Shopify Microsoft Dynamics Integration

There is a stereotype that system integration projects are prone to cost overruns, delays and other mistakes. However, that is not the case for a Microsoft Dynamics Shopify integration, as the integration can run smoothly. The following are some of the benefits that you can reap from this integration:

• Better View of Customers: The integration will give Shopify access to the data about customers stored in Microsoft Dynamics. For example, customer purchasing history, order status and more. This means that you will have access to all interactions between customers and your brand in one place.
• Better View of Business Operations: A Shopify Microsoft Dynamics integration will give Microsoft Dynamics access to the data of your online transactions. This will give you a better view of your overall business performance.
• Accurate Product Information: After the integration, your online Shopify store will only display the available products alongside their prices. This way, customers will not order products that are out of stock. At the same time, no customer will be charged the wrong price for a product.
• Less Manual Processes: The integration will help you to automate workflows such as fulfillment and restocking of inventory. It will eliminate the need to enter data manually for the purpose of synchronising the systems.

From start to finish, ZOFELA can manage the entire Shopify web development and Microsoft Dynamics integration process – from technical consultation to project collaboration – based on your business requirements.

Every step within our workflow includes a planning period that considers your company and content author needs. Our goal is to build a flexible system for your content authors so they can focus solely on content. With a focus on simplicity and scalability, our goal is to use only as much custom Microsoft Dynamics integration development as the project requires. We leverage a proven experienced team and our existing component logic when available.

As your eCommerce solution partner, we know that we can make or break your ERP integration. We will work with you to define and refine your requirements, decide between a variety of pre-built connectors and establish an integration timeline.

There are three options for Shopify Microsoft Dynamics integration. Let’s discuss them:

1. Point to Point Integration
In this integration type, Shopify and Microsoft Dynamics are “pointed” at each other to synchronise data such as:

• Inventory counts
• Orders
• Deliveries
• Customers
• Items

With Point-to-Point integration, data is sent between Shopify and Microsoft Dynamics with no operational platform in the middle. This means you get to choose which system to manage your data in. However, this does limit functionality, and data is usually synced in batches rather than in real-time.

2. Custom Shopify Microsoft Dynamics Integration
Some businesses choose to build their own custom integration within the APIs available for both programs. Custom integrations are usually performed by a third-party such as an ecommerce agency or in-house.

Custom integration involves custom code writing, which requires a deep knowledge of both Shopify and Microsoft Dynamics. Whoever writes the code must understand how each system sends and receives data – it’s not something you can learn on the job.

In some circumstances, custom integration is the only option – for example, when dealing with complex SKU management or order fulfilment for which an off-the-shelf solution wouldn’t work.

3. SaaS-Based Integration Platform
A Software as a Service integration enables cloud-based integration between Shopify and Microsoft Dynamics. The platform utilises pre-built connectors for the two programs to allow data to move between them seamlessly. One of the benefits of SaaS-based integration is that it can integrate with additional platforms you might want to add in future.

Pre-built integration with SaaS products makes for faster implementation and set up. The benefit of configurable connectors means you can program integration to meet the needs of your business now, with the potential to expand and adapt as your business grows and your needs evolve.

SaaS-based integration tends to be more expensive than point-to-point solutions, but much more affordable than custom integration. Cloud-based integration usually offers the option of monthly subscription payments rather than having to cover the cost of the integration upfront as you might with a custom build. This can help with business cash flow and covers maintenance costs.

The data that can be synced between Shopify and Microsoft Dynamics can include:

1. Customer information: Customer data such as names, addresses, email addresses and order history can be synced between Shopify and Microsoft Dynamics to maintain a consistent view of customers across both platforms.
2. Product information: Product data such as product names, descriptions, prices and images can be synced between Shopify and Microsoft Dynamics to ensure that both platforms have up-to-date information on the products being sold.
3. Inventory information: Inventory levels, stock status and availability information can be synced between Shopify and Microsoft Dynamics to ensure accurate tracking of product availability and prevent oversells.
4. Order information: Order data such as order totals, shipping information and payment information can be synced between Shopify and Microsoft Dynamics to streamline the order fulfillment process.
5. Invoices and payments: Invoices and payment information can be synced between Shopify and Microsoft Dynamics to ensure accurate accounting and financial reporting.
6. Tax information: Tax information such as tax rates and rules can be synced between Shopify and Microsoft Dynamics to ensure that the correct taxes are applied to orders.

Note that the specific data that can be synced will depend on the connector used for the Shopify Microsoft Dynamics integration and the configuration of the integration.

Yes, you can map custom fields in Shopify to fields in Microsoft Dynamics during the integration process. The process of mapping custom fields will depend on the project, and it is not included in the standard proposal unless specified or agreed in the initial scope.