- 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.
- 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.
- Set up and run item synchronization, sync item images and prices, and sync inventory between 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.
- 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.
- Discover how to synchronize and fulfill sales orders between Dynamics 365 Business Central and Shopify, including shipment syncing and gift card usage.
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.
- 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.
Overview
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Syllabus
- 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 learning path
- Check your knowledge
- Summary
- 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
- 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
- Check your knowledge
- Summary
- Sync customers to Shopify and Dynamics 365 Business Central
- Introduction
- Set up customer synchronization
- Set up company synchronization
- Set up catalogs
- Set up customer templates
- Set up taxes
- Import Shopify customers in bulk
- Import Shopify companies in bulk
- Export Business Central customers in bulk
- Export Business Central companies in bulk
- Schedule job queue entries to run the synchronization
- Exercise - Sync customers to Shopify
- Check your knowledge
- Summary
- 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
- Sync transactions and payouts in Shopify and Dynamics 365 Business Central
- Introduction
- Explore transactions and payouts
- Reconcile incoming transfers
- Check your knowledge
- Summary