5 easy steps to integrate your ERP with eCommerce

ERP for eCommerce will help centralize, distribute and streamline your information flow. Your ERP integrates with your ecommerce platform and it can also be used to address a whole range of challenges. Integration can be challenging, without a doubt, but with the correct reasoning, strategy, initiative, and methodology you won’t have to worry about any of the tricky bits.

If you plan an e-commerce business and want to implement a smooth integration process for ERP and e-commerce, here are your steps to move forward without a hassle.


1.  Designing your online store


Select a short and memorable name that is also unique for your brand for catching consumer attention right away. You will also need to set up your store by creating the design, layouts, catalogues, and define the prices and costs for a final finish.

AI supermarket

2.  Setting up your online store


Once you have a plan and online store, the next step is to set up that store to get it running. To do this you will need to select an eCommerce platform like Magento, Shopify, or any other of your choice. You will need an SSL certificate for your web security and enable the payment method like credit card or PayPal. Additionally, you will also need to:

  • Prepare the fulfillment provider for online orders
  • Set the order process notification
  • Set up a support email address for both team and customers
  • Finally, connect your web store with an accounting system for order processing and load the catalog information.
go live

3.  Going live


Choose your launch date for making your website live and promote it publicly. Before going live, ensure that you run your website through QA so that you can change anything that is incorrect or dysfunctional. Create the buzz and grab attention by offering deals through social media and launch your platform. This is when you can also explore the option of joining any famous platform like Amazon.

4.  Optimizing your retail store with Dynamics 365 (ERP eCommerce integration)


Ensure real-time synchronization of the store with Dynamics 365. Secure payment methods with PCI OSS compliance. Also, use business process order techniques to reduce any delays and offer real-time and automated order processes. Once you integrate with Dynamics 365, you will also have a smooth supply chain and warehouse efficiency.

ERP and ecommerce
customer support

5.  Improving customer experiences  


Add both pre-sale support and post-sale support for the customers. You can facilitate customers with refunds, order tracking, and balance inquiries, etc.

Dynamics 365 e-commerce capabilities

Dynamics 365 is the perfect option for your online store because of the powerful abandoned shopping cart records, worldwide marketing, segmentation, B2C, B2B, and content personalization. It offers the right way for companies to incorporate Dynamics 365.

  • Dynamic 365 web Product Information Management helps you enrich product data across various languages, product fields, and media types.

  • When your office staff has access to the ERP system, Dynamics 365, without delays, shoppers in your eCommerce shop will also have real-time access to inventory, past orders, and account management.

  • No additional coding is required for your solution so that we can deliver bi-directional access in live mode to Dynamics 365.

  • Your clients can make purchases, place RMA demands, view orders, and make online payments anytime during the day with Microsoft Dynamics 365.

  • You will gain operative effectiveness and increase sales by combining your e-commerce store with Dynamics 365 operations.

How can DFSM help you with dynamics 365 commerce?


As an ERP consulting partner with 12 years of experience, We understand ERP and eCommerce business integration and have a thorough understanding of all the e-commerce platforms. You can trust our experts for the integration and if you need more information, request the dynamics 365 commerce demo now!


dynamics 365 ecommerce

Introducing: Microsoft Cloud for Retail

Microsoft will incorporate B2B e-commerce features to the company’s main retail market program; Dynamics 365 Commerce. The company has released a range of features, including enterprise and product apps, Cloud Services and Microsoft Ads, Microsoft Cloud for Retail.

Microsoft has also revealed their participation in the virtual NRF 2021 BIG Show, an online edition of the long-standing main exhibition for retail tech providers.

Who is Microsoft Cloud Retail for?


Microsoft Cloud for Retail Australia will be an industry-specific cloud that permits retailers to connect multiple Microsoft products and services. Another industry cloud, Microsoft Cloud for Healthcare, was also launched by Microsoft at the end of 2020 for health care organisations.

The offer now includes Microsoft, Power Platform, Microsoft 365, Dynamics 365, and Microsoft Advertising in private preview.

