Microsoft Dynamics 365 CRM and WooCommerce Integration

Dynamics 365 CRM system can easily be integrated with the WooCommerce Platform using our HexaSyncWe offer fully integrated CRM solutions with the e-store, which allows merchants and companies to leverage all tools and resources of Dynamics 365 CRM to get their WooCommerce stores done.

  • Save a lot of time: Microsoft Dynamics 365 CRM eCommerce integrations will synchronize into categories according to their common characteristics, pricing, etc.
  • Improve business efficiency: Increase sales and revenue by modifying your sales strategy more successfully, preventing expired inventory or a shortage of products.
  • Enhance customer experience: eCommerce integration is essential since it completes all tasks faster.
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the key important flows of Microsoft Dynamics 365 CRM and WooCommerce Integration

There are many considerations regarding the connection between Microsoft Dynamics 365 CRM and WooCommerce. Therefore, we give you a wide range of available store options.
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Set Up Microsoft Dynamics 365 CRM and WooCommerce Integration in 3 Steps

step 1 hexasync

Step 1: Verify data

Transfer data, files, or information. It is the best option for simple processes

step 2 hexaysnc

Step 2: Demo

Based on the common requirements for each type of integration, we will deliver a simple demonstration for the systems as requested

step 3 hexasync

Step 3: Deployment

Once the integration scope is confirmed, we will adjust our demo profile to fulfill your business requirements and then deploy it for usage

Dynamics 365 CRM - WooCommerce Integration Tasks

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This integration flow syncs Dynamics 365 CRM customers as WooCommerce customers.

This integration flow syncs Dynamics 365 CRM customer refunds as WooCommerce  refunds.

This integration flow syncs Dynamics 365 CRM items as WooCommerce products.

This integration flow syncs Dynamics 365 CRM sales invoices as WooCommerce  billings (orders with status paid).

This integration flow syncs Dynamics 365 CRM sales order cancellations as WooCommerce order cancellations.

This integration flow syncs Dynamics 365 CRM sales orders as WooCommerce orders.

This integration flow syncs Dynamics 365 CRM shipments as WooCommerce shipments.

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Benefits of Dynamics 365 CRM WooCommerce Integration

Realtime-Data-Sync

realtime data sync

Instantly synchronize product and inventory data and images between WooCommerce and Dynamics 365 CRM ERP. The seamless connection enables you to have your whole store under control across all channels

Multi-Channel-Selling

Multi-channel selling

Increase the chances of WooCommerce  integrations for your exposure to more potential customers and bring more sales from both your brick-and-mortar and online stores.

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Centralize reporting

Flexible, user-friendly reporting options help you optimize sales opportunities. You can track the benefits of your investment in advertising, mailings to customers, promotions, discounts, etc

About Microsoft Dynamics

Streamline your D365 CRM operations with our fully managed middleware platform.

Popular Microsoft Dynamics CRM Profiles

About WooCommerce

WooCommerce eCommerce provides both online and in-store businesses with all the tools they need to succeed.

Popular WooCommerce Profiles

Frequently Asked Questions

The Microsoft Dynamics 365 solution is flexible and customizable to meet the needs of your business. Integrate multiple CRM tools into a powerful integrated solution to meet the needs of specific lines of business or use standalone applications.

WooCommerce is an open-source flexible software solution built for WordPress-based websites. It’s commonly used to create online e-commerce shops. With this software solution, anyone can turn their regular website into a fully functioning online store with all the necessary e-commerce features.

As orders come in through your  Dynamics 365 CRM systems, our integration platform will ensure that your orders are synced in your eCommerce WooCommerce store. Document each order by day, week, month, or settlement time individually or summarized. With all transaction information, generate sales receipts and invoices. Each sale updates your inventory automatically.  Shipping and tracking information can also be integrated between the two systems to eliminate the need for manual data entry and increase the efficiency of your order fulfillment process. 

You’ll also be able to expand your customer database and enter new markets after integrating CRM. The following processes are automated and enabled as a result of CRM integration:

  • Product lists, including attributes and photos, are handled and updated automatically.
  • The amount of things in the inventory is well-documented.
  • Order information and order lists are processed automatically.
  • The information is arranged into reports and shown in a variety of ways.
  • Customers’ addresses, as well as shipping details, are simple to manage.

There are many third-party apps on the market designed to integrate with Dynamics 365. These add-ons increase functionality to turn any e-store into a fully functional online store management system. 

Establishing Dynamics 365 CRM integration takes work, which is why many business owners prefer to use a third-party integration platform like HexaSync. Integrating with CRM takes a lot of time and work; thus, having an API integration solution can help you deal with the issue’s complexity. It’s also worth noting that enlisting expert assistance from the Beehexa team will reduce the amount of time and effort spent on the integration.

HexaSync provides data-integrity protection measures and cell-based mapping to ensure a reliable synchronization between your Dynamics 365 CRM and other applications.

Reviews of Microsoft Dynamics 365 reveal that, despite being expensive, particularly for startups, it is a great program for managing operations, automating workflows, and omnichannel customer communication.

Beehexa utilizes the latest technologies and optimizations in the industry to deliver to you HexaSync – a real-time data sync and monitoring middleware. Hexasync provides data-integrity protection measures, as well as cell-based mapping, to ensure a reliable synchronization between your eCommerce storefront and ERP system. Beehexa ERP Integration can handle every kind of data, with support for various key data: Product Category, Warranty, Shipment, Customer, Warehouse, Invoice, Order, and Products.

Features:

  • Middleware: a light application-independent software that handles all the complexity of integrations
  • EAV Design Pattern: is incorporated to allow for more flexibility in data modeling
  • Message Queue-Based Architecture: simplifies the coding of decoupled applications and provides better performance, reliability, and scalability
  • Customizable Handlers: allow for better visibility into the statuses of your customers’ orders
  • Cell-Based Mapping: high precision mapping of single-cell data for a reliable synchronization
  • Async Integration: keeps your business updated with real-time synchronization.
  • Compatible with legacy ERP applications: Connect your eCommerce storefront with any ERP applications with ease

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