Shopify and Dynamics 365 NAV are partnership made in the cloud!

An effective and cost-effective duo for any business that wants to combine a premier Web Shop with the leading Microsoft Business Management system for Trade, Inventory, and Finance.

The CBIZ Connector for Dynamics 365 NAV and Shopify allows you to leverage these two winning systems seamlessly together, sharing Customer and Product data and collecting new Sales Orders.

Whether you are new to Shopify, new to Dynamics NAV or to both, you can be trading effectively in no time.

Consider these three possible business scenarios:

Scenario 1: Connecting an existing Shopify Store to a new Dynamics 365 NAV system

Your business has been successful online, but you need to manage your sales, purchasing, stock and finance better.

  • Microsoft Dynamics 365 NAV is a great business system.
  • CBIZ can help configure your Dynamics NAV effectively – whatever your business size.
  • As soon as you’re connected you can download existing Customer Accounts and Products from your Shopify system, to configure your business system and “hit the cloud running.
  • Collect and process new sales directly from Shopify into Dynamics 365 sales orders.

Scenario 2: Starting a new Shopify Store for an existing Dynamics 365 NAV system

You are already using Dynamics NAV, but are dissatisfied with your existing online shop, either it needs a facelift or automating the maintenance and collection of sales is not efficient.

  • You’re in good company using Shopify, your new web shop will allow you to present your business to your customers in a way you can be proud of.
  • CBIZ can help you improve productivity with your existing Dynamics NAV system.
  • As soon as you’re connected you can – Publish Existing Customer Accounts and Products to spin up and maintain your new Shopify store front.
  • Leverage the flexibility of Shopify with NAV to collect online sales and engage with new and existing Customers.

Scenario 3: A new or Growing Business you need systems to help you succeed

You know you need effective systems to manage your growing business’ stock and processes, and connect with online customers.

  • Microsoft Dynamics 365 NAV is a great business system.
  • You’re in good company using Shopify, your new web shop will allow you to present your business to your customers in a way you can be proud of.
  • CBIZ can help you address the technical challenges to move your business forward. Ask us about case studies – see what others have achieved – we will be glad to help.

Specific Integration Features include:

  • Publish Existing Inventory and Prices to a Shopify Store
    • Handle multiple product images
    • Respect Customer Marketing Preferences
    • Track Customer interests and publish targeted Mailing Lists via Mail Chimp
  • Easily collect and create new Sales Orders…
    • Handle separate Billing and Shipping details
    • Handle discounts
    • Handle both Inventory and G/L Account sales
    • Detect and choose how to process Payments
    • Create new Customer Accounts automatically with Order
    • Choose where to maintain data for products and customers (in NAV or in Shopify)
      • Share Existing Customer Accounts with a Shopify Store
      • Share Product Setups with a Shopify Store
    • Clearly identify Web Sales
    • Clearly identify and Exceptions or missing information