While no specific details of the offer were disclosed; it is clear that the programs are designed to help retailers ‘connect experiences’ throughout the shopping trip, combine different data sources, and ‘turn’ data into actionable insights.’

Microsoft Cloud Based

Dynamics 365 Commerce and B2B e-commerce

According to the experts and analysts, the B2B capabilities “[build] on our consumer capabilities [bring] together B2B and B2C commerce,” They said that some examples include:

  • Tools to strengthen account partnerships and tools for partner management
  • Self-service Purchasing
  • Shared Rating and assessment  
  • Cross Channel Asset Management
  • Product guidelines and usability perspectives powered by AI and ML
  • Efficient capabilities for the management and marketing of distributed orders
  • Promotions based on account
  • Dynamics 365, which Microsoft first disclosed in September 2019, focused on the email business capability of B2C.

How is Microsoft Cloud helping retailers?


Company data, such as stocks and stores, are one of the most precious assets of a business. This data will open up easily accessible revenue sources, and market differentiation when understood and implemented strategically. 

DICK’s Sporting Goods recently partnered with Microsoft PromoteIQ to make brands visible more effectively and customize DICK’s website to share with their shoppers. About 30 per cent year over year, in the first full month live, DICK’s surpassed their former ad provider sales.

Not to forget that with smartly developed B2C capabilities, retailers can provide both customers and business partners with seamless and intuitive shopping experiences on one single platform.

With the intelligent and optimized capabilities, Microsoft Cloud for Retail aims to connect customer journeys during end-to-end shopping sprees. Through bringing together disparate data sources across the retail supply chain, they can improve key business processes and translate data into actionable knowledge by bringing together the true value of data.

This retail cloud aims to unlock Microsoft Azure‘s power, Microsoft Power Platform, Microsoft 365, Microsoft Dynamics 365, and Microsoft Advertising. All of them are integrated by a shared data model and designed on a security and compliance framework.

Bottom Line


Lockdown has rattled many businesses. To ensure that you don’t experience any similar set back in the future, you need to be careful with the shared data, accessibilities, and smooth supply chain operations. If you are finding a way to improve your data sharing and other abilities through Microsoft Dynamics 365, DFSM has the best solution to get started and integrate the right ones with Microsoft Cloud.

Azure active directory

Ways Dynamics 365 Can Help Businesses in Crisis

Innovation is key to survival during periods of instability.

Today, businesses face disruption at so many levels due to state lockdowns, closed offices, cut income, and no childcare for employees- it isn’t easy even to know where to start. These problems require imagination at the highest levels and implementation that leaves little to chance.

By integrating the Microsoft power platform with Dynamics ERP and CRM with their years of business experience, companies are looking for Microsoft Partners to help them pivot quickly. What if we tell you that Dynamics 365 workforce management can solve your problems? Yes, by taking creative approaches to problems no one planned, Dynamics Partners are developing paths into uncharted territory.

finance for businesses

1.  Enable remote workforce productivity


Microsoft Partners help teams by offering remote work software with rich features to remain productive and efficient in open communication and real-time collaboration by combining Microsoft teams’ collaboration with the Dynamics ERP and CRM.

If teams can exchange information easily, the transition from office to remote workforce is easier. Business departments can exchange customer data and files as they would at the workplace through Microsoft Teams and Dynamics. Your company can continue to make workers feel part of the team:

  1. During meetings, use video technologies to create a virtual meeting room that imitates meetings in person.
  2. Interact on a scale, not only on a Single Record Dynamics (for example, sales) and many records with a Dynamics view.
  3. Work with clients and colleagues in all positions. Access, share and edit in real-time Word, PowerPoint, and Excel files.

2.  Maintain cash flow with better controls


Cash flow management is critical, but liquidity conservation is the key to survival during uncertain times. ERP offers insights and tools to improve cash flow controls in Microsoft Dynamics.

