A Simple Guide for Microsoft Dynamics 365 Business Central and Shopify Integration

Connect your Shopify Stores with Business Central and Maximize Business Productivity

Microsoft Dynamics 365 Business Central—named the best ERP system of 2024 by Forbes Advisor—allows small and medium sized organizations to work smarter, adapt faster, and perform better. It’s now even more powerful with an integration to Shopify— a complete commerce platform that lets you create and customize an online store.

Business Central and Shopify are completely cloud-based, which means you don’t have to worry about upgrading or maintaining software or web servers. This gives you the flexibility to access and run your business from almost anywhere, including your mobile device.

Integration between Dynamics  365 Business Central and Shopify empowers businesses to provide quicker response to customer inquiries, more timely processing of returns and refunds, and more accurate order processing. The integration ultimately keeps employees more focused on customer experiences by eliminating manual processes.

Understanding the Shopify Integration

Integration between Business Central and Shopify supports multiple Shopify shops. Each shop has its own setup, including a collection of products, locations used to calculate inventory, and price lists.

Bi-directional synchronization of items or products

• Connector will sync images, item variants, barcodes, vendor item numbers, extended texts, and tags between systems.
• Easily export item attributes to Shopify.
• Use selected customer price groups and discounts to define how prices will be exported to Shopify.
• Decide whether items can be created automatically or only allow updates to existing products.

Synchronization of Inventory Levels

• Choose to use some or all of the available locations in Dynamics 365 Business Central.
• Update inventory levels on multiple locations in Shopify.

Bi-Directional Synchronization of Customers

• Smart-map customers by phone and email.
• Use country-specific templates when creating customers, which helps ensure that tax settings are correct.

Import of Orders from Shopify

• During import you can automatically create customers in Dynamics 365 Business Central or decide to manage the customers in Shopify.
• Include orders created in other channels, such as Shopify POS or Amazon.
• Shipping costs, gift cards, tips, shipping and payment methods, transactions, and risk of fraud.
• Receive payout information from Shopify Payments.

Easy Tracking of Fulfillment Information

• Optionally choose to write item tracking information from Dynamics 365 Business Central into Shopify.
• Core functionalities of the integration
• Benefits of the integration (for e-commerce)
• Costs of the integration

Integration Challenges and Considerations

By connecting Shopify and Business Central you gain the flexibility, control, and tracking needed to drive growth. The Shopify connector is available for the online version of Dynamics 365 Business Central. It is not available for on-premises versions. Integration is available in all countries where Business Central is available. The extension will be pre-installed for new customers. Existing customers can download and install the extension from Microsoft AppSource or the Shopify app store.

Best Practices for Successful Integration

Connecting Business Central to your Shopify online store affects only the company where it’s enabled. You can connect to the same Shopify online store from multiple environments or companies. You can disable and re-enable the connector. Here is a walkthrough on how to connect the two systems, or Velosio is here to help. There are some pitfalls to avoid when connecting the two systems, and it’s important to have a backup before attempting the integration.

Tips for Integration

Common errors include:

• The browser blocks the pop-up window. When you turn on the Enabled toggle, Business Central opens the Waiting for a response – do not close this page while it waits for an access token from Shopify. If that page is closed or blocked, you can’t connect to Shopify. Learn more at Request the access token.
• It might be a good idea to have the Shopify admin open in the same browser as Business Central.

• Oauth error invalid_request: Could not find Shopify API application with api_key.
• Oauth error invalid_request: Your account does not have permission to grant the requested access for this app.
• Connection issues from sandbox environments.
• The app could not be loaded.

Learn more about resolving these issues and completing the connection by visiting Microsoft’s Shopify and Business Central synchronization troubleshoot resource page.

Interested in Integrating Your Shopify Store with Microsoft Dynamics 365 Business Central?

Velosio helped Werner Gourmet Meats, a family-run meat snack company, achieve explosive growth by integrating Shopify with Dynamics 365 Business Central. This integration streamlined their workflows and boosted efficiency across the board.

Here’s how your business can benefit from this integration:

• Eliminate manual data entry: Seamless integration between Shopify and Dynamics 365 Business Central eliminates the need for manual data entry for tasks like item maintenance, customer details, pricing, and sales orders.
• Real-time inventory management: Get real-time visibility into your inventory levels, allowing you to avoid stockouts and optimize your ordering process.
  Improved order fulfillment: The integration streamlines the order fulfillment process, reducing picking errors and accelerating order-to-shipment times.
• Deeper insights into your business: With real-time data at your fingertips, you can gain valuable insights into your sales performance, production levels, and more, allowing you to make data-driven decisions.

Don’t let outdated systems hold your business back. Leverage Microsoft Dynamics 365 Business Central and Shopify integration to achieve new levels of efficiency and growth.

Let us help you achieve similar results. Contact us today to learn more!

Velosio, an award-winning Microsoft Dynamics 365 Business Central partner, can help with your Shopify and Business Central integration. We bring 30+ years of experience helping companies modernize applications, simplify operations, and leverage their data to make better decisions. Our clients trust our consulting, implementation, and support teams to reduce risk, empower innovation and create the foundation for reshaping the employee and client experience.