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 you do not need to update anything in your system when we deploy updates or additions to the web service used between your ERP and Experlogix Digital Commerce - you simply get access to more functionality and features.
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 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 Aphix eCommerce - Product Configuration. Specific ERP integration data points listed below.
Feature | Table mapping | 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 | Table mapping | 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 | |
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 | Mapped to 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 | Table mapping | Extra notes |
|---|---|---|
Import pricing data regularly | Table 7000, Price List Header Table 7001, Price List Line |
|
Apply customer-specific pricing | Table 7000, Price List Header Table 7001, Price List Line |
|
Supports Units of Measure (UoM) |
| |
Display trade pricing in multiple currencies |
Stock
Supports a subset of standard WebShop available for Stock. Specific ERP integration points listed below.
Feature | Table mapping | Extra notes |
|---|---|---|
Display real time stock availability | Table 27, Item Table 14, Location |
|
Shipping and delivery
Supports a subset of standard WebShop available for Shipping and delivery. No specific ERP integration data points.
Payment gateway integration
Currently not supported but coming soon.
Integrating with external tools
Standard WebShop features available for Integrating with external tools. No specific ERP integration data points.
Internationalization
Standard WebShop features available for Internationalization. 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.