Automating invoicing and payment collection can help:

With vendor invoice automation in Dynamics 365, you will reduce the number of invoices and payments by automating them. It takes time for collections to be charged and handled. Send out invoices quickly, accept payments anytime, and provide your customers with insight.

Centralizing the Accounts Payable is also beneficial:

Microsoft Dynamics provides centralized management of paper and digital invoices—driving automated workflows to support the evaluation processes. Centralized Dynamics 365 accounts payable automation will enable your team to:

  1. Have full visibility of the entire process of accounts payable by using Dynamics 365 accounts payable workflow.
  2. Proactively engage with sellers to extend conditions and adjust purchases based on new forecasts
  3. Impose minimums or maximums for purchase orders to guarantee that profits are maintained
AP automation

3.  Remodel processes through automated workflows


Manual processes are still rooted in business cultures, even with recent attempts to transform everything to digital technology. Companies often have lengthy and difficult processes to go through—up to now. Automation can simplify the most complex processes to support teams’ productivity from their living areas through Microsoft Dynamics ERP and CRM.

Innovative solutions for productivity


When working remotely, process automation can be needed; the transition will bring advantages beyond the current crisis. The genuine value of Microsoft Dynamics ERP and CRM lies in the experience of partners who can put together strategies for effective and realistic solutions, for example:

  1. Designate and track activities to keep projects under remote control on schedule and budget.
  2. Consolidation of sales across business units to leverage stocks and benefit from seller terms.
  3. Automation of approval processes—from lines of credit to cost reports for workers.
  4. To direct candidate knowledge through talent procurement, recruitment, and selection to the right people.
payment automation dynamics 365

4.  Capitalize on data to drive business direction


The centralization of data was never as relevant as it is today. However, now things are changing. Microsoft Partners helps organizations unlock and complete decision-making information by integrating the strength of Microsoft Dynamics and PowerBI.

Power BI integrated with Microsoft Dynamics CRM and ERP enables companies to look for interactions and trends in traditional reports. Only a few of the profound insights that Partners can help companies open up include:

  • Margin and sales trends for product groups can be identified to target sales efforts.
  • Business unit margin analysis to determine potential cost savings.
  • Tracking marketing results to concentrate on assets.
Power bi 2020

5.  Empower customers with self-service options


Social distancing and working from home have forced companies to replenish the travel of their customers. Companies have broadened their reach through customer self-service and allow employees to spend more time on special requests and exceptions.

Customer Self-Service Portals of dynamics 365


Customer Self-Service Portals can facilitate a wide variety of operations, subscription controls, log calls, scheduling, process returns, etc. Besides, it offers digital agents that respond or direct customers by a standard procedure. It also ensures:

  • Resellers, distributors, and manufacturers can collaborate through Partner portals and get quick access to inventory, planning, and product information.
  • Faqs and any sort of information, documentation, and community forums accessible.
Microsoft CRM Integration

6.  Explore merger and acquisition opportunities


Microsoft Dynamics and Power BI combined has the power to enable rich forecasting and the building of scenarios to explore fusion and acquisition opportunities. Organizations may use different sources to aggregate data to forecast future patterns and find possible economies of scale.

Microsoft Dynamics allows the community to consolidate and harmonize operations rapidly. Get results quickly with:

  • Linked data across business units that help clear productivity improvement processes and consistent customer experiences.
  • Automated management processes to make every worker more effective and enable him to achieve results.
  • Workflows automation to link departments, increase efficiency and minimize errors.
analyse with power bi

7.  Reinvent business models to respond to change


Although digital change has already brought about large changes in consumer behavior, the COVID-19 crisis forces many organizations to bring about a whole new change level. As in-person operations are limited, the digital world can fill in the gap to connect, educate, and sell.

