Shopify and all Microsoft Dynamics 365 products are powerful solutions that businesses can use to manage their operations and drive growth. Especially when Microsoft Dynamics 365 integrates with Shopify, it offers a comprehensive solution for effective business. In this article, let’s discuss the Shopify and Dynamics 365 integration.
What is Shopify Dynamics 365 integration?
As you know, Shopify is a cloud-based platform that allows owners to build an online store. Dynamics 365 is an ERP application that provides various functions to manage the business, such as sales, marketing, customer service, and operations. Integrating these two systems is a type of eCommerce ERP integration that allows organizations to streamline their eCommerce operations and manage an efficient workflow.
Benefits of Shopify Dynamics 365 Integration
Once Microsoft Dynamics 365 integrates with Shopify, most of the processes related to both systems will be unified. It offers a range of benefits that can help businesses grow and become more effective. In this section, we’d like to introduce some key benefits of Shopify and Dynamics 365 integration for your reference.
Streamline Business Operations
The Shopify and Dynamics 365 integration allows businesses to streamline their operations by automating manual processes. For example, all orders created on the Shopify store can be automatically transferred to Dynamics 365. Furthermore, an organization can accurately track and manage its inventory in real-time, as well as view customer data in a single dashboard.
By integrating Shopify and Dynamics 365, an organization can reduce most human error risks and have an overview of all processes to set up respective plans.
Improve the accurate data
Integrating two systems allows the data to be automatically updated, which can help businesses eliminate human errors and improve the accuracy of their data. It also helps businesses make better decisions and have more efficient and streamlined operations.
The accurate data is expressed through real-time data syncing between Shopify and Dynamics 365, reducing duplicated data or inconsistencies and providing an up-to-date view of stock levels.
Enhance the customer experiences
Once Dynamics 365 integrates with Shopify allows businesses to improve and personalize their customer experiences. All customer information can be automatically transferred from Shopify to Dynamics 365, making it easier to streamline effective checkout processes.
Besides, the business can access comprehensive customer data from both systems, so they can better meet customer needs to provide service. On the other hand, the customer can accurately check the order status or all up-to-date product information, which will improve the customer’s shopping experience and satisfaction.
Increase the productivity
Microsoft Dynamics 365 integrates with Shopify, which can contribute to increasing productivity. The manual processes will be automated, freeing up time and resources to focus on more important tasks. Besides, organizations can access the necessary information in the fastest way possible via a centralized view of all customer and order data.
With the updated data in real-time, businesses can ensure the amount of stock, get valuable insight via detailed reports, and respond to customer requirements and issues. As a result, Microsoft Dynamics 365 integrates with Shopify can help businesses increase productivity and drive growth.
Some ways to implement Shopify Dynamics 365 Integration
We’ve had an overview of Microsoft Dynamics 365 integrates with Shopify and its definition and benefits, and we agree that organizations need to consider this solution. However, not all businesses can integrate Microsoft Dynamics 365 with Shopify. It is even more difficult for a person who isn’t good at writing code.
So, in this section, we’d like to suggest some methods for both non-programmers and programmers to create an environment for Microsoft Dynamics 365 to integrate with Shopify.
Building a custom integration solution
A “custom integration solution” is specific software that was built to connect and transfer data between two or more systems or applications. This solution is suitable for programmers who can use custom code, APIs, and others to create custom integration software.
The custom integration software can be built in-house or outsourced in two ways:
- Implement a Dynamics app and an extension to interact with Shopify via APIs.
- Implement a Shopify app to integrate with Microsoft Dynamics 365 via its APIs.
The process of building a custom integration solution typically involves analyzing the requirements of the business, designing a solution that meets those requirements, and then developing, testing, and deploying the solution.
Benefits of implementing integration by using a custom integration solution
- A custom app can connect the different systems that are not natively compatible.
- Create integrated software to meet the specific needs of the business.
- A custom integration solution can be more cost-effective in the long run.
Using open-source middleware
An open-source middleware is released under an open-source license, which allows users to access and modify the source code. This solution is suitable for businesses that have the technical expertise and resources to build and maintain an integrated solution.
By using open-source middleware, the business can facilitate a common environment for Microsoft Dynamics to communicate and transfer data with Shopify.
In the market, many providers offer a wide range of connectors, APIs, and other tools that enable developers to build integrated software, such as
Some key benefits of using open-source middleware when Microsoft Dynamics 365 integrates with Shopify
- Simplifies and standardizes the integration process
- Reduces the complexity and cost.
- Provides a high level of flexibility and customization.
- Developers can modify the source code.
Using an iPaaS Integration Platform
iPaaS, which stands for “integration platform as a service,” is a cloud-based integrated solution provided by third-party integration providers. They will build and deploy an integration platform based on specific customer needs. This solution is suitable for businesses of all sizes that need to integrate different systems and applications without coding knowledge.
Before implementing Shopify Dynamics 365 using an iPaaS integration platform, organizations need to first thoroughly research and contact a reputable provider. Discuss and come up with a unified plan that meets the needs and budget of the business, then sign up for their service and use it.
Benefits of implementing Shopify’s Dynamics 365 integration using an iPaaS integration platform
- Users can access it from any location and on any device.
- It is user-friendly and easy to use.
- Reduce cost and time to focus on other purposes.
- The users can scale their integration needs.
In the market, many providers offer iPaaS integration platforms, such as
Implementing Shopify Dynamics 365 integration with the HexaSync platform
HexaSync is a platform that offers an integrated solution for businesses. It facilitates accessing, connecting, and syncing data between two or more applications to automate business processes. Working as middleware, the HexaSync platform helps organizations streamline operations by connecting legacy systems with modern SaaS applications via APIs and access tokens.
One of the most useful HexaSync features allows businesses to monitor data. It means that users can see exactly how data flows from source to destination. They can even detect problems during the integration process and handle them promptly if they are not technical.
With HexaSync, businesses can streamline various processes based on their budgets and requirements, such as sales orders, product information, inventory information, and so on.
Besides, the organization can refer to many other eCommerce Dynamics 365 integrations for their business, such as
- BigCommerce Dynamics 365 integration
- Wix Dynamics 365 integration
- WooCommerce Dynamics 365 integration
- Magento Dynamics 365 integration
A step-by-step guide to integrating Dynamics 365 and Shopify using the HexaSync integration platform will give you all the necessary information for integration.
In conclusion, Microsoft Dynamics 365 integrates with Shopify, which can create opportunities for businesses to streamline and automate their processes. With the integration of Shopify and Dynamics 365 for Business, most manual tasks will be automated, data will be more accurate, and human errors will be reduced. So it’s a highly recommended solution for businesses that are running a Shopify store and Microsoft Dynamics 365 apps at the same time to establish a unified operating process.