Microsoft Dynamics 365 Business Central

Enterprise Order Management with Business Central + Order Editing

Microsoft Dynamics 365 Business Central is the comprehensive ERP solution for growing businesses. When customers modify their orders through Order Editing, those changes flow seamlessly into Business Central—updating sales orders, inventory, financials, and fulfillment workflows.

How the Integration Works

Real-Time Synchronization

Order Editing maintains bi-directional sync with Business Central:

Order Editing → Business Central:

• New line items added to sales orders
• Quantities updated on existing lines
• Order totals recalculated
• Customer records updated

Business Central → Order Editing:

• Inventory availability limits what can be added
• Fulfillment status controls edit windows
• Pricing rules apply to modifications
• Customer credit limits respected

Key Benefits for Business Central Users

1. Single Source of Truth

All order data lives in Business Central:

• Sales orders always accurate
• Inventory allocations correct
• Financial records synchronized
• No manual data entry required

2. Operational Continuity

Your existing Business Central workflows continue to work:

• Approval processes trigger for modified orders
• Picking and packing lists update automatically
• Shipping labels reflect current contents
• Financial posting happens correctly

3. Integrated Inventory Management

Multi-location inventory stays accurate:

• Added items allocated from optimal location
• Removed items return to available stock
• Reservation rules followed
• Back-order scenarios handled

Real Results from Business Central Merchants

Manufacturing Company

A B2B manufacturer using Business Central for operations:

• 100% order accuracy between Shopify and Business Central
• $180,000 in additional revenue from order modifications
• Zero data discrepancies from customer changes
• 4 hours/week saved on manual reconciliation

Distribution Business

A wholesale distributor with complex inventory:

• Real-time inventory sync for edit availability
• Automated approval workflows for high-value changes
• Complete audit trail for compliance
• Seamless integration with existing processes

Technical Architecture

Data Flow

Customer modifies order in Order Editing

                │
                ↓
        Order Editing API
                │
                ↓
    Business Central Connector
                │
                ├── Sales Order updated
                ├── Item Ledger entries created
                ├── Customer Ledger updated
                └── Dimension values applied

Supported Business Central Entities

Entity	Action on Order Edit
Sales Order	Lines added/removed/updated
Item Ledger	Inventory reservations adjusted
Customer Ledger	Order value updated
Dimension Values	Applied to new lines
Approval Entries	Triggered if configured

Field Mapping

Standard mappings include:

• Order number → External Document No.
• Line items → Sales Lines
• Quantities → Quantity fields
• Pricing → Unit Price
• Variants → Item Variant Code
• Ship-to → Alternate Ship-to Address

Advanced Features

Approval Workflows

Integrate with Business Central's approval functionality:

• High-value modifications route for approval
• Manager sign-off before fulfillment
• Complete audit trail maintained
• Configurable thresholds

Multi-Location Support

For businesses with multiple warehouses:

• Inventory checked across all locations
• Allocation follows your location rules
• Transfer orders created if needed
• Optimal fulfillment location selected

Dimension Tracking

Business Central dimensions are preserved:

• Department codes applied
• Cost center tracking
• Project dimensions
• Custom dimensions

Implementation Guide

Phase 1: Connection (Days 1-2)

1. Configure Business Central OAuth app
2. Connect accounts in Order Editing
3. Test basic connectivity
4. Verify API permissions

Phase 2: Configuration (Days 3-5)

1. Map Shopify products to BC items
2. Configure inventory location rules
3. Set up financial posting rules
4. Define approval thresholds

Phase 3: Testing (Days 6-8)

1. Process test modifications
2. Verify sales order updates
3. Confirm inventory adjustments
4. Validate financial postings

Phase 4: Go-Live (Day 9+)

1. Enable production sync
2. Monitor integration health
3. Address any edge cases
4. Optimize based on patterns

Integration Requirements

Business Central Requirements

• Business Central SaaS or on-premises
• API access enabled
• Appropriate license for API usage
• Admin access for configuration

Permissions Needed

• Sales Orders: Read/Write
• Items: Read
• Customers: Read/Write
• Item Ledger: Read
• Locations: Read

Common Scenarios

Customer Adds Item

1. Customer adds product via Order Editing
2. Connector checks BC inventory availability
3. Sales Order line created in BC
4. Inventory reserved from optimal location
5. Order total recalculated
6. Approval workflow triggered if needed

Customer Removes Item

1. Customer removes product via Order Editing
2. Sales Order line deleted or zeroed in BC
3. Inventory reservation released
4. Order total reduced
5. Customer ledger updated

Why Business Central Users Choose This Integration

"Our entire operation runs on Business Central. Before Order Editing integration, customer requests to modify orders meant manual entry and potential errors. Now changes flow automatically, and our BC data is always accurate."

— IT Director, Manufacturing Company

Microsoft Dynamics 365 Business Central + Order Editing delivers the enterprise-grade integration your operations require.