DBSync for Microsoft Dynamics 365/CRM & Shopify integration template is easy to use integration solution. It integrates Microsoft Dynamics 365/CRM Accounts, Products, and Opportunities with Shopify Customers, Products and Opportunities.
DBSync provides bidirectional integration between Microsoft Dynamics 365/CRM and Shopify. It offers pre-built, customizable field-to-field mappings along with the flexibility for more complex and dynamic mapping and data transformation capabilities.
The seamless solution integrates Microsoft Dynamics 365/CRM Accounts, Invoice Module and Products with Shopify Customer / Sales channels, Orders and Products respectively. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.
Track Order Fulfilment, AR and Inventory Update effectively.
The data flow of bidirectional integration between Microsoft Dynamics 365/CRM & Shopify is shown in the table below.
The template of Microsoft Dynamics CRM and Shopify come as one project with the following data flows:
Data flow from Microsoft Dynamics 365/CRM to Shopify: This section explains the data flow from Microsoft Dynamics 365/CRM to Shopify platform. It is presented as per entity so that readers can understand the integration requirement and configure their template without any help from DBSync support team.
Product Integration: The product integration data flow constitutes retrieving data from the Product object of the Microsoft Dynamics 365/CRM and, integrating it with Shopify as product.
Opportunity Integration: The Opportunity integration data flow constitutes retrieving data from the Opportunity/Order/Invoice and Opportunityline/Orderline/Invoiceline Items object of Microsoft Dynamics 365/CRM and integrating it with Shopify as Orders and Orderline items.
Take following steps to facilitate the data flow between Microsoft Dynamics 365/CRM and Shopify:
DBSync integration of Salesforce & Shopify can be triggered by:
Clicking "Run Now" button from DBSync platform.
The user has to login to DBSync with his/her valid credentials and click the "Run Now" button from the process listing page or from the workflow listing page.
Using DBSync Scheduler
Scheduler available in DBSync account can be used to schedule integrations. Details pertaining to usage of DBSync scheduler is available from the link Scheduler.