Microsoft Dynamics 365: Import Customer Orders

Updated 5 days ago by Darshan Patel

Features

  1. Import customer orders into Microsoft Dynamics 365
  2. Import customer order using gateways (SFTP, FTP, DROPBOX, From VANS, Imap, Post Receiver)
  3. Define notification settings (Positive/Negative email notifications to the app users)
  4. Import orders daily, weekly, hourly based on scheduling mechanism.
  5. Share Adaptor with other users in your subscription with lots of security features.

Configuration flow

Procedure to activate Adaptor Microsoft Dynamics 365 : Import Customer Orders

Navigate to Adaptors -> Catalogue, there you can find multiple Adaptors which you can use for business purpose

Click on 'Activate',  Adaptor Microsoft Dynamics 365 : Import Customer Orders  will be activated in your account

You can choose any other gateway which is supported by HubBroker as a source system and it will be selected as a source gateway while configuring adaptor.

After activation of Adaptor it will navigate to 'General' screen of Adaptor

Procedure to configure Adaptor Microsoft Dynamics 365 : Import Customer Orders

In General you can manage different settings described in below (General) image

Learn more about sharing and security - Click here

Click on 'Source' to connect source gateways to import the orders into Microsoft Dynamics 365 account

Learn how to connect source gateway - Click here

Click on 'Destination' to connect Microsoft Dynamics 365 account in destination, and orders will be imported into Microsoft Dynamics 365 account once it is configured.

Learn how to connect Microsoft Dynamics 365 account with iPaaS? - Click here

Click on 'Import Rules' to add settings for customers for import of documents

In 'Import Rules', all the customers connected through Microsoft Dynamics 365 account will be displayed and you can activate all/specific customers for orders

After activation of customers you can change custom settings (General settings, Delivery locations settings, product settings, control document settings) for individual customer

 

'Matched customers with HubBroker network' tab and 'Help me activate customers automatically' button will be displayed if you have choose 'From HubBroker Network' gateway as a source gateway.

After activation of customer it will be displayed like below (Activated customer) image:


Default settings for order import

Settings to get customer details from Microsoft Dynamics 365 account to import the order base on different priority

Settings to create new customer in Microsoft Dynamics 365 or reject the order when customer account (which is given in order) is not available in Microsoft Dynamics 365

Custom settings for particular customer

You can change below settings for individual customer 

  • General Settings
  • Delivery location settings
  • Product Settings
  • Control Document Settings

Notification settings

Feature to send positive and negative notifications for document and Adaptor level

Learn more about notification settings - Click here

Schedule settings

You can set schedule for Adaptor when you want to be run the Adaptor automatically

Learn more about schedule settings - Click here

Dashboard

You can view all the transactions of Adaptor through Dashboard

You can view all the details of exported documents like sender, receiver, document number, customer order number, supplier order number and status

You can view PDF and XML file of invoices which are imported and successfully processed into destination gateway

Category: Adaptor

Last date of update: 29.07.2022


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