Integration with ComarchERPXL

Integration of the B2B platform with Microsoft Dynamics AX

Microsoft Dynamics AX is a system ERP designed primarily for larger organisations, supporting a wide range of business management processes. It is worth bearing in mind, however, that this is an older-generation solution; therefore, companies using existing AX installations should take into account their specific version, configuration and any previous modifications. Integration with the B2B platform allows the ERP system to be linked to an online sales channel and streamlines the flow of information between them.

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What does the integration of Microsoft Dynamics AX with the B2B platform involve?

The scope depends on the version and configuration of the system – it usually covers six areas.

Microsoft Dynamics AX – integration of the ERP system with sales at B2B

Microsoft Dynamics AX can act as a central data source for processes handled by the sales platform. Depending on the system configuration, it is possible to exchange information regarding products, customers, prices, stock levels and orders. This reduces the need for manual data transfer between systems and streamlines the handling of business customers. Microsoft Dynamics AX can therefore act as the back-end for the B2B platform, provided that the specific installation offers the appropriate integration mechanisms.

Microsoft Dynamics AX software – what data can be exchanged?

ERP can store information used in many areas of a company’s operations. When designing the integration, there is no need to transfer all data from to the B2B platform. We identify which information is actually required to support customer service and the sales process. can therefore provide the platform only with the data necessary for its proper functioning.

The scope of integration may include, amongst other things:

We determine the scope of synchronisation on a case-by-case basis, as technical capabilities may vary depending on the AX version and any modifications made during a previous implementation.

Integration with Dynamics AX – customised pricing and customer management

Integration with Dynamics AX enables the B2B platform to be aligned with the company’s sales policies. This is particularly important in the wholesale sector, where individual customers may have different prices, discounts or terms of business agreed with them. The platform can present customers with an offer tailored to their account, rather than applying identical terms to all users. Integration with Dynamics AX therefore allows for the combination of self-service sales with a personalised approach to business customers.

Once logged in, a customer can check which products are available for their account, view the relevant prices and place an order without having to contact a sales representative each time. This solution may be particularly useful for companies that serve a large base of regular customers.

Integration of Microsoft Dynamics AX with B2B – order automation

The integration of Microsoft Dynamics AX with B2B enables the creation of a data flow between the online sales channel and the ERP system. A customer places an order on the platform, and the information can be transferred to AX for further processing. Conversely, data required to display the current product range – such as products, prices and availability – can be transferred in the opposite direction. The integration of Microsoft Dynamics AX with B2B can therefore reduce the need for manual re-entry of orders and data between systems.

Automation can be particularly important when there is a large volume of orders. Customers use the platform themselves, whilst the company’s staff receive the data in the system used for further sales processing. This helps to reduce the number of manual tasks and streamline order processing.

Microsoft Dynamics AX software – why does the system version matter?

ERP does not refer to a single, identical version of the system. The solution has been developed over the years, and individual installations may differ both in terms of version and the scope of customisations. In the case of older environments, it is therefore particularly important to check the available methods of data exchange and the current configuration of . requires a thorough analysis before integration work begins.

This is also important when planning the company’s future development. If a company is using an older AX installation, it is worth taking into account not only the current integration but also the future direction of the ERP system. This ensures that the B2B solution can be designed with future technological changes in mind.

Integration with Dynamics AX – what should you check before implementation?

Integration with Dynamics AX should begin with a technical analysis of the specific system. We check the AX version, how it has been implemented, the available data exchange mechanisms, any existing customisations, and the scope of information to be synchronised with the B2B platform. This enables us to select the communication method best suited to the given environment. Integration with Dynamics AX should not be designed solely on the basis of assumptions regarding a standard installation.

It is also worth determining which system will be the source of specific information. For example, AX could be responsible for product data, customer details, prices and stock levels, whilst the B2B platform could handle the presentation of the product range, user accounts and order processing.

Integrating Microsoft Dynamics AX with B2B – less manual work

Integrating Microsoft Dynamics AX with B2B can reduce the number of repetitive tasks carried out by sales and support staff. If products, prices, customer data and orders are transferred automatically, there is no need to manually copy the same information between systems. As part of our implementations, we design synchronisation tailored to the processes of a specific company. The integration of Microsoft Dynamics AX with B2B therefore allows us to streamline the flow of data between ERP and the online sales channel.

Automation can be particularly important when there is a large volume of orders. Customers use the platform themselves, whilst the company’s staff receive the data in the system used for further sales processing. This helps to reduce the number of manual tasks and streamline order processing.

Microsoft Dynamics AX – integration with the B2B platform Centoro

At Centoro, we develop solutions for manufacturers, distributors and wholesalers looking to grow their online sales at B2B. We carry out the implementation of the B2B platform, covering process analysis, solution development, integration and platform launch. Our sales system at B2B enables you to manage business customers, individual trading terms, orders and selected sales documents.

We also offer the B2B platform ERP and carry out system integration ERP. We help you choose the right software B2B and determine the scope of automation. Information on the price of the B2B platform is available in our price list.

Microsoft Dynamics AX – system integration or migration?

Microsoft Dynamics AX can continue to serve as the back-end for the B2B platform if a company is using an existing installation and wishes to integrate it with a new sales channel. At the same time, when dealing with an older ERP environment, it is worth taking the system’s future development path into account during project planning. In some companies, integration with the current AX will be a temporary solution, whilst in others it will remain part of the long-term IT architecture. Microsoft Dynamics AX should therefore be assessed in terms of both the company’s current sales needs and its technological plans.

FAQ – Integration of Microsoft Dynamics AX with the B2B platform