Microsoft Dynamics 365 F&O and Shopify Integration

Dynamics 365 Finance & Operations (F&O) is a cloud-based enterprise resource planning (ERP) system by Microsoft, designed for medium to large businesses. It streamlines financial management, supply chain, manufacturing, and project management processes. Key features include robust financial tools, supply chain management, manufacturing support, integrated business intelligence, and regulatory compliance. It’s scalable, integrates with other Microsoft products, and supports global operations with multi-language and multi-currency capabilities. Ideal for companies needing a comprehensive ERP solution, Dynamics 365 F&O helps improve efficiency, offers strategic insights, and adapts to business growth and changes.

Shopify is a leading eCommerce platform that allows you to create an online shopping website that integrates with social networking, post products, cart and payment features, and order processing. This platform offers all the business tools you need in one familiar place.

The store owner can also sell in physical locations using Shopify POS, the point of sale app, and accompanying hardware. This platform has been trusted by powerhouse brands such as Tesla, Google, Red Bull, Nestle, Kanye West, Rebecca Minkoff, Kylie Cosmetics, and many more.

As orders come in through your  Dynamics 365 systems, our integration platform will ensure that your orders are synced in your ecommerce Shopify store. 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 ERP. The following processes are automated and enabled as a result of ERP 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.

Connecting these systems can cost business owners time and money. That’s why Shopify bundles those technologies to create a complete picture of all your business activity in one place: your Shopify admin. And, Shopify integrates with third-party tools and apps that are essential for doing business.

Integrating Shopify with Microsoft Dynamics 365 offers:

• Unified Customer Data: Syncs customer information between platforms.
• Efficient Order Management: Automates order processing, reducing errors.
• Inventory Synchronization: Real-time updates for accurate stock levels.
• Process Automation: Triggers workflows for tasks like invoicing and notifications.
• Improved Customer Experience: Enables personalized marketing and recommendations.
• Analytics and Reporting: Consolidates data for better business insights.
• Scalability: Grows with your business, handling increased volumes.
• Streamlined Financial Management: Ensures accurate financial reporting and analysis.

Ultimately, the integration enhances efficiency, accuracy, and the overall customer experience in your e-commerce business.

Users have reported a positive experience with integrating Shopify and Microsoft Dynamics 365 Finance & Operations (F&O) using HexaSync. The main highlights from user experiences include:

• Efficiency in Synchronization: HexaSync is appreciated for its ability to streamline and automate the synchronization process between Dynamics 365 F&O and Shopify. This includes syncing customer data, refunds, product details, sales invoices, order cancellations, and shipments​​.
• Time-Saving Features: Users have noted that the integration saves a lot of time, particularly in terms of automating processes that would otherwise be manual and time-consuming. This includes organizing data into categories, managing inventory, and updating pricing​​.
• Improvement in Business Operations: The integration is seen as a way to enhance overall business efficiency. It aids in modifying sales strategies, helps in managing inventory more effectively, and enhances the overall customer experience by completing tasks more quickly and accurately​​.
• Ease of Setup and Use: The process of setting up and managing the integration using HexaSync is straightforward, involving steps like verifying data, providing demonstrations, and deploying the integration as per business requirements. Users find these steps user-friendly and efficient​​.
• Customizable Integration Flow: HexaSync offers a range of options to customize the integration flow based on the unique needs of a business, making it flexible and adaptable to different operational requirements​​.
• Real-Time Data Sync: The real-time synchronization of product and inventory data is highly valued, as it ensures that all information is up-to-date and accurate across both Dynamics 365 F&O and Shopify platforms​​.

Integrating Shopify with Microsoft Dynamics F&O using HexaSync involves these key steps:

• Create a HexaSync Profile: Register for HexaSync and set up a profile, choosing Shopify as the source system and Microsoft Dynamics F&O as the destination.
• Authorize HexaSync in Shopify: In your Shopify admin, navigate to “Apps” and authorize HexaSync’s access.
• Configure Dynamics F&O with HexaSync: Install HexaSync in your Dynamics F&O via Azure Active Directory, add the HexaSync app, and ensure it can access your Dynamics F&O instance using an Access Token.
• Set Up Data Synchronization: Configure the data flow between Shopify and Dynamics F&O, including customer data, product information, and orders.
• Test and Manage: After configuration, test the integration for accuracy and manage any ongoing adjustments.

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 can handle 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