Integration with Microsoft Dynamics 365 Business Central

Integration of the B2B platform with Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a system ERP used to manage key business processes, including sales, products, customers and orders. Integrating it with the B2B platform allows you to utilise data from the ERP system in an online sales channel for business partners. Microsoft Dynamics 365 Business Central provides standard REST APIs that enable data exchange with external solutions.

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What does the integration of Dynamics Business Central with the B2B platform involve?

We tailor the scope of data exchange to the company’s processes – it usually covers six areas.

Integration of Microsoft Dynamics Business Central with B2B – how does data exchange work?

The integration of Microsoft Dynamics Business Central with B2B involves linking the sales platform with the ERP system in such a way that specific information can be exchanged between the solutions. Business Central has ready-made APIs for, amongst other things, customers, products and sales orders, which is why it can communicate with external systems using standard REST services.

In practice, the B2B platform can retrieve the data required to present offers to customers from ERP, and orders placed online can be forwarded to Business Central. The scope of the integration is determined during the analysis phase – the integration of Microsoft Dynamics Business Central with B2B does not necessarily have to include all available data.

B2B’s Dynamics Business Central platform – current offering for business partners

The B2B Dynamics Business Central platform enables businesses to provide their business customers with an online purchasing channel that utilises data from the ERP system. Customers can gain access to products, prices, availability and their own account, and then place orders themselves. The selling company, meanwhile, remains responsible for handling the order fulfilment process in the back-end system. The B2B Dynamics Business Central platform can thus serve as an additional sales channel for regular customers.

The way in which data is presented to individual customers is also important. In wholesale, business partners often have individual terms and conditions, which is why the B2B platform can display the relevant prices, discounts and stock availability depending on the account logged in. This allows self-service sales to be combined with existing commercial terms.

Integration with Dynamics Business Central – what data can be synchronised?

Integration with Dynamics Business Central can cover various data sets, depending on the organisation’s needs. The official Business Central API provides access to resources relating to, amongst other things, customers, products and sales orders. For customers, the API allows you to manage, amongst other things, identification and contact details, currency information and payment terms, whilst the product resource includes, amongst other things, the product number, name, category, unit of measure, GTIN, price and stock levels.

As part of the project, it is therefore possible to plan the exchange of data such as:

The final scope should be determined by the company’s processes and the configuration of Business Central. The integration with Dynamics Business Central can also be extended to include additional data if the company’s processes so require.

Microsoft Dynamics 365 Business Central – orders from the B2B platform

Microsoft Dynamics 365 Business Central can also integrate with the B2B platform in the area of orders. Microsoft provides an API that allows you to retrieve, create, update and delete sales order objects, enabling Business Central to be used as a back-end system for sales conducted via an external channel.

An example process might look like this: the customer logs into the dashboard, selects products in accordance with their terms and conditions, and places an order. The order details are then forwarded to the ERP system, where further processing can begin. Microsoft Dynamics 365 Business Central remains part of the sales back-end, whilst the B2B platform is responsible for the customer’s online experience.

Integration with Dynamics Business Central – automation of sales processes

The integration of Microsoft Dynamics Business Central with B2B allows us to reduce the number of manual tasks carried out by the sales department. The automatic exchange of data on products, customers and orders means that staff do not have to re-enter the same information between systems. As part of our solutions, we can automate, amongst other things, the synchronisation of stock levels, price lists and orders, as well as the exchange of selected sales documents. As a result, the integration of Microsoft Dynamics Business Central with B2B supports the more efficient handling of day-to-day processes.

This is particularly important for companies dealing with a large number of business partners. We automate repetitive tasks, reducing the risk of errors caused by manual data entry and cutting down the time needed to process orders. We also ensure that the scope of information exchange corresponds to the company’s actual processes. A properly designed integration of Microsoft Dynamics Business Central with B2B allows us to streamline the flow of information between the online sales channel and the ERP system.

B2B’s Dynamics Business Central platform – tailored to your business processes

The B2B Dynamics Business Central platform should be designed with the actual sales process in mind. Before beginning the integration, it is worth determining which data is managed in Business Central, what information should be visible to customers, and which activities are to be automated. The B2B Dynamics Business Central platform can thus be tailored to the structure of the organisation, rather than forcing a change to all existing processes.

It is also important to determine which system will be the source of specific information. For example, data on products and their availability may come from ERP, whilst the platform will be responsible for presenting the range, managing user accounts and processing orders.

Integration with Dynamics Business Central – Centoro as a technology partner

Centoro It develops solutions for manufacturers, distributors and wholesalers looking to grow their online sales at B2B. We manage the implementation of the B2B platform – from analysing processes and integration requirements right through to system go-live. Our sales system at B2B enables the management of business customers, individual commercial terms, orders and documents.

We also offer the B2B platform, ERP, and system integration ERP. We help you choose the right software B2B and determine the scope of automation. Information on the available options and the price of the B2B platform can be found in our price list.

Microsoft Dynamics 365 Business Central – what needs to be decided before implementation?

Microsoft Dynamics 365 Business Central provides the technical capability to integrate with external systems via REST APIs. Microsoft recommends using standard APIs as the preferred method for integrating Business Central with other solutions, and it is also possible to create custom APIs where necessary.

Before starting the project, it is therefore worth defining the data structure, the scope of synchronisation, the frequency of data exchange and how errors will be handled. The version and deployment method of Business Central are also important – Microsoft distinguishes, amongst other things, between online and on-premises environments in terms of API configuration.

FAQ – the B2B platform with Microsoft Dynamics integration