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appse ai keeps Microsoft Dynamics 365 Finance & Operations and Shopify aligned in real time: new Shopify orders flow into F&O, shipments and products flow back to Shopify, and customer records stay matched — each with built-in duplicate protection.
Apps used in this template
About this template
Running Shopify on top of Dynamics 365 Finance & Operations means four things have to stay in sync: the orders customers place, the shipments the warehouse creates, the products you release, and the customer records behind them. Doing any of it by hand causes duplicates, delays, and mismatched data. This template automates all four flows in one place — orders sync into F&O, shipments and products sync out to Shopify, and customers are matched across both — each with a duplicate check so nothing is created twice.
Key benefits
Inside the flow
appse ai runs four connected flows between Dynamics 365 F&O and Shopify. Here is exactly what each one does.
The moment a new order is placed in Shopify, appse ai checks Dynamics 365 F&O for an existing sales order (duplicate prevention) and, if none exists, creates the sales order in F&O from the Shopify order data — in real time, no manual entry.
When a packing slip is created in Dynamics 365 F&O, appse ai locates the matching Shopify fulfillment order and records the fulfilment in Shopify — so customers see accurate shipping status the moment the warehouse acts.
When a new customer account is created in Dynamics 365 F&O, appse ai retrieves the full company and location profile, searches Shopify for an existing customer, and creates or maps the record — keeping corporate identity and location data aligned across both systems.
When a new product is released in Dynamics 365 F&O, appse ai retrieves its full specification and variant data, verifies the SKU in Shopify, and creates or updates the product — so the storefront reflects new inventory the moment it enters the ERP.
More than moving data between Dynamics 365 F&O and Shopify — here is the measurable impact this integration delivers across orders, shipments, customers, and products.
01
Orders in, shipments and products out, customers matched — all automated together instead of stitched from separate tools or manual work.
02
Shopify orders reach F&O instantly; F&O shipments and products reach Shopify instantly — no overnight batch lag.
03
Each flow checks for an existing record before it creates one, so retries and replays never double-post orders, fulfilments, customers, or products.
04
Shipments recorded in Shopify the moment F&O creates the packing slip mean fewer ‘where is my order’ enquiries.
05
F&O and Shopify always agree on orders, stock, products, and customers — no reconciliation firefighting.
06
The four flows process every order, shipment, product, and customer identically, whatever the volume.
01
Orders in, shipments and products out, customers matched — all automated together instead of stitched from separate tools or manual work.
02
Shopify orders reach F&O instantly; F&O shipments and products reach Shopify instantly — no overnight batch lag.
03
Each flow checks for an existing record before it creates one, so retries and replays never double-post orders, fulfilments, customers, or products.
04
Shipments recorded in Shopify the moment F&O creates the packing slip mean fewer ‘where is my order’ enquiries.
05
F&O and Shopify always agree on orders, stock, products, and customers — no reconciliation firefighting.
06
The four flows process every order, shipment, product, and customer identically, whatever the volume.
Keep exploring
Every repetitive process between your ERP, CRM, and ecommerce apps has a template. Find yours, customize it, and go live today.
Customize the flow
Every trigger and action across these four flows is fully customisable. Add steps, swap actions, or extend the logic between Dynamics 365 F&O and Shopify using appse ai's no-code visual builder.
Questions & answers
Everything you need to know about this template before you deploy it.
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