1. References
- https://www.beehexa.com/glossary/basic-software-concepts/
- https://www.beehexa.com/glossary/shopify/
- https://www.beehexa.com/glossary/microsoft-dynamics-365-business-central/
2. HexaSync Profile Management Features
2.1 Overview
- This HexaSync Profile is used to synchronize data between only a Shopify Website and a Dynamics 365 Business Central Company.
- These below features are applied for a HexaSync Profile.
2.2 HexaSync Data Synchronization Task Management
- The Figure 1: Task List shows the tasks that are set up for a HexaSync Profile.
- Each task name presents its function and data flow:
- For example: The task [Shopify > MS D365 BC] Sales Orders is running to sync sales orders from Shopify to Microsoft 365 Dynamics Business Central.
- The number of HexaSync tasks and their designs are dependent on the complexity of business requirements and scope of work.
- A HexaSync task may depend on the other tasks.
2.3 Task Scheduler Management
- Task scheduler enables a HexaSync profile to automatically perform running tasks in a particular frequency.
- These tasks can run every minute or daily, depending on the schedule
- These tasks can be enabled or disabled, depending on the Profile requirements
2.4 HexaSync Profile Settings
- The HexaSync Profile Settings presents an overview of the profile information such as:
- Profile owner
- Created date
- Updated date
- Profile status
- Members (a list of emails having access to this profile)
- In the Profile Settings, the profile owner or admin can add more members to this profile by email
- Note: The new member email must be associated with a HexaSync Account
3. HexaSync Profile Tasks for Shopify Dynamics 365 Business Central Integration
3.1 Simple Product Data Synchronization
3.1.1 Data Flow
- New products created in Dynamics 365 Business Central ERP are created correspondingly by HexaSync in Shopify Website
- This data flow is implemented by default. We can change this default data flow by requesting customization.
3.1.2 Detail Description
- Products available in Shopify Website must be mapped correspondingly to products in Dynamics 365 Business Central using Product SKU (Item Number)
- Specific product attributes in Shopify Website will be updated if it is updated in Dynamics 365 Business Central, depending on the business requirements and system limitations.
- If a product needs to be removed, it should be removed from the master data system, which is the Dynamics 365 Business Central. HexaSync will update that item status in Shopify to make it unavailable for sales.
- Note: HexaSync will not remove any data from any system automatically
3.2 Stock Data Synchronization
3.2.1. Data Flow
- Dynamics 365 Business Central is Master Data
- Stock level that changes in Dynamics 365 Business Central will be updated to Shopify Website
- If a stock level of an item is updated in Dynamics 365 Business Central, HexaSync will update its stock change in Shopfiy accordingly (based on SKU, warehouse, location)
3.2.2 Detail Description
- Warehouse/location must be mapped between Dynamics 365 Business Central and Shopify
3.3 Customer Data Synchronization
3.3.1 Data Flow
- Customer data will be mapped and synchronized from Shopify Website to Dynamics 365 Business Central.
- Customer data can be mapped by phone number or email address.
3.3.2 Detail Description
- If the customer data is not synchronized successfully. Any order attached to this customer will not be synchronized.
- This task must be completed before the relevant order synchronization.
3.4 Sales Order Data Synchronization
3.4.1 Data Flow
- New sales orders on Shopify Website will be synced to Dynamics 365 Business Central.
- Order status updated in Dynamics 365 Business Central can be synced back to Shopify.
3.4.2 Detail Description
- A sales order will be synced from Shopify to Dynamics 365 Business Central with basic information as below:
- Sales Order Header Information (Customer information, billing address, shipping address, payment method, sub total, grand total, tax, discount amount, delivery information, order note)
- Sales Order Line Item (item number, item name, price, quantity)
- Based on the business requirements and systems limitations, HexaSync profile needs to be customized to perform functions such as:
- Product promotion code.
- Product promotion type: gift, discount
- Discount on line item
- Discount on total sales order.
- Promotion program
