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Submitted by:
i95Dev
33 Wood Avenue South, Suite 600, Iselin, New Jersey, 08830
Phone: 301.760.7499
Dynamics 365 Business Central Connect
Version 1.0
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Contents 1. Introduction ......................................................................................................................................... 2
1.1. About the guide .......................................................................................................................... 2
1.2. Terminologies.............................................................................................................................. 3
2. Configuration and Setup ................................................................................................................... 3
2.1. i95Dev Connector Settings ........................................................................................................ 4
2.2 Setting up the Connector: ......................................................................................................... 5
2.3 Setting up Connector notifications: ......................................................................................... 6
2.4 Enabling Message Queue Report ............................................................................................. 6
2.5 Implementing Locale .................................................................................................................. 7
3. Data synchronization between Magento and DYNAMICS 365 BUSINESS CENTRAL ................ 7
4. Magento Admin Dashboard .............................................................................................................. 8
4.1 Customer ........................................................................................................................................... 8
4.2 Sales Order ........................................................................................................................................ 9
4.3 Product ............................................................................................................................................ 10
5. Message Queue Report in Magento .............................................................................................. 11
5.1 Sync status ................................................................................................................................. 11
5.2 Manual data sync ...................................................................................................................... 12
5.3 Clean up synced data ............................................................................................................... 12
5.4 Viewing sync report and manually syncing data .................................................................. 12
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1. Introduction
D365 Business Central Connect is a secure, scalable and an efficient way of integrating
Magento e-commerce and D365 Business Central systems without impacting the existing
workflow. “Dynamics 365 Business Central Connect” is more than just information sync, it
helps in increasing sales, costs reduction, improves operational efficiency, provides
superior customer experience, enables to take the business to next level.
The bidirectional information synchronization results in consistent data across the systems,
which helps in reducing manual administrative work, improves efficiency, streamlines order
fulfilment, inventory and more.
1.1. About the guide
The objective of this document is to provide “Dynamics 365 Business Central Connect”
features and its functionality. The document works on the premise that the reader is
familiar with Magento and DYNAMICS 365 BUSINESS CENTRAL ERP systems.
The manual is divided into the following parts:
# Topic Description
1 Introduction A note about this guide, and terminologies used.
2 Configuration and setup Instructions to enable and configure
“Dynamics 365 Business Central Connect”
3
Information exchanged
between Magento and
DYNAMICS 365
BUSINESS CENTRAL
List of data synchronized between Magento and
DYNAMICS 365 BUSINESS CENTRAL.
4
Magento admin dashboard
Changes made in Magento admin screens to view
DYNAMICS 365 BUSINESS CENTRAL information
(like D365 BC IDs, order status, etc.) associated
with a record in Magento.
5 i95Dev message queue
report in Magento
This section provides information about
synchronization status and more in Magento.
Table 1: List of Topics
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1.2. Terminologies
Term Description
Customer Customer details
Address Address details
Customer Group Customer Group details
Product Product details
Inventory Inventory details
Sales Price Sales Prices
Order Order details
Invoice Invoice details
Shipment Shipment details
Connector “Dynamics 365 Business Central Connect”
Magento Admin Magento admin panel or web store’s backend
BC Dynamics 365 Business Central
Table 2: List of Terminologies
2. Configuration and Setup
Upon successful installation of “Dynamics 365 Business Central Connect” on Magento system, two
tabs are added to store configurations screens. i95Dev Connect Settings and i95Dev Message
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Queue Report, these tabs are used to configure settings related to “Dynamics 365 Business Central
Connect” and Message Queue report.
