Clarity eCommerce and Dynamics NAV Integration

Clarity Connect is our robust and enterprise-class integration platform. Connect allows you to integrate with multiple applications, each with its own format. Connect is able to handle the easiest to the most complex types of integrations, be it an API call, single-direction or EDI, or a bi-directional persistent integration. In this demo, we connect our core platform, Clarity eCommerce (CEF) to Microsoft Dynamics NAV. However, we can integrate each endpoint to any ERP, CRM, and more. The key features we highlight in this video are user registration, sales order, and produce update (shipping).

Dynamics Nav Integration Transcript

Hi, Ron from Clarity. This video will demonstrate a few of the workflows from our Clarity eCommerce to Microsoft Dynamics Navision or NAV integration solution. While there are typically standard workflows for each connector we develop, they can be completely customized to meet your business needs.

Also, as a modular architecture, once we develop a connector to an application that allows us to integrate any application to that app. So, we can integrate Clarity eCommerce to any CRM, ERP, and supply chain, or integrate any storefront, omni-channel, or portal to NAV using the connectors we're demoing here.

Clarity Connect Demo

Let's take a view of Connect in action. So, this is a client of ours that's integrating Clarity eCommerce, or CEF, with Microsoft Dynamics NAV, referred to as NAV. Here are some of the tasks that the connector will be running:

• CEF orders to NAV
• NAV accounts to CEF
• NAV invoices to CEF
• NAV orders back to CEF
• NAV products to CEF

Typical projects can have anywhere from a couple to dozens of tasks that will be run. So, let's pop into CEF and quickly purchase this item. I've sped the time up taken here because I wanted to show it to you in case you wanted to pause to view any of the screens, but most importantly to show that this is an online, or web order number 345 in CEF.

Now that it's purchased we've turned off Connect so we can show you manually which job is triggered to process the orders. We click on the process CEF orders to NAV and click trigger now. We then go to jobs, processing, and click on the job running. We can see below that there were three jobs waiting to be picked up and processed. In just over four seconds they've been processed and are now sitting in NAV. So, here we see the NAV order. Right here we've created a custom order number called web-345, which was our order. You can also see that NAV has generated its own order key as well and we can drill into the order to accept and update the order for the integration return trip of an order status update.

For this client when an order is placed the default status is full payment received if it was paid for with a credit card. In NAV we're updating the dates to indicate that the order has been accepted and has been sent to manufacturing for processing. We'll quickly pop in the updated dates. Now we'll go back to Connect and we'll trigger the NAV orders to CEF task, which is updating three orders including here at the bottom our web35 order we just updated.

Here's a quick view of the out-of-the-box email notification that the order had been received and is in processing that was sent to the client. Now when we check our order we can see that the NAV assigned id has been updated, and our status has now changed from full payment received to processing. So, that's a quick round trip of a sales order being processed from an online store to the back-office ERP, and then the company confirming the order, an order notification email sent to the customer, and the customer's order status being updated back in the portal.

Summary

So, in summary, we registered on the Clarity eCommerce portal which was verified with NAV that we were a new user so it created the contact record within the erp. We then purchased a product in the eCommerce and synced the sales order into NAV, associating it to the contact record. And finally we updated the order by modifying the estimated production and shipping dates, which when synced back to the custom order changed the order status from full payment received to processing, letting the user know that their order was approved and sent to manufacturing. For more information on integrating and improving your business processes, give us a call or visit us online at Clarity-ventures.com thanks for watching.