The partners can link and expand operations in any direction using Microsoft Dynamics ERP and CRM as a platform. A couple of examples:

  1. To reassure anxious clients, service providers promise assured scheduling and consistent expectations of social distance.
  2. Remote distribution and delivery strategies for replacing visits by distributors and wholesalers are also easy with it.
erp project management methodology

8.  Deliver insight to workers in the field


The landscape has changed forever for organizations delivering services. Customers—both consumers and companies understand how technology has changed remote distribution abilities. The digital world’s advantages come from AI (Artificial Intelligence), IoT (Internet of Things), and HoloLens virtual reality.

You can now use the Microsoft field service tools by Microsoft Partners, offering consultation services too. Some of the features of it that might help you are as follows:

  1. Enables distributed technicians to work together and to understand a problem in real-time.
  2. Ensures implementation of superior rapt processes assisted by the AI that increase the first fix rate.
  3. Use mobile devices for creating hologram designs respond to the vision, gestures, and voice controls of the user.
  4. Using IoT sensors and AI-based predictive service models to identify and solve system problems before becoming a problem.
  5. Conduct remote inspections without being on-site, with recording, screenshots, and annotations.
remote work d365

9.  Respond quickly to unexpected demand

Ecommerce businesses need more automation and less manual work. Therefore, Microsoft Dynamics Partners such as DFSM is working to replace Slow and manual work with automated workflows through Microsoft Dynamics 365 commerce. Additionally, companies can scale up with Microsoft Dynamics ERP and CRM systems linking to industry and advanced systems:


  1. Single and versatile financial reporting, which in one instance supports many legal entities and currencies

  2. Integration of ERP and eCommerce platforms to simplify order processing

  3. Related workers who have access to the requisite information and work together through time and geographic locations

ERP and ecommerce

Microsoft Dynamics 365 Commerce preview is now available

Microsoft Dynamics 365 Commerce preview is now available! 



Microsoft dynamics never stop improving and always come up with the greatest ideas. So, now you can say that the new addition to the family of Dynamics 365 is almost here. Yes, we are talking about Microsoft dynamics e-commerce. It is now easing the e-commerce business. We all know that consumer of online shopping is increasing day by day. People are looking forward to the retail market and any small or large business needs e-commerce benefits. This week it has got the general visibility.

If you are already running an e-commerce business with other Microsoft solutions, this can be a magical solution for you.

Dynamics 365 for commerce



Benefits of Microsoft Dynamics 365 Commerce

So, before you go further into the investment phase, you must check out the benefits of using it. It is only to streamline the business and help you with merchandising, inventory, order management, warehousing, and financials. The AI functionality will prevent you from any fraud or and will also let you provide a personalized experience to your customers. It the time to start over the digital transformation of your business as the world is shifting to digitization. By partnering with Microsoft, you can easily get on board with these changes and be a part of this digital transformation.

Main benefits of Dynamics 365 for retail are:

  • Best digital experience
  • Transform their business dynamics
  • Continue to evolve
  • Build loyal relationships
  • Intelligent decisions


Features of the Dynamics 365 for commerce

·        Online store management

Connect the data from different sources of the store and access it at one place. It improves accuracy and helps you in providing more intelligent experience to your customers online. It minimizes the chances of fraud by providing details analysis about every store owner and customer.


·        Recommendations through AI functionality

AI functionality helps the online retailer to provide personalized experience through recommending the best shopping items based on the previous data. Customers love to get similar and interest relevant ideas during their shopping time. So, this can be a great feature for online stores.


·        Modern store operations

It is about the content management system and digital asset management capabilities that will together ease all the operations from marketing to the feedback from the customer. Digital assistance and proper management will always help e-commerce stores to keep track of data. No privacy breach and on-time responses are the ultimate goals of it.


·        Scalable feedback solution

Feedback, complaints, and queries are the main part of the online retailing business. A customer may never come back in case of facing delay and improper responses. The scalable solution of getting or giving responses on time will increase both the productivity and efficiency of your business.

Microsoft Dynamics 365 Commerce


Final Thoughts

Microsoft Dynamics 365 for commerce is something that every future business will demand. You have it or not, you will need it to streamline online operations of your retailing store. DFSM team can help you request a preview from Micorosft as now it’s available.

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