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| Enabled for | Public preview | General availability |
|---|---|---|
| Admins, makers, marketers, or analysts, automatically | 
Mar 1, 2024 |
Apr 2, 2024 |
Business value
When you connect Shopify B2B and Business Central, you get better visibility into pricing, customers and their order histories, order status, billing, and payments. With better visibility, you can respond faster to customer inquiries, process returns and refunds on time, and handle order processing more accurately.
Feature details
The Shopify Connector now supports the latest features of Shopify's B2B platform, such as companies, prices, payment options, and more. With these features, you can manage multiple buyers and groups, offer different pricing and discounts, and streamline your B2B operations. You can easily synchronize your Shopify B2B data with Business Central and automate your workflows. This synchronization helps you save time, reduce errors, and increase customer satisfaction.
Adapt faster
When you connect Business Central with Shopify, you help merchants around the world implement more agile online business processes while keeping their people focused on selling. With connected data across your online stores and business operations, you can rapidly respond to consumer demands by adjusting product pricing and merchandising. Business Central supports multitier pricing structures, multiple currencies, companies, and entities. It easily supports multiple Shopify store scenarios.
Work smarter
When you eliminate manual processes, you improve accuracy and free up time for people to focus on customers. When you connect Shopify and Business Central, you get better visibility into stock, pricing, existing customers and their order histories, order status, billing, and payments. With better visibility, you can respond faster to customer inquiries, handle returns and refunds on time, and process orders more accurately.
Perform better
When you enhance operational efficiency, you save time and reduce costs. You also get better results and faster decision-making. You can confidently expand your online presence while keeping overhead low with automatic synchronization between systems for price changes, product updates, and customers. At the end of accounting periods, Business Central helps with financial reporting and tax reporting required by local legislation.
Details
To support both the D2C and B2B flows, the current customer synchronization flow focuses on D2C scenarios. A new flow supports B2B customers.
Customer Sync D2C
The Export Customers To Shopify action is removed. The connector doesn't automatically export all existing Business Central customers. Instead, use the Add Customers to Shopify action on the Shopify Customer page. On the request page, specify the Shopify shop and add filters if you want to export a subset of customers. The connector checks whether a customer with the same phone number or email address already exists in Shopify. If it finds a match, it maps the customer to Business Central. If it doesn't find a match, it creates a new customer.
You can open the Shopify Customers page by using the Customers action on the Shopify Shop card.
Company B2B
The Shop Card page includes new actions:
- Related > Companies
- Reset Companies Sync action
The B2B fields work like the fields for Customer D2C synchronization:
- Can Update Shopify Companies
- Default Permission on Contact that you assign to the contact linked to the company. Options are: No permission, Ordering only, Location admin
- Company import type
- Can Shopify Update Companies
- Auto Create Unknown Companies
- Auto Create Catalog: If you want to automatically create a catalog for the exported company. You can assign a catalog manually from a list of Shopify catalogs.
A new entity represents the company. It includes these objects:
- Company Table
- Company List
- Company Card
- Main Contact Factbox
- Company Location Table
New actions let you add or sync a company to Shopify.
The Add Company to Shopify action and report:
- Create a customer and company in Shopify.
- Add a customer as the main contact.
- Add the Main location (this location can change).
- Add a catalog, based on your settings.
The Sync Company action and report either update the company in Shopify or import a company to Business Central, depending on the sync direction. For importing a company to Business Central, the connector:
- Retrieves the company, main contact, and location, and maps the company and customer records. It updates or creates these records based on your permissions.
For catalogs, we've added the following tables:
- Catalog Table
- Catalog List
- Price synchronization settings for each catalog. These settings are similar to the price settings in the Shopify Shop card FastTab.
- Hyperlink to Shopify Admin to review and manage products included in the catalog.
You can import catalogs from Shopify, assign them to companies, set price calculation settings, and trigger a price update for catalogs.
Orders
Imported orders use the D2C customer information or the B2B company information to find a mapping of bill-to and sell-to customers.
Tell us what you think
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.