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Unify Dynamics 365 & Znode: AI-Powered eCommerce & ERP Integration

Seamlessly connect your Znode eCommerce platform with Dynamics 365 for real-time order, inventory, and customer synchronization. Drive efficiency, accuracy, and growth with low-code, AI-first automation.

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The Challenge

The Disconnect Between eCommerce and ERP: Why Manual Processes Fail Mid-Market Businesses

Without a robust integration, Znode eCommerce and Dynamics 365 operate in silos, leading to critical inefficiencies, data discrepancies, and frustrated customers. Mid-market companies, in particular, struggle to scale their online presence while maintaining backend operational integrity.

  • Manual data entry for orders, customers, and products consumes valuable time and is prone to human error.
  • Out-of-sync inventory levels lead to overselling on Znode, resulting in backorders, cancellations, and damaged customer trust.
  • Delayed order processing and fulfillment due to information gaps between Znode and Dynamics 365.
  • Inconsistent customer data across systems hinders personalized marketing and customer service efforts.
  • Lack of real-time financial reconciliation prolongs period-end closing and complicates auditing.
  • High reliance on IT for custom coding, slowing down new feature deployment and increasing operational costs.
Integration Diagram
Solution Illustration
The Solution

The AI-First, Low-Code Solution for Dynamics 365 & Znode Integration

Our iPaaS-driven integration solution bridges the gap between Znode and Dynamics 365, offering a unified, intelligent platform for seamless data exchange. Designed for mid-market agility, it leverages cutting-edge AI and intuitive low-code tools to automate complex workflows, ensure data integrity, and accelerate your digital transformation journey.

  • Pre-built Connectors for Dynamics 365 and Znode
  • Visual Drag-and-Drop Workflow Builder
  • AI-Powered Data Mapping and Transformation
  • Real-time, Event-Driven Data Synchronization
  • Robust Error Handling and Anomaly Detection
Implementation Timeline

Go live with Dynamics 365 + Znode in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics 365 and Znode, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics 365 + Znode deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Pre-built Connectors for Dynamics 365 and Znode
  • Visual Drag-and-Drop Workflow Builder
  • AI-Powered Data Mapping and Transformation
  • Real-time, Event-Driven Data Synchronization
  • Robust Error Handling and Anomaly Detection
  • Centralized Monitoring and Governance Dashboards
  • Dev-QA-Prod Deployment Pipeline with Version Control

Technical Integration: Connecting Dynamics 365 and Znode with an iPaaS

Our integration leverages the strengths of both Dynamics 365's robust OData v4 REST APIs and Znode's comprehensive RESTful APIs, orchestrated by an intelligent, low-code iPaaS. This architecture ensures secure, scalable, and real-time data exchange, empowering your business with unparalleled efficiency.

Data Flow Steps

Establish Secure Connectivity: Configure OAuth 2.0 authentication for both Dynamics 365 (Azure AD client credentials) and Znode (Client ID/Secret) within the iPaaS secrets manager.

Define Event Triggers: Set up Znode webhooks for critical events (e.g., new order, customer update) and configure Dynamics 365 change tracking or Dataverse events to trigger iPaaS workflows.

Design Data Flows: Visually construct integration workflows using the iPaaS's drag-and-drop designer. Define the sequence of operations (e.g., retrieve Znode order, transform, create D365 sales order).

Map & Transform Data: Utilize the iPaaS mapping engine, with AI assistance, to define field-level transformations between Znode's data structures and Dynamics 365's Common Data Model (Dataverse).

Implement Business Logic & Validation: Add conditional logic, data validation rules, and error handling steps within the iPaaS flow to ensure data quality and adherence to business rules.

Deploy & Monitor: Deploy the integration flows to production via a controlled ALM pipeline (Dev → QA → Prod). Monitor performance, API usage, and error logs from a centralized dashboard.

Data Touchpoints

Orders: Znode `Order` ↔ Dynamics 365 `Sales Order`
Order Line Items: Znode `Order` line items ↔ Dynamics 365 `Sales Order Detail`
Products: Znode `Product` ↔ Dynamics 365 `Product`
Inventory: Znode `Inventory` ↔ Dynamics 365 `msdyn_inventoryonhands`
Customers: Znode `Customer` ↔ Dynamics 365 `Account`/`Contact`
Invoices/Payments: Znode `Payment Transaction` ↔ Dynamics 365 `Invoice` / `General Ledger Account`
Shipments: Znode `Shipment` ↔ Dynamics 365 `Sales Order` (for tracking updates)

"A high-level diagram illustrating the data flow starts with 'Znode eCommerce Platform' which sends 'New Order' and 'Customer Update' events via webhooks to the 'iPaaS (Integration Platform as a Service)'. The iPaaS processes these events, performing 'AI-Assisted Data Mapping & Transformation'. It then interacts with 'Dynamics 365 Sales/Finance/SCM' via OData APIs to 'Create Sales Order', 'Update Inventory', 'Sync Customer Profile', and 'Post Invoices'. Conversely, 'Dynamics 365' updates like 'Inventory Changes' or 'Shipment Status' trigger the iPaaS to update 'Znode Product Inventory' and 'Znode Order Status' via Znode's REST APIs and webhooks. All interactions are secured with OAuth 2.0 and monitored by the iPaaS."

