UK Dynamics 365 & PowerApps partner

Integrating Your Ecommerce Store With Dynamics

Integrating WooCommerce, Shopify or Magento With Dynamics

Many companies operate an online store separately from their CRM / ERP system. As your company grows and sales increase, the admin burden of maintaining two systems increases as well.

If you have a Microsoft Dynamics based CRM or ERP system, that’s great for collecting customers, leads and opportunities, but it doesn’t help with orders and product management, if your systems aren’t integrated.

So, should I integrate my ecommerce site with Dynamics 365?

The most common reasons for doing this are

  • Saving admin costs – no more dual keying or slow importing
  • Consistent data between your systems
  • Creating a more robust, scalable system

What can I do with Dynamics?

If you integrate your e-commerce with Dynamics, you open up many possibilities

  • Marketing Automation: Dynamics Sales and Dynamics Customer Insights, both feature automation (particularly so with Customer Insights). You can automate personalised marketing campaigns to improve customer retention and increase spend
  • Data Reporting: Having your data all in one place means your reporting will uncover many new insights, meaning to better business insights and decision-making.
  • Mobile: Dynamics has a strong mobile offering, so staff are empowered to update data and read reports at times convenient to them
  • Future Technology: Dynamics is a very well resources system. New AI features will help people with admin tasks and help spot problems before that happen
Dynamics integrating with Woocommerce, Magento and Shopify

What can a Dynamics 365 ecommerce integration do?

  • Push order information from your website to your CRM / ERP system
  • Synchronise product information between the two systems
  • Synchronise customer information
  • Maintaining stock levels between the systems

How could an ecommerce and Dynamics integration benefit a business?

  • Increased customer satisfaction
  • A single shared source of truth for the team
  • Streamlined supply chain and automation

What savings might I expect?

If, for example, we just look at the savings involved in handling orders

Cost
Manual time spent processing order and transferring to Dynamics£5 / order
Number of incoming orders per day50
Assuming a reduction in effort of 60%-60%
Approximate annual savings£54,750

This is a rough estimate, for an average business type. The estimate doesn’t include products or customer admin. However, it’s a good illustration of how this integration could easily save businesses thousands of pounds.

I’ve only got Dynamics CRM, what can I do?

If you have Dynamics 365 sales you can integrate many parts of your ecommerce system, but you won’t have control of warehouse management, finance and manufacturing. This might be suitable for simple products with small numbers of orders.

What can I integrate?

  • Customers
  • Orders
  • Products

A full ERP system like Business Central will include

  • Inventory management
  • Financial management
  • Warehouse management
  • Manufacturing management

How does it work?

The data is synchronised using a cloud based service which operates separately from your website and Dynamics system. The data is updated to a regular schedule, so each system is up to date always.

Connect Dynamics and Ecommerce via the AMS cloud connector

How long will it take and what are the costs?

A Dynamics integration with an ecommerce website tends to involve using an out of the box solution and then customising it to a customer’s needs. At a basic level it can be a simple process to move new orders from your website into Dynamics. More complex tasks like synchronising customers and products will take longer and need more customising.

Ecommerce & Dynamics Integrations
WooCommerce
Shopify
Magento

If you have any questions about ecommerce integrations, please get in touch. Send a email here or call us on 01422 331188

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📆 Last update: April 24, 2024

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