2022
DBSync for Microsoft Dynamics CRM & Shopify integration template is easy to use integration solution to integrate Microsoft Dynamics CRM Accounts, Products, and Opportunities with Shopify Customers, Products and Opportunities.
DBSync provides bidirectional integration between Microsoft Dynamics CRM and Shopify with the pre-built, customizable field-to-field mappings along with flexibility for more complex and dynamic mapping and data transformation capabilities.
It is an easy to use solution to integrate Microsoft Dynamics CRM Accounts, Invoice Module and Products with Shopify Customer / Sales channels, Orders and Products respectively. DBSync with an automatic online update, enables customers to enjoy all the product updates and features with every new release.
Track Order Fulfilment, AR and Inventory Update effectively.
The data flow of bidirectional integration between Microsoft Dynamics CRM & Shopify is shown in the below table.
The template of Microsoft Dynamics CRM and Shopify comes as one project with the following data flows:
Data flow from Microsoft Dynamics CRM to Shopify: This section explains the data flow from Microsoft Dynamics CRM to Shopify platform and 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 constitute of retrieving data from the product object of the Microsoft Dynamics CRM and integrating with Shopify as products.
Opportunity Integration: The opportunity integration data flow constitute of retrieving data from the opportunity/order and opportunityline/orderline items object of Microsoft Dynamics CRM and integrating with Shopify as Orders and Orderline items.
To facilitate the data flow between Microsoft Dynamics CRM and Shopify, the user has to do the following
DBSync integration of Salesforce & Shopify can be triggered by
Using the "Run Now" button from DBSync platform
The user has to login to DBSync with his valid credentials and hit 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 the integrations and details pertaining to usage of DBSync scheduler is available from the link Scheduler