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Microsoft

Use the Shopify connector in Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

  • Module 1: Learn how to get started with the Shopify connector in Dynamics 365 Business Central.

    In this module, you'll:

    • Learn about the Shopify features.
    • Create a Shopify account.
    • Install the Shopify app in Business Central.
  • Module 2: Learn how to create Shopify shops in Business Central and learn about the other setup tasks that are related to the Shopify connector.

    In this module, you'll:

    • Create a Shopify shop in Business Central.
    • Connect Business Central to the Shopify online store.
    • Create locations.
    • Set up Shopify shipment and payment methods.
    • Learn how to set up taxes based on where you sell to.
  • Module 3: Learn how to sync your items and inventory amounts between Dynamics 365 Business Central and Shopify.

    In this module, you'll:

    • Set up and run item synchronization.
    • Sync item images and item prices to Shopify.
    • Sync inventory to Shopify.
    • Create job queues to run the item and inventory synchronization.
  • Module 4: Learn how to set up and run customer synchronizations and how to export customers to Shopify.

    In this module, you'll:

    • Set up the customer synchronization.
    • Learn how to use customer templates for different tax settings.
    • Export customers to Shopify.
    • Sync customers.
  • Module 5: To process the Shopify sales in Dynamics 365 Business Central, it's important to know how to set up and run the sales order synchronization and how to create Business Central sales documents.

    In this module, you'll:

    • Set up and run the sales order synchronization.
    • Review imported orders.
    • Discover how the fulfillment process specifies the sales documents to create in Business Central.
    • Create Business Central sales documents.
    • Sync shipments to Shopify.
    • Use gift cards.
    • Use job queues to sync in the background.
  • Module 6: Learn how to map payment methods, reconcile incoming transfers, and review transactions and payouts.

    In this module, you'll:

    • Map payment methods.
    • Reconcile incoming transfers.
    • Review transactions and payouts.
    • Use job queues to sync in the background.

Syllabus

  • Module 1: Module 1: Get started with the Shopify connector in Dynamics 365 Business Central
    • Introduction
    • Create a Shopify account
    • Activate test payments
    • Install the Shopify app in Business Central
    • Prerequisites to proceed with the course
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Set up the Shopify connector in Dynamics 365 Business Central
    • Introduction
    • Create a Shopify shop in Business Central
    • Set up locations
    • Set up Shopify shipment methods
    • Set up Shopify payment methods
    • Exercise - Create a Shopify shop in Business Central
    • Exercise - Map locations, payment methods, and shipment methods
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Sync items and inventory in Shopify and Dynamics 365 Business Central
    • Introduction
    • Set up item synchronization
    • Import items from Shopify
    • Export items to Shopify
    • Sync inventory to Shopify
    • Sync item images
    • Sync item prices and discounts
    • Schedule job queue entries to run the synchronization
    • Exercise - Sync items and inventory to Shopify
    • Exercise - Map locations, payment methods, and shipment methods
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Sync customers to Shopify and Dynamics 365 Business Central
    • Introduction
    • Set up customer synchronization
    • Set up customer templates
    • Set up taxes
    • Import Shopify customers in bulk
    • Export Business Central customers in bulk
    • Schedule job queue entries to run the synchronization
    • Exercise - Sync customers to Shopify
    • Check your knowledge
    • Summary
  • Module 5: Module 5: Sync and fulfill Shopify sales orders in Dynamics 365 Business Central
    • Introduction
    • Set up the sales order synchronization
    • Sync Shopify orders
    • Create sales documents in Business Central
    • Sync shipments to Shopify
    • Exercise - Sync Shopify orders
    • Exercise - Create sales documents
    • Check your knowledge
    • Summary
  • Module 6: Module 6: Sync transactions and payouts in Shopify and Dynamics 365 Business Central
    • Introduction
    • Explore transactions and payouts
    • Reconcile incoming transfers
    • Check your knowledge
    • Summary

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