Note - This document is for reference purpose only. i95Dev team will take care of installation and
configuration of the connector after “Dynamics 365 Business Central Connect” is installed on client
system
i95Dev Connect settings tab allows to manage the settings related to the connector and consists
four sections as listed below:
i95Dev Extension
i95Dev Connect Settings
i95Dev Connect Notifications
General Contact Info
i95Dev Message Queue Report tab allows to manage the settings related to reporting features
available in “Dynamics 365 Business Central Connect”. The Message Queue report allows the user to
view the statuses of data synchronization from Dynamics 365 BC to Magento, This report section
also allows the user to synchronize the data manually that fails synchronize automatically and much
more.
2.1. i95Dev Connector Settings
After installation, by default the connector is set in disabled mode.
To start data synchronization between Magento and DYNAMICS 365 BUSINESS Central, connector has
to be enabled from store configurations screen.
To enable the connector, follow the steps listed below:
1. Sign in to Magento Admin
2. Click Store option from left side of Admin bar
3. Click on Configurations option in Settings group
4. Scroll down and expand i95Dev Connect Settings tab in the left navigation panel
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Fig: i95Dev Connect Settings in store configurations
5. Select Yes in the Enable drop-down list.
Fig: i95Dev Connector Settings in Magento
2.2 Setting up the Connector:
1. Select NAV in the Component drop-down list
2. In the Capture Invoice drop-down list, Select ‘Yes’ to capture amount online, else select ‘No’
Note: By default only Authorize.net and PayPal payment methods are supported to capture funds
online
3. Select Tax Class from Default Tax Class drop-down list option. The selected Tax Class will be
assigned to a Customer Group for synchronization
4. In the Default store drop-down list, select the default store to which the customer, order and
product records will be associated during synchronization
5. In the Default UoM drop-down list, select default UoM that will be assigned to the Products
during synchronization
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2.3 Setting up Connector notifications:
1. In the E-Mail Confirmations combo-box, select the records (use ctrl key to select more than one
to enable notifications
a) Invoice: If the option is selected, e-mail is sent to customer whenever Invoice is generated in
Dynamics 365 BC
b) Shipment: If the option is selected, email is sent to customer whenever Shipment is created
in Dynamics 365 BC
2. Order Total Mismatch Notification: From the dropdown option, select ‘Yes’ to receive email
when order total mismatches, else select No.
2.4 Enabling Message Queue Report
This section provides information about status of records that synchronized from Dynamics 365 BC to
Magento. This section allows the Admin to synchronize records manually that fails to synchronize
automatically.
For more information, refer Message Queue Report in Magento.
Follow the below steps to enable Message queue report from Magento Admin Dashboard
1. Click Store option from left side of Admin bar
2. Click on Configurations option in Settings group
3. Click on i95Dev Message Queue Report (as shown in below image)
Fig: i95Dev Message Queue Report Configuration
4. Select Yes in the Enable(extension) drop-down list.
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Fig: Message Queue Report Configurations
2.5 Implementing Locale
“Dynamics 365 Business Central Connect” by default is implemented using English language and is
configured using CSV file.
To view custom fields and labels in your preferred language, download the template, add preferred
language, and upload the same to Magento FTP as shown below.
Fig: Locale implementation
3. Data synchronization between Magento and DYNAMICS 365 BUSINESS
CENTRAL
The “Dynamics 365 Business Central Connect” Connector by default synchronizes the
following data between Magento and DYNAMICS 365 BUSINESS CENTRAL:
# Element Magento to D365
BC
D365 BC to
Magento
1 Customer YES NO
2 Address YES NO
3 Customer Group YES NO
4 Sales Order YES NO
5 Product NO YES
6 Tier Prices NO YES
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7 Sales Shipment NO YES
8 Sales Invoice NO YES
Data Sync flow between two systems
4. Magento Admin Dashboard
In Magento admin dashboard, one can view DYNAMICS 365 BUSINESS CENTRAL information as D365
BC record ID, order status, etc. of records synced between Magento and DYNAMICS 365 BUSINESS
CENTRAL
4.1 Customer
Once a Customer record synchronizes between Magento and Dynamics 365 BC, User can view D365
BC Customer ID in Customer information screen (Admin Dashboard)
Two additional columns are added in Customer Grid
Origin - To identify the source system where the record was created
D365 BC Customer ID - Primary identifier to correlate the record between Magento and BC
Fig: Showing D365 BC customer ID and Origin in Magento customer grid
Similarly, this section displays additional D365 BC Information in the account Information tab like
customer’s D365 BC Customer ID.
