Configure and run the flow in Magento 2 – Microsoft Dynamics 365 Business Central quickstart integration template

Contents

• Overview: Understand the Magento 2 – Microsoft Dynamics 365 Business Central quickstart integration template
• Install the Magento 2 – Microsoft Dynamics 365 Business Central quickstart integration template
•  Configure and run the flow in Magento 2 – Microsoft Dynamics 365 Business Central quickstart integration template
  • Magento 2 orders to Microsoft Dynamics 365 Business Central sales orders

After you install the template, additional record mapping is required to integrate the template’s exports and imports with your Magento 2 and Microsoft Dynamics 365 Business Central apps.

Note that your flow is disabled when first installed. After configuring the flow, you can enable it in your Flows dashboard or in Flow Builder with the Off/On toggle button. Then run or schedule the flow.

Magento 2 orders to Microsoft Dynamics 365 Business Central sales orders

This flow syncs Magento 2 orders as Microsoft Dynamics 365 Business Central sales orders. When new orders are added to the Magento 2, this integration flow exports orders from Magento 2 to Microsoft Dynamics 365 Business Central sales orders.

Flow details

• Export source: Magento 2
• Built-in export: Get Magento 2 orders - get all orders from Magento 2 that are created since this flow last ran.
• Import destination: Microsoft Dynamics 365 Business Central
• Built-in input filter: Get Magento 2 customer by ID - filter by customer record (guest) equals null.
• Built-in lookup: Get Magento 2 customer by ID - get a customer from Magento by ID.
• Built-in lookup: Get Microsoft Dynamics 365 Business Central companies by display name - get a company from Microsoft Dynamics 365 Business Central by the display name.
• Built-in input filter: Import Microsoft Dynamics 365 Business Central customers - filter by customer record (guest) equals null.
• Built-in import: Import Microsoft Dynamics 365 Business Central customers - add/update customers into Microsoft Dynamics 365 Business Central with the email as the lookup identifier.
• Built-in input filter: Import Microsoft Dynamics 365 Business Central customers (guest) - filter by customer record (guest) not equals to null.
• Built-in import: Import Microsoft Dynamics 365 Business Central customers (guest) - add/update customers into Microsoft Dynamics 365 Business Central with the email as the lookup identifier.
• Built-in import: Import Microsoft Dynamics 365 Business Central sales orders - add/ignore sales orders into Microsoft Dynamics 365 Business Central with external document number as the lookup identifier.
• Built-in input filter: Import Microsoft Dynamics 365 Business Central sales order lines - filter by sales order record that is empty.
• Built-in import: Import Microsoft Dynamics 365 Business Central sales order lines - add/ignore sales order lines into Microsoft Dynamics 365 Business Central.
• Built-in input filter: Import Microsoft Dynamics 365 Business Central sales order (discount) - filter by sales order record that is empty.
• Built-in import: Import Microsoft Dynamics 365 Business Central sales order (discount) - update/ignore sales orders into Microsoft Dynamics 365 Business Central with the sales order ID as an identifier.

Before you begin

1. The items present in Magento 2 should also be present in Microsoft Dynamics 365 Business Central sales order.
2. The Magento 2 shipping method name and Microsoft Dynamics 365 Business Central shipment method display name should be the same.
3. The Magento 2 payment method name and Microsoft Dynamics 365 Business Central payment method display name should be the same.
4. Only a single customer address book is imported into Microsoft Dynamics 365 Business Central for the customer record type. (Multiple address books are not supported).

Setup instructions

1. Set concurrency level to 1 for Microsoft Dynamics 365 Central connection.
2. Configure filter in search parameters at export for Microsoft Dynamics 365 Central company record type according to your business requirements. Provide a company name in the filter to retrieve the company details.
3. Configure the following dynamic mapping according to your business requirements in Import Microsoft Dynamics 365 Business Central customers and Import Microsoft Dynamics 365 Business Central customers (guest), before running the flow.

4. Configure the following dynamic mapping according to your business requirements in Import Microsoft Dynamics 365 Business Central sales orders lines, before running the flow. Records are ignored according to the configured filter rules in Import Microsoft Dynamics 365 Business Central sales orders lines.

5. Configure the following mapping according to your business requirements in Import Microsoft Dynamics 365 Business Central customers (guest), before running the flow.

6. Configure the following mapping according to your business requirements in Import Microsoft Dynamics 365 Business Central customers, before running the flow.

7. Configure the following mapping according to your business requirements in Import Microsoft Dynamics 365 Business Central sales order lines, before running the flow.