In 2022, Microsoft introduced a new connector between Shopify and Dynamics 365 Business Central. I want to give you a quick overview of it. We’ll take a look at the connector and the configuration a little bit, and then we’ll look at the integration. We can integrate products, customers, and orders between Business Central and Shopify. Then I’m going to run through a sales order example.
Setting Up the Connector
Business Central comes with a Shopify connector built into the regular product. You can see that here, and then in Shopify, there’s a Dynamics 365 Business Central add-in that you can easily add to your site. The connection between Business Central and Shopify is really easy to do. Let’s take a look at my sample.
To connect the two systems, all you really need is the Shopify URL. It’s right here, and that’s it. That’s all you need to connect it to. Then I’ve got a number of configuration options down here which configure the way that Business Central works with Shopify.
The connector handles integrations for products, customers, and orders. These are my Business Central products that I’m going to push up to Shopify. If we go to Shopify, we can see the products here on the website. You can see I’ve got the products themselves. I’ve got the photos which originated in Business Central. I also have inventory levels right here and I’ve got pricing associated with it also. So, I’m using Business Central as a master file for all product information.
Also, I pushed up my customers from Business Central and they’re in Shopify. And in Shopify, you have an option. You can require customers to have accounts or they don’t need accounts. It’s up to you.
Running a Sales Order Example
Let’s run through a simple sales order from the Shopify site. Here’s my site right here. These are all the products from which I can choose to put together an order. I’m going to select this one. I’ll drill into that and I see all the information about this particular item, including the photo. Again, this all comes from Business Central. I’m going to add one to my cart. I’m going to check out.
I set up my Shopify site, and it does not require an account to be created for new customers. So, I’m just going to create an order from basic customer information. I’ve entered my customer information and I’m going to continue to shipping. I’m going to take the default shipping method here and go to the payment. I’ll enter my credit card information. Once I’ve done that, I’ll click on “pay now.” And Shopify takes the order.
It’s now part of the site, and then we’ll download it into Business Central. In Business Central, we can look at the orders that are in Shopify. These are four orders I did in the past. I’ve not yet downloaded the new order that we just put in. I can easily do that. I’ll sync the orders from Shopify. They’ll come into this screen here, and then we’ll move these to the sales order.
And here’s the new order here. Take a look at that. And now what I want to do is I want to transfer this to sales orders in Business Central, create the sales documents.
Reviewing Sales Orders
Let’s take a look at the sales orders. Here’s the new sales order that was created. This is a sales order in Business Central. You can see it references the Shopify order right here. These are the items that we purchased. There’s no additional freight on this, so this one’s ready to fulfill and ship out. I’ll just go ahead and post that.
And I’m done. That was a quick example of a sales order in a Shopify connector for Dynamics 365 Business Central. We looked at the connector, saw the configuration, we looked at the integration for products, customers, and orders, and then ran through a quick example.
If you need a simple e-commerce solution for your business, Shopify with Dynamics 365 Business Central is a very good option.