Business Central and Shopify working together

Name: Business Central and Shopify working together
Rating: 4.1 (4 reviews)

Learn how to connect the ERP system Microsoft Dynaimcs 365 Business Central with the e-commerce platform Shopify

Created byDominik Scheuringer

Last updated 4/2023

English

English [Auto],

What you'll learn

Get a general understanding of Microsoft Dynamics 365 Business Central, Shopify and its components
Learn how to setup the connection between Business Central and Shopify
Learn how to exchange the essential master data between Business Central and Shopify
Learn how to exchange transactional data and fulfillment information between Business Central and Shopify

Course content

5 sections • 21 lectures • 1h 13m total length

Introduction to the Course3:41
Explore connecting Microsoft Dynamics 365 Business Central with Shopify via the connector, and learn to set up the integration, synchronize master data, and exchange transactional and fulfillment information.
What is Business Central5:56
Discover how Microsoft Dynamics 365 Business Central unifies finance, operations, sales, and customer service in a cloud ERP, offering actionable insights and Shopify integration.
What is Shopify3:11
Learn how Shopify functions as a leading e-commerce platform that centralizes products, data, customers, and sales channels, while connecting with Business Central to synchronize data.
Overview of the Capabilities of the Connector6:02
Explore the Shopify connector for Dynamics 365 Business Central, enabling bidirectional sync of items, inventory, and customers, plus order import and fulfillment updates across multiple shops.
How to get Test Versions4:45
Set up test versions of Business Central and Shopify by creating a tenant on the Microsoft Customer Digital Experience, then start free trials and sign in with the admin credentials.

Goals of this Section0:46
Learn the prerequisites for connecting Business Central with Shopify on both sides, how to install the connector, and how to connect it to systems, establishing the foundation for future lectures.
Prerequisites2:58
Identify prerequisites for connecting Shopify with Business Central: a Shopify account and store, checkout and tipping settings, and the Shopify Connector app with admin permissions.
Connection2:24
connect your Business Central with your Shopify store by creating a new Shopify shop, entering the shop code and shop name dot myshopify.com, enabling the connection, and installing the app.
Review of Section 20:26
Identify the prerequisites for connecting Business Central and Shopify and learn how to establish the integration. Prepare to exchange master data between Business Central and Shopify in the next section.

Goals of this Section0:45
Synchronize items and related information between Business Central and Shopify, and exchange customer data across systems, establishing the master data foundation for transactions.
Items / Products12:12
Synchronize items between Business Central and Shopify, mapping Business Central items to Shopify products, including physical goods, digital downloads, services, and gift cards, with export and import options.
Customers5:07
Learn how to synchronize customers between Business Central and Shopify, including mapping options, import and export of customers, and settings like email validation, country region code, and unique phone numbers.
Review of Section 30:39
Synchronize master data, items and related information from Business Central with Shopify products, and exchange customer data between the two systems to enable Shopify to Business Central transactions.

Goals of this Section0:56
Synchronize inventory between Business Central and Shopify and transfer Shopify orders to Business Central; automate background tasks and send fulfillment data to Shopify for a seamless transaction workflow.
Inventory Levels5:32
Learn how to synchronize inventory levels between Business Central and Shopify, including enabling inventory tracking, configuring location filters, initiating the inventory sync, and understanding projected available balance.
Orders10:56
Synchronize orders from Shopify to Business Central by mapping currency, exchange rates, shipping charges, tips, taxes, and locations, then auto-create sales documents and sync shipments back.
Fulfillment Information2:25
Synchronize Shopify transactions and payouts with Business Central, automatically map payment methods, and view multi-payment orders and payouts within Shopify.
Run tasks in the background2:05
Run background tasks to automate the Shopify–Business Central integration, using manual or scheduled recurring job queue entries to sync orders, shipments, stock, products, images, customers, and payments.
Review of Section 40:34
Review section four covers syncing inventory from Business Central to Shopify, sending Shopify orders to Business Central, and automating background tasks for fulfillment updates.

Review of the Course1:05
Review the course, learn when to use the Shopify connector with Business Central, and master setting up the connection, exchanging master data, and synchronizing transactional and fulfillment information.
Why and when using the Shopify Connector for Business Central1:11
The Shopify connector for Business Central provides a direct, seamless integration between Dynamics 365 Business Central and Shopify, enabling data-driven decisions, streamlined workflows, and time and cost savings.

Requirements

Basic knowledge of Microsoft Dynamics 365 Business Central
Basic knowledge of Shopify

Description

This course is divided into 5 sections whereby each section consists of three to six lectures. Each lecture has a duration of 2 to 15 minutes where I'll also show and explain you different topics directly in the software.

So we start with section 1 Introduction where I give you a short introduction and overview of the course.

Section 2 deals about how to setup and use Business Central, Shopify and the connector between these 2 systems.

In Section 3 we continue with synchronizing Master Data between these 2 systems.

Section 4 concerns with exchanging Transactional Data.

And finally we will end the course with a conclusion in section 5.

So what are the goals of this course. Students will be able to …

Get a general understanding of Business Central and Shopify and its components.
Learn how to setup the connection between Business central and Shopify.
Learn how to exchange the essential master data between Business Central and Shopify.
Learn how to exchange transactional data and fulfillment information between Business Central and Shopify.

The ideal student for this course has already basic knowledge of Business Central and Shopify and is interested in how to connect these 2 systems together effectively. As you will see, it offers great functionality optimizes the workflow between business central and shopify very much.

The course is not for absolute beginners who want to learn how to work with Business Central in general.

Who this course is for:

The ideal student for this course has already basic knowledge of Business Central and Shopify and is interested in how to connect these 2 systems together effectively.

Business Central and Shopify working together

What you'll learn

Explore related topics

Course content

Introduction5 lectures • 24min

Setup4 lectures • 7min

Exchange Master Data between Business Central and Shopify4 lectures • 19min

Exchange Transaction Data between Business Central and Shopify6 lectures • 22min

Conclusion2 lectures • 2min

Requirements

Description

Who this course is for: