Shopify Microsoft Dynamics Integration | FireBear

Today, we will continue to look into Shopify integrations – your best way to automate various business processes. This time our attention is focused on the Shopify Dynamics 365 Business Central integration. Buckle up if you want to automate hundreds of routine product, order, and customer management processes. Integrating Shopify with Dynamics 365 Business Central will make your e-commerce operations more efficient, admin-friendly, and fast. This how-to guide goes over the benefits, key features, and steps of the Shopify integration with Dynamics 365 Business Central. First, let’s outline what functions Dynamics 365 Business Central serves.

Dynamics 365 Business Central in A Nutshell

Dynamics 365 Business Central is a business administration solution from Microsoft’s arsenal of tools. It connects such important divisions as finance, sales, service, and operations into a solid integrated supersystem with the global aim to streamline and automate various business processes. Being a cloud-based solution, it offers access from any location, granting businesses the capability to scale as needed. 

As for the core features, Business Central offers such perks as real-time data insights, task automation, detailed reporting, etc. Let’s see what other tricks are hidden under the hood. 

Main Features and Benefits

• Financial Management. Dynamics 365 Business Central delivers a complete set of financial management tools to retain control over their financial operations. You get access to top-notch general ledger, accounts payable, accounts receivable, budgeting, and financial reporting. 
• Supply Chain Management. Inventory management, order processing, purchasing, and other supply chain management capabilities help businesses plan their stock to meet customer demand without overstocking.
• CRM. The platform’s robust CRM capabilities dramatically enhance customer support and sales processing with such core perks as customer interaction management and sales opportunity tracking. With a 360-degree customer profile, you get the ability to provide more personalized services. 
• Project Management. Handling project-based work is also among the beneficial features of Business Central. The platform provides project management instruments for planning, executing, and analyzing projects.
• Reporting and Analytics. Business Central supports top-notch reporting and analytics tools with personalized dashboards and reports.
• Mobility and Accessibility. As a cloud-based solution, Dynamics 365 Business Central is accessible at any time and from any location.

Introduction to Shopify Dynamics 365 Business Central Integration

Now that you know what Dynamics 365 Business Central is and what its features are, it’s time to see how to implement them on a Shopify website. Although there are hundreds of ERPs, CRMs, and other business tools all over the Internet; still, their integration with an established web store may cause numerous headaches. And Dynamics 365 Business Central is not an exception. While the platform is among the most potent ERP solutions, it lacks native connectivity with Shopify. And, as was to be expected, you need a reliable third-party solution to integrate these two systems effectively. 

In the following section, we unveil our latest project – Dynamics 365 Business Central Integration for Shopify. The project is still in progress, but we can already share its potential capabilities in the Dynamics 365 Business Central Shopify integration. It, within no time, enables automated data transfers between the source and target system without any pain. Let’s see the connector’s core principles.

Four Pillars of Dynamics 365 Business Central Shopify Integration

Meet the four pillars of the Shopify Microsoft Dynamics connector: 

1. Direct Connection: Our app builds a bridge between Shopify and Dynamics 365 Business Central to ensure real-time data exchanges. No third parties are involved! 
2. Mapping: Shopify and Dynamics 365 Business Central are totally different systems with completely unique views on how data should be stored. Considering this fact, our connector introduces a powerful mapping interface to enable direct data transfers between your e-commerce website and the ERP platform. 
3. Custom Content: Our tool supports custom content, including attributes, to enable a tailored approach to the integration. Your most unusual business needs associated with data exchanges can be fulfilled. 
4. Automation: The connector includes predefined integration scenarios that bring automation into the game. You only need to choose a scenario to simplify and automate Shopify’s interaction with Dynamics 365 Business Central. 

