Integration with Microsoft Dynamics 365 Business Central

Introduction

Experlogix Digital Commerce integrates seamlessly with Microsoft Dynamics 365 Business Central, 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

A Full User Access License for Microsoft Dynamics 365 Business Central is required to avail of the features in Digital Commerce. There are two types: Essential and Premium. In most cases, Essential is sufficient; however you should consult your Business Central partner for more support in making this decision particularly if you work in manufacturing or service order management.
Prior to installation, a connection between your Microsoft Dynamics 365 Business Central and Cloud Connect must be set up. More information on how to achieve this can be found here².

This article defines the standard product features available when you integrate our platform with Microsoft Dynamics 365 Business Central.

Remember our platform is a Software as a Service (SaaS) platform.

This means that it includes all of 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 function.

Of course you can still opt for additional professional services to help you with extensions, migration and roll-out.

Read What's standard in WebShop and Management Interface? for a full list of standard features also included as part of 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)	(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 available for WebShop interface design. No specific ERP integration data points.

Content management

Standard WebShop features available for Content management. No specific ERP integration data points.

Account management

Standard WebShop features available for Account management. Specific ERP integration data points listed below.

Feature	Mapped to table
Enable WebShop Instant Account for B2B customers	Contacts

Catalogue management

Standard WebShop features available for Catalogue management. Catalogue management is carried out in Management Interface and WebShop. No categories are imported from Microsoft Dynamics 365 Business Central.

Product configuration

Standard WebShop features available for Product configuration. Specific ERP integration data points listed below.

Feature	ERP table	Extra notes
Regular automatic import of your product catalogue	Table 27, Items	Any product that is not marked as “Blocked” is added to the product catalogue.

Search and filter

Standard WebShop features available for Search and filter. No specific ERP integration data points.

Customer self-service

Supports a subset of standard WebShop available for Customer self-service. Specific ERP integration data points listed below.

Feature	ERP table	Extra notes
Automatically register a WebShop Instant Account for B2B customers	Contacts
View account details
Display billing address	Customer
Display account credit limits	Customer
Display balance	Customer
Create quotes, and convert them to sales orders	Sales Header
View delivery addresses	Ship-to address list	Synced automatically when customer log into their WebShop account
View order history	Sales Header	Includes re-orders and recently ordered products
View customer transactions	Sales Header	Displays invoices, credit notes and receipts. Includes a running balance.
View and print invoices and credit notes	Sales Header

Sales order processing

Supports a subset of standard WebShop available for Sales order processing. Specific ERP integration data points listed below.

Feature	ERP table	Extra notes
Place an order on credit	Sales Header
Include shipping details on sales order	Sales Header	Displayed as a line item on sales order. Rules are set up in Management Interface using Shipping Services feature.

Pricing

Supports a subset of standard WebShop available for Pricing. Specific ERP integration data points listed below.

Feature	ERP table	Extra notes
Import pricing data regularly	Table 7000, Price List Header Table 7001, Price List Line	Includes stock information Automatically creates products, brand and product specifications
Apply customer-specific pricing	Table 7000, Price List Header Table 7001, Price List Line	Supports price lists Supports volume and period discounts
Supports Units of Measure (UoM)		Imported as part of standard pricing import Each UoM has its own line when imported
Display trade pricing in multiple currencies

Stock

Supports a subset of standard WebShop available for Stock. Specific ERP integration points listed below.

Feature

ERP table

Extra notes

Display real time stock availability

Table 27, Item

Table 14, Location

For trade customers using a B2B WebShop, the stock level is displayed in real-time when an individual product or listing page is loaded or refreshed.
For retail customers using a B2C WebShop, the stock level is synchronized regularly with your ERP, and the latest stock level is displayed.
The stock level retrieved is the sum of stock from all locations.

Shipping and delivery

Supports a subset of standard WebShop available for Shipping and delivery. No specific ERP integration data points.

Payment gateway integration

Standard WebShop features available for Payment gateway integration. No specific ERP integration data points.

Integrating with external tools

Standard WebShop features available for Integrating with external tools. No specific ERP integration data points.

Localization

Standard WebShop features available for Localization. No specific ERP integration data points.

References

¹ Experlogix Knowledge Base - Cloud Connect. This is a gated knowledge base - to request access, fill out the form here and your request will be reviewed.

2 Experlogix Knowledge Base - Setup of Cloud Connect. This is a gated knowledge base - to request access, fill out the form here and your request will be reviewed.