Microsoft Dynamics 365 CRM Shopify Integration

Microsoft Dynamics 365 CRM system can easily be integrated with the Shopify Platform using our HexaSyncWe offer fully integrated Marketplace solutions with e-store, which allows merchants and companies to leverage all tools and resources of Microsoft Dynamics 365 CRM  to get their Shopify stores done.

  • Save a lot of time: Microsoft Dynamics 365 CRM integration will synchronize into categories according to their common characteristics, pricing, etc.
  • Improve business efficiency: Increase sales and revenue by modifying your sales strategy more successfully, preventing expired inventory or a shortage of products.
  • Enhance customer experience: eCommerce integration is essential since it completes all tasks faster.
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the key important flows of Microsoft Dynamics 365 CRM and Shopify Integration

There are many considerations when coming to the connection between Microsoft Dynamics 365 CRM and Shopify. Therefore, we give you a wide range of available options for your stores.
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Set Up Microsoft Dynamics 365 CRM and Shopify Integration in 3 Steps

step 1 hexasync

Step 1: Verify data

Transfer data, files, or information. It is the best option for simple processes

step 2 hexaysnc

Step 2: Demo

Based on the common requirements for each type of integration, we will deliver a simple demonstration for the systems as requested

step 3 hexasync

Step 3: Deployment

Once the integration scope is confirmed, we will adjust our demo profile to fulfill your business requirements and then deploy it for usage

Microsoft Dynamics 365 CRM - Shopify Integration Tasks

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This integration flow syncs Microsoft Dynamics 365 CRM customers as Shopify customers.

This integration flow syncs Microsoft Dynamics 365 CRM customer refunds as Shopify refunds.

This integration flow syncs Microsoft Dynamics 365 CRM items as Shopify products.

This integration flow syncs Microsoft Dynamics 365 CRM sales invoices as Shopify billings (orders with status paid).

This integration flow syncs Microsoft Dynamics 365 CRM sales order cancellations as Shopify order cancellations.

This integration flow syncs Microsoft Dynamics 365 CRM sales orders as Shopify orders.

This integration flow syncs Microsoft Dynamics 365 CRM shipments as Shopify shipments.

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Benefits of Microsoft Dynamics 365 CRM Shopify Integration

Realtime-Data-Sync

realtime data sync

Instantly synchronize product and inventory data and images between Shopify and Microsoft Dynamics 365 CRM. The seamless connection enables you to have your whole store under control across all channels

Multi-Channel-Selling

Multi-channel selling

Increase the chances of Shopify integrations for your exposure to more potential customers and bring more sales from both your brick-and-mortar and online stores.

Centralize-Reporting0A.png

Centralize reporting

Flexible, user-friendly reporting options help you optimize sales opportunities. You can track the benefits of your investment in advertising, mailings to customers, promotions, discounts, etc

About Microsoft Dynamics 365 CRM

Streamline your Microsoft Dynamics 365 CRM operations with our fully managed middleware platform.

Popular Microsoft Dynamics 365 CRM Profiles

About Shopify

Shopify Marketplace provides both online and in-store businesses with all the tools they need to succeed.

Popular Shopify Profiles

Frequently Asked Questions

Microsoft Dynamics 365 CRM is available as a cloud offering or an on-premises installation. As with CRM 4, this version can be highly customized using advanced extensions. New features include visualizations, dashboards, document management, grid filters, dialogs, recurring appointments, custom activities, goal management, fetch-based reports, MAPI-based Outlook clients, FLS VISITOUR

Shopify is a subscription-based software-as-a-service (SaaS) sales platform. Shopify offers four standard store subscription plans with fees starting at $29 per month. All standard plans support a branded online store and a full array of in-person and online selling tools.

Shopify also offers a “Lite” plan for just $9 per month. It doesn’t include an online store but supports mobile POS sales and a Buy Button for selling on other websites, blogs and via email.

All plans deliver a full suite of business management tools. Essentials, such as product sourcing, sales and inventory tracking, payment processing, shipping, customer accounts, marketing and reporting, are built into every Shopify plan. Plus, you can expand your Shopify toolkit easily with hundreds of Shopify Apps

As orders come in through your Microsoft Dynamics 365 CRM systems, our integration platform will ensure that your orders are synced in your Marketplace Shopify. Document each order by day, week, month, or settlement time individually or summarized. With all transaction information, generate sales receipts and invoices. Each sale updates your inventory automatically.  Shipping and tracking information can also be integrated between the two systems to eliminate the need for manual data entry and increase the efficiency of your order fulfillment process. 

You’ll also be able to expand your customer database and enter new markets after integrating CRM. The following processes are automated and enabled as a result of CRM integration:

  • Product lists, including attributes and photos, are handled and updated automatically.
  • The amount of things in the inventory is well-documented.
  • Order information and order lists are processed automatically.
  • The information is arranged into reports and shown in a variety of ways.
  • Customers’ addresses, as well as shipping details, are simple to manage.

There are many third-party apps on the market designed to integrate with Microsoft Dynamics 365 CRM. These add-ons increase functionality to turn any e-store into a fully functional online store management system. 

Establishing Microsoft Dynamics 365 CRM integration takes work, which is why many business owners prefer to use a third-party integration platform like Hexasync. In practice, integrating with CRM takes a lot of time and work; thus, having an API integration solution can help you deal with the issue’s complexity. It’s also worth noting that enlisting expert assistance from the Beehexa team will reduce the amount of time and effort spent on the integration.

Hexasync provides data-integrity protection measures, as well as cell-based mapping, in order to ensure a reliable synchronization between your Microsoft Dynamics 365 CRM and other applications.

Beehexa utilizes the latest technologies and optimizations in the industry to deliver to you Hexasync – a real-time data sync and monitoring middleware. Hexasync provides data-integrity protection measures, as well as cell-based mapping, to ensure a reliable synchronization between your eCommerce storefront and ERP system. Beehexa ERP Integration is capable of handling every kind of data, with support for various key data: Product Category, Warranty, Shipment, Customer, Warehouse, Invoice, Order, and Products.

Features:

  • Middleware: a light application-independent software that handles all the complexity of integrations
  • EAV Design Pattern: is incorporated to allow for more flexibility in data modeling
  • Message Queue-Based Architecture: simplifies the coding of decoupled applications and provides better performance, reliability, and scalability
  • Customizable Handlers: allow for better visibility into the statuses of your customers’ orders
  • Cell-Based Mapping: high precision mapping of single-cell data for a reliable synchronization
  • Async Integration: keeps your business updated with real-time synchronization
  • Compatible with legacy ERP applications: Connect your eCommerce storefront with any ERP applications with ease
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