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Preconfigured Integrations

OrderEase provides prebuilt, maintained Dynamics 365 connections and standardized workflows. This ensures predictable order flow and operational control without custom scripts, middleware, or ERP redesign.

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Order Ops Workflows

Who This Integration Is For

Dynamics 365 Order Management Integrations help manufacturers and distributors using Dynamics 365 manage orders from multiple sources with different structures, timing, and business rules. OrderEase handles upstream complexity, so Dynamics 365 remains the stable system of record.

Your existing ERP workflows, configurations, and downstream processes stay unchanged because OrderEase manages channel-specific logic without custom scripts, middleware, or ERP redesign.

Integration Data Flow

Dynamics 365 ↔ OrderEase

Direction

Trigger

Frequency

Products

Dynamics 365 → OrderEase

Product created/updated in Dynamics 365

Daily scheduled + manual sync

Inventory

Dynamics 365 ↔ OrderEase

Daily inventory sync (Stock On Hand/Quantity On Hand)

Daily scheduled

Customers

Dynamics 365 → OrderEase

Customer created/updated in Dynamics 365

Daily scheduled + manual sync

Orders

OrderEase → Dynamics 365

Order reaches configured status (Submitted or Confirmed)

Real-time push

Categories (optional)

Dynamics 365 → OrderEase

Category updated in Dynamics 365 (when category sync is enabled)

Daily scheduled (with product sync) + manual sync

Business Impact

What This Means for Your Business

OrderEase controls order creation in Dynamics 365, making order volume easier to manage.

Reduce Manual Intervention

Problems are identified and resolved before orders reach your ERP. Your Dynamics 365 team spends less time on data cleanup and manual fixes.

Stable Dynamics 365 Workflows

Existing Dynamics 365 workflows continue to function as designed. New order sources and channels do not introduce unexpected behavior or require constant configuration changes.

Onboard New channels Faster

Add new retailers, marketplaces or partners without rewriting ERP processes. Onboarding takes less time and creates less disruption.

Fewer ERP-Driven Projects

Order-related changes no longer turn into Dynamics 365 customization projects. Teams avoid repeated cycles of customization, testing and regression fixes tied to order intake.

Correct Orders in Dynamics 365

Orders enter Dynamics 365 in a usable state. Teams spend less time fixing pricing issues, missing fields and structural errors after orders are created.

Predictable Day-to-Day Operations

Order volume can increase without creating operational fire drills. Your team knows what to expect because variability is handled upstream.

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Order Intake & Standardization

Capture orders from EDI, ecommerce portals, wholesale buyers, sales reps and emailed purchase orders. Standardize their structure and validate business rules before they reach Dynamics 365, so your ERP doesn’t have to manage channel variability.

Upstream Order Validation

Validate customer eligibility, product availability, pricing and required fields before orders move forward. Use settings to define what happens if a customer or product is missing and which pricing source applies. Handle categories, catalogs and customer groups appropriately by keeping them in OrderEase.

Operational Visibility Outside ERP

Gain visibility into order flow, fulfillment status and invoicing without turning Dynamics 365 into an operational dashboard. View historic sync activity, per‑record integration status and logs to understand when and how data has moved.

Scaling Order Volume & Minimizing ERP Overhead

Support growth across new channels and high order volumes without adding ERP projects. By handling upstream validation, transformation and routing outside Dynamics 365, you can scale operations while maintaining ERP stability.

Integration Settings

Configured Dynamics 365 Sync Settings

Order Settings

Customer Settings

Product Settings

Shipping Settings

Invoice Settings

Control how and when orders flow into Dynamics 365 when they are ready and in the correct state.

Push on Status

Choose whether orders push to Dynamics 365 when they are submitted or confirmed.

Real-Time Order Sync

Enable or disable automatic real-time order push to Dynamics 365.

Missing Customer Rule

Define behavior if a customer does not exist in Dynamics 365 when an order is pushed.

Missing Product Rule

Define behavior if a product does not exist in Dynamics 365 when an order is pushed.

Pricing Source Selection

Choose whether pricing is:

Pulled from Dynamics 365 price lists
Calculated within OrderEase

Control which customers are synchronized so only relevant accounts are included.

Customer Sync

Enable or disable customer synchronization.

Archived Customers

Option to include archived customers during sync.

Customer Type Exclusion

Exclude specific customer types from synchronization.

