1. References
- https://www.beehexa.com/glossary/basic-software-concepts/
- https://www.beehexa.com/glossary/magento/
- https://www.beehexa.com/glossary/dynamics-fno-erp/
- https://info2.magento.com/rs/magentosoftware/images/magento_ce_user_guide.pdf
2. HexaSync Profile Management Features
2.1 Overview
- This HexaSync Profile is used to synchronize data between only a Magento Website and a Dynamics 365 FnO 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 [MS Dynamics FO > Magento] Inventories is running to sync inventory from MS Dynamics FO to Magento
- 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
Figure 2: Scheduler
2.4 HexaSync Profile References Management
- The Profile References include the mapping data, which supports running HexaSync tasks for kinds of data that are limited in initialization or removal automatically.
Figure 3: References
2.5 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
Figure 4: Settings
3. HexaSync Profile Tasks for Magento Dynamics 365 FnO Integration
3.1 Simple Product Data Synchronization
3.1.1 Data Flow
- New products created in Dynamics FnO ERP are created correspondingly by HexaSync in Magento 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 Magento Website must be mapped correspondingly to products in Dynamics 365 FnO using Product SKU (Item Number)
- Specific product attributes in Magento Website will be updated if it is updated in Dynamics 365 FnO, 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 FnO. HexaSync will update that item status in Magento to make it unavailable for sales.
- Note: HexaSync will not remove any data from any system automatically
Figure 5: Product Sync Task
Figure 6: Product Sync Errors Filter
Figure 7: Product Sync History Checking
3.2 Stock Data Synchronization
3.2.1. Data Flow
- Dynamics 365 FnO is Master Data
- Stock level that changes in Dynamics 365 FnO will be updated to Magento Website
- If a stock level of an item is updated in D365 FnO, HexaSync will update its stock change in Magento accordingly (based on SKU, warehouse, location)
3.2.2 Detail Description
- Warehouse/location must be mapped between D365 FnO and Magento
Figure 8: Stock Sync Task
Figure 9: Stock Sync History Checking
Figure 10: Stock Sync Errors Detection
3.3 Customer Data Synchronization
3.3.1 Data Flow
- Customer data will be mapped and synchronized from Magento Website to Dynamics 365 FnO.
- 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.
Figure 11: Customer Sync Task
Figure 12: Customer Sync Errors Detection
3.4 Sales Order Data Synchronization
3.4.1 Data Flow
- New sales orders on Magento Website will be synced to Dynamics 365 FnO.
- Order status updated in Dynamics 365 FnO can be synced back to Magento.
3.4.2 Detail Description
- A sales order will be synced from Magento to D365 FnO 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
Figure 13: Sales Orders Sync Task
Figure 14: Sales Orders Sync Details Checking
Figure 15: Sales Orders Sync History Checking
Figure 16: Sales Order Line Item Details
