New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Connect Business Central With Shopify B2B

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 7th of the new functionality in the Application section is connect Business Central with Shopify B2B.

Connecting Shopify B2B and Business Central improves visibility into pricing, customers and their order histories, order status, billing, and payments. Better visibility means faster response to customer inquiries, timely returns and refunds, and more accurate order processing.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

The Shopify Connector now supports the latest features of Shopify’s B2B platform, such as companies, prices, payment options and more. These features allow you to 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 helps save time, reduce errors, and increase customer satisfaction.

Adapt faster

Connecting Business Central with Shopify helps merchants around the world to 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 to adjust product pricing and merchandising. With support for multitier pricing structures and multiple currencies, companies, and entities, Business Central easily supports multiple Shopify store scenarios.

Work smarter

Eliminating manual processes improves accuracy and lets people focus on taking care of customers. Connecting Shopify and Business Central improves visibility into stock, pricing, existing customers and their order histories, order status, billing, and payments. Better visibility means faster response to customer inquiries, timely returns and refunds, and more accurate order processing.

Perform better

Enhanced operational efficiency not only saves you time and reduces costs, it can also translate into better results and faster decision-making. You’ll have the confidence to expand your online presence while minimizing overhead with automatic synchronization between systems for price changes, product updates, and customers. At the end of accounting periods, Business Central will help with the financial reporting and tax reporting required by local legislation.

Details

To make sure that both the D2C and B2B flows are supported, the current customer synchronization flow focuses on D2C scenarios and a new flow is available for B2B customers.

Customer Sync D2C

Export Customers To Shopify is removed. The Connector won’t export all existing Business Central customers automatically. Instead, on the Shopify Customer page, use the Add Customers to Shopify action. On the request page, specify the Shopify Shop and 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 it to a customer in Business Central. If it doesn’t find a match, it creates a new customer.

You can also open the Shopify Customers page by using the Customers action on the Shopify Shop card.

Company B2B

There are several new actions in the Shop Card page:

  • Related > Companies
  • Reset Companies Sync action

The B2B fields work in a similar way as their counterparts for the Customer D2C synchronization:

  • Can Update Shopify Companies
  • Default Permission on Contact that is assigned to the contact linked to the company. Possible options are: No permission, Ordering only, Location admin
  • Company import type
  • Can Shopify Update Companies
  • Auto Create Unknown Companies
  • Auto Create Catalog: If for exported company you want to create a catalog automatically. You can assign a catalog manually from a list of Shopify catalogs
Shopify Shop Card

There’s a new entity representing Company, for which Microsoft added the following objects:

  • Company Table
  • Company List
  • Company Card
  • Main Contact Factbox
  • Company Location Table

New actions allow you to add or synchronize a company to Shopify.

The Add Company to Shopify action and report do the following:

  • Create a customer and company in Shopify
  • Add a customer as the main contact
  • Add location ‘Main’ (this is subject to change)
  • Add a catalog, depending on your settings
Shopify Company

The Sync Company action and report which, depending on the synchronization direction, either updates the company in Shopify or imports a company to Business Central. In the latter case, the Connector does the following:

  • Retrieves the company, main contact, and location and map Company/Customer, updated (if allowed) or create (if allowed).

For catalogs, Microsoft have added the following:

  • 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.

Catalog and prices

Orders

Imported orders use the D2C customer or, if available, the B2B company information to look for a mapping of bill-to and sell-to customers.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Specify Dimensions on Posted Entries Applications With Realized Gains or Losses
Allow Lines with Amounts of Zero on Recurring General Journals
Automate the Reminders Process in Collections
See Improved Usability for Warehouse and Inventory
Ensure Accurate Inventory Valuation by Controlling Cost Adjustment
Use a New Role Center for Collection Management
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Process Czech Bank Statements, Payment Orders More Productively
Improvement of Czech Localization Reports
Report Explorer has Additional Outputs in the Czech Version
Improved Updates of ARES Data in the Czech Version
Allow More Extendability of Advance Payments in the Czech Version
Print QR Codes on Sales Invoices in the Czech Version
Use Excel Layouts for Czech Reports
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Cookies in HTTP Calls From Business Central
Define Tooltips on Table Fields
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
Analyze Telemetry Events Across Browser and Server for a Session or User
Use Premium License to Sign In to Environment with Essentials Licenses
Experience the New Embedded AppSource Marketplace Page
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones
Boost Productivity With the Modern Action Bar
Enhancements to the User Experience

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