Manual Customer Sync

“Force Update” option for individual customer records.

Define how product data attributes flows so catalogs stay accurate and aligned with your ERP.

Product Sync

Enable or disable product synchronization.

Inactive Products

Option to include inactive products during sync.

Category Sync

Enable or disable category synchronization. When enabled, Dynamics 365 is the source of truth for categories.

Manual Product Sync

On-demand “Sync Now” option available.

Unify shipment and fulfillment data so shipping activities stay aligned across systems.

Carrier Selection

Connect to supported carriers via shipping connectors.

Real‑Time Tracking

Enable real‑time shipment tracking so customers and internal teams have up‑to‑the‑minute delivery updates.

Shipping Labels

Automate shipping label creation and printing from OrderEase.

Multi‑Channel Shipping

Synchronize shipping data across all sales channels, so that orders from any channel follow the same shipping rules.

Ensure invoice and tax data flows cleanly between NetSuite and OrderEase for accurate billing.

Create Invoices in OrderEase

Pulls invoices from Dynamics 365 into OrderEase.

Pull Taxes from Dynamics 365

Pull Taxes from Dynamics 365 to OrderEase.

What are the limitations of native Dynamics 365 order entry?

Native Dynamics 365 order entry works well for structured, internal sales processes. It was not designed to handle high volumes of multi‑channel, exception‑heavy B2B orders. When orders originate from eCommerce, EDI, marketplaces or sales reps, ERP teams often end up handling manual entry, custom scripts and ongoing cleanup. OrderEase standardizes and validates orders before they reach Dynamics 365, reducing manual effort.

Does Dynamics 365 have an order‑management system?

Dynamics 365 includes order‑management functionality within its ERP modules, but it is not a standalone orchestration platform. OrderEase acts as an upstream order‑management layer, standardizing and validating orders before they reach Dynamics 365. Your ERP remains the system of record while OrderEase manages workflow complexity outside it.

How does OrderEase integrate with Dynamics 365?

OrderEase connects to Dynamics 365 through a prebuilt integration that synchronizes core data such as customers, products, inventory, pricing, orders, shipments and invoices. Data flows are structured and standardized, with configurable sync timing, validation rules and order‑handling settings. Dynamics 365 remains your source of truth, while OrderEase manages order orchestration outside the ERP.

Does OrderEase support real‑time Dynamics 365 order synchronization? Yes. Order pushes to Dynamics 365 can occur in real time once the defined status conditions are met. You can turn real‑time sync on or off depending on your business requirements.

How does OrderEase prevent duplicate or incomplete sales orders in Dynamics 365? OrderEase validates required fields, pricing logic, customer status, inventory availability and order rules before pushing data to Dynamics 365. Configurable safeguards, including unique order number handling and status controls, reduce the risk of duplicate, partial or inaccurate sales orders. You can also monitor integration status and perform manual syncs to ensure data quality.

What does not sync between OrderEase and Dynamics 365? Catalogs, customer groups and product images are managed in OrderEase and are not synchronized with Dynamics 365. Currency and tax mappings are not supported at this time.

How OrderEase Works with Dynamics 365

Preconfigured Integrations

Who This Integration Is For

Dynamics 365 ↔ OrderEase

What This Means for Your Business

Reduce Manual Intervention

Stable Dynamics 365 Workflows

Onboard New channels Faster

Fewer ERP-Driven Projects

Correct Orders in Dynamics 365

Predictable Day-to-Day Operations

Featured Dynamics 365 Integrations

Discover More Integrations

Common Dynamics 365 Order Management Use Cases

Order Intake & Standardization

Upstream Order Validation

Operational Visibility Outside ERP

Scaling Order Volume & Minimizing ERP Overhead

Configured Dynamics 365 Sync Settings

Push on Status

Real-Time Order Sync

Missing Customer Rule

Missing Product Rule

Pricing Source Selection

Customer Sync

Archived Customers

Customer Type Exclusion

Manual Customer Sync

Product Sync

Inactive Products

Category Sync

Manual Product Sync

Carrier Selection

Real‑Time Tracking

Shipping Labels

Multi‑Channel Shipping

Create Invoices in OrderEase

Pull Taxes from Dynamics 365

Frequently Asked Questions About Dynamics 365 Order Management Integrations

Let's Discuss Your Integration Needs

Let's Discuss Your Integration Needs