Integration with Microsoft Dynamics 365 Finance and Operations
Introduction
Experlogix Digital Commerce integrates seamlessly with Microsoft Dynamics 365 Finance and Operations, allowing you to use and extend your business data online without compromising its quality and integrity.
Data is requested and sent through Experlogix Cloud Connect1, which consists of cloud-based integration APIs that handle the integrations with Digital Commerce (and all other Experlogix platforms).
Pre-requisites
You need an application user license for Microsoft Dynamics 365 Finance and Operations to use all of Digital Commerce's features. The Microsoft Dynamics 365 Finance and Operations user login must be set with specific features; please consult your onboarding consultant for more support in configuring the user account.
A connection between your Microsoft Dynamics 365 Finance and Operations and Cloud Connect must be set up prior to installation. More information on how to achieve this can be found here2.
This article outlines the standard product features available when integrating our platform with Microsoft Dynamics 365 Finance and Operations.
Remember, our platform is a Software-as-a-Service (SaaS) platform.
This means that it includes all the support, regular feature updates, and security monitoring required, so that no customer is left behind on older, insecure software, and you can concentrate on your core business functions.
Of course, you can still seek additional professional services to help with extensions, migration, and rollout.
Read What's standard in WebShop and Management Interface? for a complete list of standard features also included in your integration with this ERP.
Introducing terms and concepts used in this article
Term | Definition |
|---|---|
Customer | a client of the merchant. |
Enterprise resource platform | (ERP), a collection of your critical business operating systems, such as product, stock levels, financial, customers, suppliers and so on that run on the same platform. |
Web service | service that allows two disparate systems communicate with each other via a standard messaging system. |
Technical specification
WebShop interface design
Standard WebShop features are available for WebShop interface design. No specific ERP integration data points.
Content management
Standard WebShop features are available for Content management. No specific ERP integration data points.
Account management
Standard WebShop features are available for Account management. Specific ERP integration data points are listed below.
Feature | Mapped to | More information3 |
|---|---|---|
Enable WebShop Instant Account for B2B customers | CustTable | Integrated customer master - Finance & Operations | Dynamics 365 |
Catalogue management
Standard WebShop features are available for catalogue management. Catalogue management is carried out in the Management Interface and WebShop. No categories are imported from Microsoft Dynamics 365 Finance and Operations.
Product configuration
Standard WebShop features are available for Product configuration. Specific ERP integration data points are listed below.
Feature | Mapped to | More information3 |
|---|---|---|
Regular automatic import of your product catalog |
|
Search and filter
Standard WebShop features are available for Search and filter. No specific ERP integration data points.
Customer self-service
Supports a subset of the standard WebShop features available for Customer self-service. Specific ERP integration data points are listed below.
Feature | Mapped to | More information3 |
|---|---|---|
Automatically register a WebShop Instant Account for B2B customers |
| |
View account details | ||
Display billing address |
| |
Display account credit limits |
| |
Display balance |
| |
Create quotes, retrieve and convert them to sales orders |
| |
Sync delivery addresses automatically on login |
|
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View order history |
| |
View customer transactions |
| |
View and print invoices |
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View and print credit notes |
|
Sales order processing
Supports a subset of the standard WebShop features available for Sales order processing. Specific ERP integration data points are listed below.
Feature | Mapped to | More information3 |
|---|---|---|
Place an order on credit |
| |
Include shipping details on the sales order |
|
Pricing
Supports a subset of the standard WebShop features available for pricing. Specific ERP integration data points are listed below.
Feature | Mapped to | More information3 |
|---|---|---|
Import pricing data regularly |
|
|
Apply customer-specific pricing |
|
|
Supports Units of Measure (UoM) |
| |
Display trade pricing in multiple currencies |
|
Stock
Supports a subset of the standard WebShop features available for Stock. Specific ERP integration points are listed below.
Feature | Mapped to | More information3 |
|---|---|---|
Display real-time stock availability |
|
Shipping and delivery
Supports a subset of standard WebShop features available for shipping and delivery. No specific ERP integration data points.
Payment gateway integration
Standard WebShop features are available for Payment gateway integration. No specific ERP integration data points.
Integrating with external tools
Standard WebShop features are available for integrating with external tools. No specific ERP integration data points.
Localization
Standard WebShop features are available for Localization. No specific ERP integration data points.
References
1 Experlogix Knowledge Base: Cloud Connect. This is a gated knowledge base. Fill out the form here to request access, and your request will be reviewed.
2 Experlogix Knowledge Base: Setup of Cloud Connect for Microsoft Dynamics 365 F&O. This is a gated knowledge base. Fill out the form here to request access, and your request will be reviewed.
3 Links to Microsoft Knowledge Base, which is an external site. We do not have any control over the contents of external sites.