and customer service with shared business data.

3

Microsoft Power Platform

Gravity is built natively on the Microsoft Power Platform, allowing seamless integration with Dynamics 365 CRM, Power BI, Power Automate, Teams, and Microsoft 365.

4

Better Business Decisions

Gain real-time visibility into sales, customer, and financial performance with integrated data that supports faster, more informed decision-making.

A connected
Microsoft business platform

A connected
Microsoft business platform

Instead of managing disconnected applications, organizations can create a connected Microsoft business platform that brings together customer relationship management, financial management, reporting, collaboration, and business automation.

Built natively on the Microsoft Power Platform, Gravity Software works seamlessly with Microsoft technologies to help organizations eliminate data silos, streamline workflows, and improve visibility across the business.

Gravity Software works seamlessly with Microsoft technologies, including:

Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Customer Service
Microsoft Dynamics 365 Marketing
Microsoft Power BI
Microsoft Teams
Microsoft Power Automate
Microsoft 365
Microsoft Copilot
SharePoint

Together, these Microsoft solutions enable information to flow across departments while allowing each team to continue using the applications designed for their role.

Why organizations choose Gravity with Microsoft Dynamics 365 CRM

Why organizations choose Gravity with Microsoft Dynamics 365 CRM

Organizations that connect Microsoft Dynamics 365 CRM with Gravity Software eliminate disconnected systems and create a more efficient, data-driven business. By bringing together customer relationship management, financial management, reporting, and workflow automation on the Microsoft Power Platform, teams can improve productivity, strengthen collaboration, and gain greater visibility across the organization as they grow.

1

Eliminate Duplicate Data Entry

Reduce manual maintenance between accounting and CRM.

2

Improve Customer Visibility

Finance and sales teams access accurate customer information across departments.

3

Automate Business Processes

Use Microsoft Power Automate to streamline approvals, notifications, and workflows across CRM and accounting.

4

Strengthen Executive Reporting

Combine operational and financial data using embedded Microsoft Power BI dashboards.

5

Scale with Confidence

Support growing organizations managing multiple companies, business units, or subsidiaries.

Building a connected
Microsoft business platform

Building a connected
Microsoft business platform

When InsurHealth Affinity Group launched its national healthcare network, the organization wanted more than accounting software. Leadership needed a Microsoft-based platform that could connect financial management with customer relationship management as the business expanded.

By implementing Gravity Software's multi-entity accounting platform alongside Microsoft Dynamics 365 CRM, InsurHealth created an integrated solution for managing financial operations, member relationships, recurring subscriptions, and future growth—all within the Microsoft ecosystem.

Today, Gravity supports financial operations across InsurHealth Affinity Group and several affiliated organizations while Microsoft Dynamics 365 CRM helps manage member and business relationships from the same Microsoft platform.

Read the Customer Success Story →

Built for the
Microsoft Power Platform

Built for the
Microsoft Power Platform

Gravity Software is built natively on the Microsoft Power Platform, enabling organizations to connect accounting, customer relationship management, workflow automation, business intelligence, and collaboration within a unified Microsoft ecosystem. Instead of relying on disconnected applications or third-party middleware, organizations can leverage the Microsoft technologies they already use to improve efficiency, visibility, and scalability.

Whether you're managing multiple companies, automating approvals with Microsoft Power Automate, collaborating in Microsoft Teams, or analyzing performance with Microsoft Power BI, Gravity helps finance and operations teams work more efficiently on a single cloud platform.

Explore more Microsoft accounting resources

Explore more Microsoft accounting resources

G2 Users Love Us badge recognizing positive customer reviews of Gravity Software.

If you're evaluating accounting software for Microsoft Dynamics 365 CRM or looking to get more value from the Microsoft ecosystem, these resources can help. Explore product information, customer success stories, and expert guidance on integrating accounting, CRM, reporting, automation, and business intelligence with Gravity Software.

Accounting Software for Microsoft Dynamics 365 Sales

Learn how Gravity Software extends Microsoft Dynamics 365 Sales with integrated accounting, financial reporting, and multi-entity management.

Microsoft Dynamics GP Alternative

See why organizations are replacing Dynamics GP with Gravity Software, a true cloud accounting solution built natively on the Microsoft Power Platform.

Microsoft 365 Integration

Discover how Gravity works seamlessly with Microsoft 365, Teams, Outlook, Excel, SharePoint, and other Microsoft productivity applications.

Business Intelligence with Microsoft Power BI

Turn financial and operational data into interactive dashboards and real-time insights using embedded Microsoft Power BI.

AI in Accounting

Learn how AI-powered automation and Microsoft Copilot help finance teams improve productivity and decision-making.

Customer Success Story: InsurHealth Affinity Group

See how InsurHealth connected Microsoft Dynamics 365 CRM and Gravity Software to streamline financial management and support long-term growth.

Frequently Asked Questions

Frequently Asked Questions

Have questions about integrating Microsoft Dynamics 365 CRM with Gravity Software? Below are answers to some of the most common questions organizations ask when evaluating accounting software built on the Microsoft Power Platform. Learn how Gravity helps connect finance, customer relationship management, reporting, and business automation within the Microsoft ecosystem.

Does Gravity Software integrate with Microsoft Dynamics 365 CRM?

Yes. Gravity Software is built on the Microsoft Power Platform and integrates with Microsoft Dynamics 365 CRM to help organizations connect financial management with customer relationship management.

Is Gravity built on Microsoft technology?

Yes. Gravity Software is built natively on Microsoft's Power Platform using Microsoft Dataverse and integrates with Microsoft 365, Teams, Power BI, Power Automate, and Dynamics 365.

Can sales and finance work together more efficiently?

Yes. Connecting CRM and accounting improves collaboration by reducing duplicate data entry, providing consistent customer information, and improving visibility across departments.

Does Gravity support Microsoft Power BI?

Yes. Gravity includes embedded Microsoft Power BI dashboards and supports custom reporting using the Microsoft Power Platform.

Can Gravity support multiple companies?

Yes. Gravity is designed for organizations managing multiple legal entities within a single database while providing consolidated financial reporting.