Shopify Orders to Dynamics365 CRM

Introduction

DBSync for Shopify and Dynamics365 CRM Integration is an easy to use application. It integrates Shopify Products, and Orders with Dynamics365 CRM Product, Account, Opportunity, Invoice and SalesOrder. DBSync provides integration with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

Data flow integration between Dynamics365 CRM Litify and QuickBooks Desktop Integration is shown in the table below.

Dynamics365 CRM	Shopify
Product	Product
Account	Orders/ Customer
Opportunity, Invoice, SalesOrder	Orders

DBSync Profile and Application Setup

• Go to www.mydbsync.com & register for Free Trial. Ensure that Source and Target Adapters are Shopify and Dynamics365 CRM respectively.

• Login to DBSync Cloud Workflow

• Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:

• Provide your 'User Name' and 'Password' setup during signup and click 'Login'.

• You will be redirected to DBSync Cloud Workflow Home Screen as shown below

• Click the Apps icon from the left navigation toolbar to add desired applications
• Click on Dynamics365 CRM Connector and choose 'Login to Dynamics365 CRM'

• You will get a pop-up to confirm your Dynamics365 CRM - Username and Password. Enter Credentials, and click 'Login' as shown below:

• Click on Shopify Connector and choose 'Login to Shopify'

• You will get a pop-up to confirm your Shopify - Username and Password. Enter Credentials, and click 'Login' as shown below:

OR you can establish a connection with your application during the template import process. The initial step of the Setup Wizard involves linking to your applications.

Process to Run the Integration

To utilize the pre-built template DBSync Shopify and Dynamics365 CRM follow the below steps:

First Step you need to Select the Integration Template

1. In the Template Library, look for the integration template specifically designed for Shopify Order and Dynamics365 CRM.

2. Select the template and import it into your workspace.

3. Enter a name for the integration project:

4. After importing the template, you'll be presented with a setup form containing four simple steps

Setup Process

1. On the "Connection Setup" tab.

To proceed, we'll need to connect to your Dynamics365 CRM application to grant access to your data. We'll also need to establish a connection to Shopify to access their data.

2. Setup Variables

3. 1. Here, you should define values for variables based on your company's specific use case.

   2. For example, you can select values for Dynamics365 CRM transaction creation variables, and Shopify Fulfillment Status for data mapping between Shopify and Dynamics365 CRM.

   3. Create/Update Shopify Products in Dynamics365 CRM?

   4. • All Products: If you select this value, all products from your Shopify store will be automatically created in Dynamics365 CRM.

      • Order Product: Selecting this will result in the creation of products from orders in Dynamics365 CRM, not individual products.

3. Click 'Next' to 'Run' to complete the Integration.

4. Finally, navigate to the "Scheduling and Automation" step.

We need to Set up scheduling parameters for automated integration between Shopify and Dynamics365 CRM. Here there are different intervals such as minutes, hours, days, or weeks. And also we can customize the schedule as needed.

You will be redirected to the 'Task Screen'.

1. Click 'Configure' to access various workflows pre-built for the integration.

2. Or Run the integration from ‘Run’.

Pre-built Template and Workflows

The template downloaded from the library contains various workflows which can be enabled to run the integration between Shopify Order and Dynamics365 CRM.

Make sure you ENABLE the required workflows before you run the integration.