ERP integration · Microsoft
Microsoft Dynamics 365 Finance and Operations EDI and B2B integration
EDI integration for Dynamics 365 Finance and Operations through data entities, recurring integrations and OData.
- Integration supported
- Implementation services available
- Cloud, on-premises or hybrid
Overview
Connecting Microsoft Dynamics 365 Finance and Operations with your trading partners
Microsoft Dynamics 365 Finance and Operations, including Supply Chain Management, serves large and midsize enterprises with complex distribution and manufacturing operations. Its integration model centers on data entities, which represent business objects such as sales orders and can be accessed through OData or processed in bulk through the Data management framework and recurring integrations.
ECOM connects Finance and Operations to trading partners through PRISM, translating partner documents into data entity payloads for sales orders and generating ship notices and invoices from packing slips and customer invoices. ECOM also provides Finance and Operations implementation services.
Read the in-depth guideDynamics 365 Finance and Operations EDI integration guideMethods
Integration approaches for Microsoft Dynamics 365 Finance and Operations
Data entities and OData
Real-time access to business objects for lower-volume or synchronous scenarios.
Data management framework
Package-based bulk import and export suited to EDI batch volumes.
Recurring integrations
Scheduled, queue-based data exchange for ongoing partner flows.
Document mapping
How EDI documents map to Microsoft Dynamics 365 Finance and Operations
Typical mappings between common X12 documents and Microsoft Dynamics 365 Finance and Operations business objects. Actual designs depend on your configuration and partners.
| EDI document | Microsoft Dynamics 365 Finance and Operations object | Direction |
|---|---|---|
| 850 Purchase Order | Sales order (data entity) | Into Microsoft Dynamics 365 Finance and Operations |
| 855 Order Acknowledgment | Sales order confirmation | From Microsoft Dynamics 365 Finance and Operations |
| 856 Advance Ship Notice | Packing slip | From Microsoft Dynamics 365 Finance and Operations |
| 810 Invoice | Customer invoice | From Microsoft Dynamics 365 Finance and Operations |
Planning
Implementation considerations
Volume and throttling
Choose between OData and batch frameworks based on volume and service protection limits.
Custom entities
Partner-specific fields may require extending standard data entities.
Multi-company setup
Legal entities and warehouses must be mapped correctly for each partner.
Trading partners
Integration guides that pair with Microsoft Dynamics 365 Finance and Operations
Microsoft Dynamics 365 Finance and Operations integration FAQs
How does Dynamics 365 Finance and Operations exchange EDI data?
Typically through data entities, either in real time via OData or in bulk through the Data management framework and recurring integrations, with an EDI layer handling translation.
Can ECOM integrate Finance and Operations with banks as well as trading partners?
Yes. ECOM integrates customer, supplier, carrier and bank flows with Finance and Operations.
Does ECOM implement Dynamics 365 Finance and Operations?
Yes. ECOM provides implementation services for Dynamics 365 Finance and Operations.
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Integrating or implementing Microsoft Dynamics 365 Finance and Operations?
Tell us about your ERP environment and trading partners. We will recommend an integration approach and delivery model.