Pricing

Simple, transparent pricing for Dynamics 365 + Znode.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics 365

Integrating Dynamics 365 fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping for Dynamics 365 and Znode

Our iPaaS provides robust, AI-assisted mapping capabilities to ensure seamless data flow between Znode's eCommerce entities and Dynamics 365's Common Data Model (Dataverse). Below are critical entities and their typical mapping considerations.

Order / Sales Order

Represents a customer's purchase. Znode's 'Order' maps directly to Dynamics 365 'Sales Order', including line items and associated customer details.

Dynamics 365 Fields

salesorderid (PK) ordernumber customerid (lookup to Account/Contact) totalamount statuscode name shipto_name shipto_line1 shipto_city shipto_stateorprovince shipto_postalcode shipto_country

Znode Fields

OrderId (PK) OrderNumber OrderStatus OrderDate CustomerId (FK) TotalAmount ShippingAddress (complex object) BillingAddress (complex object) PaymentStatus PaymentGateway

Mapping Notes

Requires careful mapping of complex address objects (ShippingAddress/BillingAddress) from Znode into D365's composite address fields. 'OrderStatus' in Znode needs to be transformed to D365 'statuscode' values. Payment details (e.g., 'PaymentGateway', 'PaymentStatus') may map to a custom D365 'Payment Transaction' entity or 'Invoice' fields.

Next Steps

See Dynamics 365 + Znode integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

B2B Order Automation with Complex Pricing

Automate the flow of B2B orders from Znode, including customer-specific pricing and tiered discounts, directly into Dynamics 365 Sales Orders, ensuring accurate billing and fulfillment.

Integration Steps:

  1. 0 B2B customer logs into Znode and places an order with negotiated pricing.
  2. 1 Znode order webhook triggers iPaaS workflow.
  3. 2 iPaaS retrieves customer-specific pricing rules and product data from D365 if not already in Znode.
  4. 3 Order data (including D365 'Account'/'Contact' lookup, 'Sales Order', 'Sales Order Detail' with correct 'priceperunit') is created in Dynamics 365.
  5. 4 D365 generates invoice, and payment status updates are sent back to Znode.
  6. 5 AI validation in iPaaS flags any price discrepancies or missing customer data.

Business Outcome

Streamlined B2B sales, accurate invoicing, reduced manual price adjustments, faster order processing for complex B2B scenarios.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Order-to-Cash Cycle
Automate the entire order journey from Znode checkout to Dynamics 365 invoicing, reducing processing time by up to 70% and improving cash flow.
Eliminate Overselling & Improve Inventory Accuracy
Achieve real-time inventory synchronization from Dynamics 365 SCM to Znode, ensuring customers always see accurate stock levels and preventing costly backorders.
Enhanced Customer Experience
Provide customers with accurate product information, real-time order status, and a consistent experience across all touchpoints thanks to unified data.
Reduce Manual Errors & Operational Costs
Automate data entry and reconciliation, minimizing human error and cutting operational costs associated with manual processes by up to 40%.
Rapid Deployment & Agility with Low-Code
Deploy complex integrations in weeks, not months, using intuitive low-code tools and AI assistance, allowing your business to adapt quickly to market changes.
Unified Customer 360 View
Synchronize customer data across Znode and Dynamics 365 Sales/Customer Service for a complete, up-to-date profile, enabling personalized interactions and marketing.
Future-Proof Scalability with AI
Leverage an AI-powered iPaaS that scales with your business needs, intelligently handling increasing transaction volumes and adapting to new business rules.
✨

Accelerated Order-to-Cash Cycle

70% Faster Order Processing

📋 What You Get

Automate the entire order journey from Znode checkout to Dynamics 365 invoicing, reducing processing time by up to 70% and improving cash flow.

