Seamlessly Integrate
Shopify & Microsoft Dynamics
Shopify Microsoft Dynamics Integration
Trellis has partnered with Celigo to offer a cutting edge Microsoft Dynamics 365 integration that allows companies to seamlessly sync customers, orders, products, shipments, and price data between Shopify and Microsoft Dynamics via real time API's. We can help you refine your integration strategy and implement iPaaS so you can integrate all key data points to many different systems over time.
General Features Overview
We have built the connector so that you can do all key operations in Microsoft Dynamics and key eCommerce processes in Shopify without having to manually sync data back and forth or duplicate processes.
Customer & Address Sync
We will seamlessly sync customers with the ability to add new customers as an option. We can also allow syncing of address books so that customers can have updated ship to locations for their potential areas of purchasing.
Taxes & Add On Charges
Not every product is simple and may require special taxes and surcharges for various reasons. We can sync real time information from Microsoft Dynamics so that Shopify captures the correct taxes and add on charges during the buying experience.
Order Entry & Order History Sync
Arguably the most critical information to pass from Shopify and eCommerce to Microsoft Dynamics are the orders customers place. We will pass all order information from Shopify to Microsoft Dynamics and display all orders customers have placed offline or online so that customers can see their full order history on the Shopify website.
Shipping Updates Sync
Microsoft Dynamics is a great system for ensuring your orders are fulfilled. Shopify will consume Microsoft Dynamics data so that shipping updates are provided to the customer throughout their online ordering experience.
Price & Inventory Sync
Pricing is complex in the B2B world. We will provide real time pricing and inventory updates to ensure that your products are being sold at the right prices and your clients know when products are in stock.
AR Balance & Transaction History
Allowing companies to view their accounts receivable balance to know how much is owed is important in there ability to make smart purchases. We will integrate Microsoft Dynamics data to Shopify so that customers can view their data and know what is left to pay on their credit balance.
Designed for Microsoft Dynamics
Exclusively use Microsoft Dynamics 365 for communication. Integration services are cloud-based and multi-tenant. Bidirectional communication.
Rapid deployment
We can work quickly to identify your core needs and integrate the key services from Shopify to Microsoft Dynamics and vice versa.
No Manual Entry
This is a fully integrated solution so that you can seamless sync data between both systems without manual entry.
Integration Technical Overview
This is a bidirectional workflow between Shopify & Microsoft Dynamics. Shopify to Microsoft: Shopify makes API requests to integration services. Services make API calls to Microsoft Dynamics and returns result. E.g. order entry from Shopify to Microsoft Dynamics Microsoft to Shopify: Integration services receive Microsoft Dynamics environment. Services make API calls to Shopify to update information. E.g. order ships from Microsoft Dynamics to Shopify.