Key Features

Integrating Shopify with Dynamics 365 Business Central with Firebear brings several powerful features, including but not limited to:

1. Real-Time Data Syncing: With our connector, you can seamlessly synchronize data for customers, products, and orders, ensuring up-to-date information across both platforms.
2. Manual Re-Sync: The tool also supports manual re-syncing for extra flexibility and emergency.
3. Robust Data Mapping: The Dynamics 365 Shopify connector lets you match data fields (attributes) between both systems to automate synchronization processes, ensure consistency, and reduce errors.
4. Detailed Sync History & Data Synchronization Tracking: Our solution offers detailed data sync history and tracking to provide additional transparency to the synchronization process.
5. CLI Controls: Support for CLI commands introduces an additional level of control to optimize data transfers and streamline the integration process.
6. Scheduled Pipelines: You can effortlessly automate the shopify integration with Dynamics 365 Business Central with scheduled pipelines. Plan the best time for data transfers and let our app do the rest, ensuring consistent data updates without manual intervention.
7. Professional Installation Services: Simplifies the initial setup of the Shopify Dynamics 365 integration with our specialists. Let them establish the necessary connections.
8. Quick Support: Our team is readily available to address any questions or issues, providing you with a smooth and successful integration experience.

Shopify Microsoft Dynamics Connector

The Dynamics 365 Business Central Shopify integration plugin is designed to ensure efficient and real-time data synchronization between your e-commerce store and the ERP system. It supports the synchronization of key business entities such as customers, products, and orders. Due to high flexibility and customization, the app can also handle a diverse range of business scenarios.

Since the connector is still under construction, all the following images are related to our other product – the Shopware 6 SAP Integration tool. They are used here to illustrate the features that will be implemented in the Shopify Microsoft Dynamics connector.

Predefined Scenarios

We’ve already mentioned that our connector relies on predefined scenarios. Now, it’s time to unveil them. You can enhance the Shopify integration with Dynamics 365 Business Central using the following predefined scenarios to automate the integration:

• Import products with prices and stock data: Keep your product catalog updated with accurate pricing and inventory levels.
• Import customers with addresses: Sync customer information to ensure consistent contact details and addresses across platforms. 
• Import deliveries with tracking data and order status: Seamlessly update delivery statuses and tracking information. 
• Export customer data in real time: Promptly update customer data in Dynamics 365 Business Central as soon as changes occur in Shopify. 
• Export order data in real time: Instantly sync order details from Shopify to Dynamics 365 Business Central to maintain accurate order records. 

Data Mapping

The Dynamics 365 Business Central Shopify Integration plugin offers flexible field mapping between Shopify and Dynamics 365 Business Central. This feature ensures that data fields (attributes) in Shopify correspond correctly to those in Dynamics 365 Business Central, accommodating complex and custom data structures. The process works in both directions: when you import data to Shopify and export it to Dynamics 365 Business Central.

Synchronization History & Debugging

Use your website’s admin panel to monitor data transfers between Shopify and Dynamics 365 Business Central. Our plugin provides detailed synchronization history, allowing you to re-run or stop pipelines and download debug logs to troubleshoot issues.

Customer Sync Between Dynamics 365 Business Central and Shopify

Seamlessly integrate existing customer details between Shopify and Dynamics 365 Business Central. New registrations and updates in Shopify are automatically synced to Dynamics 365 Business Central, ensuring both platforms have consistent customer information.

Product Sync Between Dynamics 365 Business Central and Shopify

Effortlessly sync product data, including prices and stock levels. The Dynamics 365 Business Central and Shopify integration supports custom and complex product types, ensuring that all product updates are reflected accurately in both systems.

Order Sync Between Dynamics 365 Business Central and Shopify

Synchronize Shopify orders with Dynamics 365 Business Central sales data, including tax and shipping calculations. Ensure order data is consistent across both platforms, and discounts are properly reflected in Dynamics 365 Business Central.

Conclusion

The Dynamics 365 Business Central Shopify integration tool by Firebear Studio introduces a perfect opportunity to integrate your e-commerce website with the popular ERP system. The app’s key goal is to automate data synchronization between the two platforms, covering these core areas: orders, products, and customers. The use of the connector ensures your business information is consistent and up-to-date across Shopify and Dynamics 365 Business Central. By leveraging this comprehensive solution, you enhance your business efficiency and operational productivity.

For more information about the Shopify integration with Dynamics 365 Business Central and other platforms, contact Firebear Studio. We provide installation, configuration, and support services to ensure your integrations are successful and tailored to your business needs.

Shopify Microsoft Dynamics Integration FAQ