💼 Business Impact

This benefit directly contributes to 70% improvement in Faster Order Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics 365 + Znode in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics 365 and Znode, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics 365 + Znode deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts. Used for creating new accounts, updating existing ones, or retrieving account details for synchronization with Znode.
GET/POST/PATCH /api/data/v9.x/contacts Manage individual contacts. Used for creating new contacts, updating existing ones, or retrieving contact details for synchronization with Znode.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders. Critical for eCommerce integrations to create, update, and retrieve order information from Znode.
GET/POST/PATCH /api/data/v9.x/products Manage product catalog and pricing. Used for synchronizing product data with Znode.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from Dynamics 365 Supply Chain Management. Crucial for accurate stock synchronization with Znode.
GET/POST/PATCH /api/data/v9.x/invoices Manage customer invoices. Essential for automating billing and payment reconciliation processes from Znode.

⚡ Transformation Logic

  • Data Type Conversion: Convert Znode string values to D365 numeric, boolean, or date formats.
  • Value Mapping: Map Znode specific status codes (e.g., 'Processing') to D365 equivalent (e.g., 'Active').
  • Data Enrichment: Augment Znode order data with D365 customer segmentation or product attributes during the flow.
  • Address Parsing: Deconstruct Znode's composite address fields into individual D365 address components.
  • Calculated Fields: Compute D365-specific fields (e.g., tax amounts, discounts) based on Znode data and D365 logic.
  • Default Values: Assign default values for optional fields if not provided by Znode.

🛡️ Error Handling

  • Transient API Failure: D365 temporarily unavailable (handled by retries).
  • Data Validation Error: Znode sends an order with a non-existent product SKU (routed to DLQ, alert).
  • Rate Limit Exceeded: Too many requests to Znode API (handled by throttling/queuing).
  • Schema Mismatch: New field in Znode not mapped in iPaaS (alert, requires update).
  • Duplicate Record: Znode customer already exists in D365 (handled by deduplication logic).
  • Authentication Failure: Expired OAuth token (handled by auto-refresh).
Pricing

Simple, transparent pricing for Dynamics 365 + Znode.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What are the core benefits of integrating Dynamics 365 with Znode?
The core benefits include real-time order processing, accurate inventory synchronization, a unified customer view (Customer 360), automated financial reconciliation, reduced manual errors, and accelerated order fulfillment, all leading to improved operational efficiency and customer satisfaction.

AI Features FAQs

▸ How does AI enhance the Dynamics 365 and Znode integration?
AI significantly enhances the integration by providing intelligent mapping suggestions, detecting anomalies in data (e.g., fraudulent orders, inventory discrepancies), suggesting automated error resolutions, and offering predictive insights into integration performance. This moves workflows from merely automated to truly autonomous.

Low-Code FAQs

▸ Can I use low-code/no-code tools to manage this integration?
Absolutely. Our iPaaS solution is built with low-code/no-code capabilities, allowing business analysts and citizen integrators to visually design, deploy, and manage complex integration workflows without extensive coding. This accelerates development and reduces reliance on specialized IT resources.

Technical FAQs

▸ How is real-time inventory synchronization handled between D365 and Znode?
Real-time inventory synchronization is achieved by leveraging Dynamics 365 Supply Chain Management's change tracking capabilities or Dataverse events. When inventory levels (msdyn_inventoryonhands) change in D365, an event triggers the iPaaS, which then updates Znode's 'Inventory' entity almost instantly via its API, ensuring accurate stock display.
▸ What happens if a Dynamics 365 API call fails?
Our robust error handling includes comprehensive logging, automated retry mechanisms with exponential backoff for transient failures, and routing persistent errors to a dead-letter queue for manual review. Critical failures trigger immediate alerts to relevant teams, and AI can even suggest corrective actions.

Entities FAQs

▸ What entities are typically synchronized between Znode and Dynamics 365?
Key entities synchronized include Znode 'Order' to D365 'Sales Order', Znode 'Product' to D365 'Product', Znode 'Customer' to D365 'Account'/'Contact', and D365 'msdyn_inventoryonhands' to Znode 'Inventory'. Other entities like invoices, shipments, and payment transactions are also commonly integrated.

Security FAQs

▸ How do you ensure data security and PCI DSS compliance?
Security is paramount. We use Azure AD OAuth 2.0 for authentication, TLS 1.2+ encryption for data in transit, and secure secrets management for credentials. For payment data, we rely on tokenization, ensuring raw credit card details are never stored or processed by the iPaaS, maintaining strict PCI DSS compliance.

Znode Specific FAQs

▸ Can this integration handle multi-store Znode environments?
Yes, our iPaaS supports Znode's multi-store capabilities. Integrations can be configured to manage distinct API keys, business rules, and data mappings for each Znode store, ensuring data flows correctly to and from the appropriate Dynamics 365 entities for each specific storefront or brand.
Implementation Timeline

Go live with Dynamics 365 + Znode in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics 365 and Znode, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics 365 + Znode deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Dynamics 365 + Znode.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Dynamics 365 + Znode integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo