Integrate WooCommerce with Microsoft Dynamics 365 [Guide]

WooCommerce and Microsoft Dynamics are the two most valuable tools used by eCommerce businesses to generate revenue. Also, to reach out to target customers with driving sales businesses are using the combination to meet the customized need. There are different ways to integrate WooCommerce with Microsoft Dynamics. It, therefore, becomes important to understand the two concepts with the process of integration.

Introduction

To begin with, WooCommerce is an e-commerce platform available on WordPress, which can be customized as per the needs of any organization. On the other hand, Microsoft Dynamics is the means to manage and streamline the operations of your business, ranging from finances, sales, planning and customer service.

Through this integration, the company can easily migrate data related to orders, inventory, pricing models etc across platforms. It also makes you capable of connecting business systems like CRM, accounting, warehouse management and payments among others. And this is the sole reason for you to understand how to integrate WooCommerce with Microsoft Dynamics to globally target customers.

In this blog, we will elaborate on how to integrate WooCommerce with Microsoft Dynamics and what are these two platforms. We will also talk about UNO, a flexible and scalable plugin giving real-time updates and other benefits associated with it.

What is WooCommerce?

WooCommerce is a customizable eCommerce plugin that can be found on WordPress. The platform is popular amongst small and large companies alike because it allows them to manage their online stores efficiently. It also provides them with enough elbow room for positive change.

WooCommerce is the force behind 99% of the stores on WordPress, with over 27 million downloads globally.

It has several features including management of stocks and taxes, safer channels for transactions and smoother shipping of products. Here are some key benefits of WooCommerce for a better understanding:

1. Less costly
2. Flexible approach
3. Data-driven platform
4. Scalable
5. Better management of content
6. Faster than other platforms

What is Microsoft Dynamics?

Microsoft Dynamics is a wholesome tool to manage and streamline your business and its several operations, like finances, customer relations, sales, inventory management etc. It is known to smoothen business processes and enhance the overall performance of a company. Here are some key features of Microsoft Dynamics, which make it a valuable platform for integration:

1. Customer management: This lets you track all processes, including interactions with customers through one integrated system.
2. Inventory management: This can help your business manage all stocks present in the warehouse, and track sales as well.
3. Project management: This system helps you strategize and track all your projects from day one.
4. Fiscal management: This feature gives you the ability to make rational decisions, using an overview of the entire business and its finances.

Now that we have an idea about what Microsoft Dynamics is, let us take a look into how it can help WooCommerce in the long run. This integration can help your business in the following ways:

1. Supervise finances: It provides features like tools for budgeting, predicting, creating invoices and tracking online payments.
2. Sales: The platform also lets you manage your sales with features like giving quotations, cash memos, invoices and billed orders. You can also analyze all your sales and inventory with this.
3. Customer service: With Microsoft Dynamics, you can help your customers access all their data related to their orders, tracking of packages, bills and others. They can also take the help of chatbots in case of any issue, 24×7.
4. Enhanced production: It also helps you prioritize tasks and finish them within the stipulated time. You can easily manage the workflow and operations as well as seek approvals.
5. Ideate on projects: The platform also lets you create a future course of action for your company, that prioritizes its operations. Through automation, you can also get approvals for purchasing new inventory in less time.

Why Implement UNO on WordPress?

UNO is a flexible and scalable app that works well to integrate Woocommerce with Microsoft Dynamics. It provides real-time data updates, improved sales, a user-friendly interface, inventory tracking, and better decision-making among other services.

UNO supports all the existing technology, whether it is a backend system like Drupal, WordPress, and Shopify or a web front system, like Microsoft Dynamics, NetSuite, and Oracle.

This plugin provides better data, reduces cost, and greater operational efficiency to the platforms WooCommerce and Microsoft Dynamics. It integrates into the system and provides a holistic ecosystem to the company by uncovering many solutions which were earlier not visible. It helps to drive Innovation, enhance customer experience, and get you cult with the competitors. In short, it drives your bottom line.

Features of UNO

After finding out the reasons to implement UNO on WordPress, we will elucidate the key features of our plugin UNO, which can work wonders for you to drive sales and generate more revenues. The process to integrate WooCommerce with Microsoft Dynamics is incomplete without a good plugin. Following are the features of UNO that will help you better judge the efficiency of the plugin.

1. Mapping: UNO helps business map product fields between the ERP and the e-commerce platform being used by you.
2. Product importing and display: It can manage all your inventory and import all your products. It is quite powerful at synchronizing attributes and product grouping. It comes with an automatic synchronization feature to make things simpler.
3. Customer synchronization: It readily registers new customers and synchronizes their details in ERP. It also manages the shipping and billing addresses of all customers and takes charge of details like order history and invoices.
4. Order management: UNO helps you create new sales, quotes and orders with just a few clicks and manages all your orders. The plugin also automatically synchronizes shipping and tracking details as well as invoices.
5. Order tracking and shipping: The plugin also provides details of orders being placed on your e-commerce platform. This also includes the shipping and tracking details.

How to Integrate WooCommerce with Microsoft Dynamics?

The reasons to integrate WooCommerce with Microsoft Dynamics are good enough to understand its importance. Moving ahead, we must elaborate on how this integration can be done easily. You can also watch the video below to understand the complete process to integrate woocommerce with Microsoft dynamics using the UNO plugin built by Captivix.

Installation of Plugin

To install the plugin, you need to click on the “Plugin” option available on WordPress, and then click on the “Add Plugin” option at the top of the page. You will then be directed to a new webpage where you will be asked to upload the plugin of your choice. Here, you can upload the file of your choice conveniently and tap on “Install Now”.

After clicking on this option, you will be directed to a new webpage where you must click the “Activate Plugin” option. This will activate the plugin and a new navigation tab will appear on the left-hand side of the page called “Microsoft Dynamics NAV”.

Setting up the Plugin

Once this option appears, you can click on it and you will be directed to a new webpage where you will be asked to fill in essential details to set up the plugin. You must fill in details like the URL where you will be setting the plugin, the name of your company etc.

You will also be asked to fill in the necessary details about the customer web service and the ways you can cater to the demands of the new customers. Once this is done, you can add a username and a strong password to get started.

Product Synchronization Setting

After setting up the plugin under the “General” tab, go to the “Product” tab and click on “Synchronize Products”. This will lead you to the “Product Fields Mapping”, consisting of all the field names of the product’s metadata. You can easily bring all your data to the WordPress database, by choosing and importing selectively.

Once you have gone through all options, you can click on “Import Products” to begin the import of all your data from Microsoft Dynamics to the WordPress-based e-commerce platform. You may verify whether you are able to view all products or not, by checking the list under the “Products” section on the left-hand side.

Integrate WooCommerce with Microsoft Dynamics: How Does It Work?

The process to integrate WooCommerce with Microsoft Dynamics goes on at two sides: back-end and front-end.

Back-end is the part that is not going to be directly accessed by your customers. This is the part that we just dealt with on WordPress. This part will show you the products you are offering from the point of view of a dealer.

Front-end is the part that will be accessible to your customers. To check if this is working or not, you may go to your official site, which you had entered in the “General” heading, and refresh the webpage. Here you will be able to see all the products that you just imported.

This is how the process to integrate WooCommerce with Microsoft Dynamics works and ensures a smooth experience for you!

Conclusion

In this blog, we have discussed how to integrate WooCommerce with Microsoft Dynamics. We have involved a step-by-step guide for you to experience a smoother integration process. Our product, UNO, is a great option for integration, as it provides world-class features and ensures streamlined functioning at both the back-end as well as the front end. We hope this helps you to integrate WooCommerce with Microsoft Dynamics at your online store.

Frequently Asked Questions