1. Go to the Customer View tab in the Customer Information screen.
2. Scroll down to the D365 BC Information section to view Customer’s D365 BC Customer ID.
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Fig: Displaying Business Central customer ID in Magento
4.2 Sales Order
Order work Flow
In Dynamics 365 BC, the default work flow for Order fulfillment consists of 3 steps – Open Order ->
Shipment -> Invoice
Order Grid and Information Screen
Two fields are added to identity the Origin of the order and corresponding D365 BC Order ID
Fig: Showing D365 BC order ID in Magento order grid
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Go to Information tab in the Order View screen.
Scroll down to the D365 BC Information section to view Order’s D365 BC Order ID, D365 BC Order
Status
1. Go to Information tab in Order View screen
2. Scroll down to D365 BC Information section to view D365 BC Order ID, D365 BC Order Status
.
Fig: Displaying D365 BC order details in Magento Order View
4.3 Product
Inventory and Tier Prices
For Inventory and Tier Prices, Dynamics 365 BC is considered as Master. Therefore, inventory and
Tier Price information synchronizes from Dynamics 365 BC to Magento
Product Grid Information Screen
In Product grid, additional field ‘Target Product Status’ is added to view the products that
synchronized between Magento and Dynamics 365 BC. The status of such product is displayed as
‘Synced’
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5. Message Queue Report in Magento
Message Queue Report provides an overview of the status of data synchronized between Dynamics
365 BC to Magento. The sync status can be viewed using any of these entities:
1. Customer Group
2. Customer
3. Product
4. Address
5. Order
6. Shipment
7. Invoice
This is a dynamic report; once the record is synchronized successfully, the records will be erased from
report section
5.1 Sync status
The Connector assigns different status to each record during various stages of sync process.
Pending Status used for incoming data – once the Connector starts receiving a message
(data of an entity) from Dynamics 365 BC. At this stage, the data is received by
Magento but yet to be synced.
Success Status used for records which have successfully synced to Magento.
Error Status used when the Connector encounters an error during the sync process.
Complete Status used when a record is successfully synced to Magento and the success
notification is sent back to the Dynamics 365 BC system.
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5.2 Manual data sync
Each record that fails to sync to Magento (records with sync status “Error”), the connector attempts to
re-sync the record certain number of times which is pre-configured. In the process, if the record syncs
successfully the status of such record changes to “Success” and then to “Complete” as explained in the
table above. However, if the record fails to sync after number of attempts which is pre-configured, the
connector will not attempt to synch such records thereafter the automated retry process is stopped.
Those records will be removed from the message queue periodically (pre-configured).
Magento administrator can manually sync (after resolving the issue that is causing to sync
automatically) or delete those records.
5.3 Clean up synced data
To avoid the message queue with huge amount of data (to understand and in size), the Connector
periodically (pre-defined) removes old data, with sync status “Complete” and “Error”, from the message
queue.
5.4 Viewing sync report and manually syncing data
Please follow the steps to view and synchronize the records manually having status as Error.
1. Login as an administrator in Magento admin panel.
2. Click Reports in the Admin sidebar -> click Message Queue Report in i95Dev Message Queue
group. The system displays the Message Queue Report screen.
i95Dev Magento Queue
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3. Select any of the Entity type in Entity Type drop-down list.
Message Queue Report in Magento
4. To view records having Error status, select Error from the Status drop down list and click on Search.
Figure 13: Entity Status in Message Queue Report
5. Select the records (check box) to sync manually
6. Select Sync from the Action
7. Click on Submit
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